1. Three Steps for More Money & More Fun

2. More steps, for extra credit
Our talk
2 Stories
3 Simple actions
More steps, for extra credit

3. Why Own & Run vs. ‘Get a Job?’
Unemployable
Want to improve my life
Better return on time & money
Control destiny

4. Losing sight of the big reasons Over time, losing out on gains sought
What ends up happening
Losing sight of the big reasons
Over time, losing out on
gains sought
Focus on issue at hand
Making payroll
Getting the deal
Personnel crisis

5. What ends up happening
Focus on items
that do not build value

6. Yipee! Story 1 – Losing Out Bootstrapped Company No debt
No personal guarantees
R&D Freedom
Worth 3-10x gross
Yipee!

7. Yuck! Story 1 – Losing Out So, choices are: Ready for a new challenge
Went to list but worth less
So, choices are:
Sell for less
Keep and improve
Keep and harvest
Yuck!

8. Yipee! Stary 2 – Lucking Out Bootstrapped Company
Inc 500 as fastest growing company
Profitable every year
Grew every year but one
Built departments,
made myself unnecessary
Yipee!

9. Yipee! Stary 2 – Lucking Out Offer from 3rd party to buy company
People & Processes
Pipeline & Markets
Scalable
100x return on initial investment
Yipee!

10. What’s theDifference? Future picture Metrics that mattered
Building blocks
Cadence for plan, adjustments, accountability
Built to delegate
Metrics that mattered
Profit, Growth
People, Processes
Pipeline, Market
Scalable, Sustainable

11. Quarterly Plan, 2-3 metric focus
3 Step Cadence
Annual 1, 5 Year Plan
Quarterly Plan, 2-3 metric focus
Quarterly review

12. 5 Year Plan: Work Backward from Revenue Goal
Process
People
Profit $
Growth
Pipeline
Markets

13. Create a picture Track key numbers Make hard adjustments
The Process
Create a picture
Track key numbers
Make hard adjustments

14. Story 1: Basic Value Factors
Profit: No Profit = Well-run startup
Growth: 20% annual growth has shifted to 2%
People: Owner required for multiple roles
Process: Development strongly defined.
No marketing or sales process.
Pipeline/Market: No pipeline, No market.
Scalable/Sustainable: It was scalable, but no longer.

15. My Master Dashboard
YoY, QoQ Profit
Growth
Value
Score, Map People
Process
Pipeline
Market Potential

16. Getting Your Company Value
Use Software Tools, such as
BodeTree
Uvalue
ValueAddr

17. Target one optimization Report results in 3 months
Simple Start Next Week
Pick one factor
Target one optimization
Tell your CEBI board
Report results in 3 months

18. The Weeds VS The Big Picture
Why?
The Weeds VS The Big Picture

19. Simple Way to Realize More
Why?
Simple Way to Realize More
For Yourself
For the Risk
For the Work

20. Contact Jim Henderson Exemplary Group jim@exemplarygroup.com
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