This is a presentation for use by Silver Fox Advisors to illustrate for professional service firms the benefits of referring their clients to SFA. Bankers,

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Presentation transcript:

This is a presentation for use by Silver Fox Advisors to illustrate for professional service firms the benefits of referring their clients to SFA. Bankers, accountants and lawyers are often in the best position to observe situations where their clients could use some objective business counsel or mentoring, but to refer their cherished client to us, they need to know how we can help and trust that we will do a great job. 2Silver Fox Advisors

Working for your clients. Your partners for growth and change.

Howard London Marketing and Communications Advisor Expert in economic development and agriculture Silver Fox Advisor Who are we?  Noel Graubart Real Estate Developer Expert in finance, marketing, leasing, construction Silver Fox Advisor Silver Fox Advisors4

What is Silver Fox Advisors? Silver Fox Advisors is an association of  corporate CEO’s,  senior consultants,  business leaders and  visionaries providing mentoring and specialized consulting to businesses of all sizes. Silver Fox Advisors5

How do we help your clients?  Business Assessments  Executive Coaching  Strategic Counsel  Mentoring  Board of Directors Service  Advisory Board Participation Silver Fox Advisors6

Why do companies need us?  Financial hardship  Leadership or governance issues  Regulatory problems  Change or transition difficulty  Strategic redirection  Marketing or customer misalignment  Process or organization restructuring Silver Fox Advisors7

How do you benefit? Your clients succeed; you succeed! Enhances your value Reinforces your relationship Mitigates issues that you would resolve Fosters opportunities that you support Bolsters your role as problem-solver Silver Fox Advisors8

Actual Case: IRS Issue Problem: $2 million service company owed the IRS $125K Insufficient cash flow Unable to restructure debt or qualify for new bank loans Silver Fox Advisors9

Actual Case: IRS Issue Silver Fox Solution: Prepared business and funding plan Assisted in negotiation of payment plan with IRS and $400K line of credit with factoring company Worked to restructure existing bank debt Silver Fox Advisors10

Actual Case: IRS Issue Silver Fox Outcome: Long-term financial stability Paid-off factor Silver Fox Advisors11

Actual Case: Bankruptcy Issue Problem: Construction business faced bankruptcy Systemically poor bidding process Insolvent from unprofitable projects Could not obtain bid bonds Silver Fox Advisors12

Actual Case: Bankruptcy Issue Silver Fox Solution: Hired experienced estimator Improved bidding process and pricing procedures Tightened procurement and project management procedures Restructured organization to improve communication and accountability for project execution Raise cash against assets Silver Fox Advisors 13

Actual Case: Bankruptcy Issue Silver Fox Outcome: $8 million bonding facility Gross profit from bids improved from 5% to 9% after implementation Silver Fox Advisors 14

How does it work?  You refer your client in confidence  Introductory meeting is “no charge”  We deliver preliminary assessment  We document fees, terms & conditions  We work closely with your client and  Generate positive, measurable results Silver Fox Advisors15

Other Silver Fox Activities  CEO Roundtable Program  Lunch & Learn Business Sessions  Judge Houston BBB Awards  Mentor Business School Students  Participate in Rice Business Alliance Business Plan Competition  Provide coaching to inmates enrolled in the Prison Entrepreneurship Program Silver Fox Advisors16

What to do next!  Review our available Advisors at  Join us at a monthly lunch & learn bring your clients as guests  Subscribe to our newsletter list sign up on our website  Like us on Facebook  Refer us to your clients in need we will treat them as you would Silver Fox Advisors17

Silver Fox Advisors18