Building Private Business Value

Since 1994

– Metrics (MEASURE)

• Private Business Value, Board Effectiveness, People

– Advisory Services (PLAN)

• Strategy, Coaching, Governance

Who is Boardroom Metrics?

• Strategy, Coaching, Governance

– Accomplished Executives (DO)

• Interim Leaders/Managers, Subject Experts, Coaches

For more info visit us at www.boardroommetrics.com

We build private businesses that sell for more.

“When they can be sold, many successful private

Boardroom Metrics

“When they can be sold, many successful private

businesses sell for less when their success isn’t

transferable and sustainable to new owners.”

The Wave – Business Transfer…

The most important business demographic wave of the 21st Century.

The Owner Challenge

V = PST

Private Company Value Equation

Value = Profit that is Sustainable and Transferable

V = PST

V = PST

Role of the Owner Role of the CEO

Roles in a Private Company

Value = Profit that is Sustainable and Transferable

V = PST

Step I Step 2 Step 3

Assess Build Value Transfer

The Sell for MoreSell for MoreSell for MoreSell for More Owner’s Process

Professional Chairman - Coaching

3rd Parties as needed

PROJECT - Assessment / Plan

CEO / Owner : Engagement Owner : Focus Owner : Successful Exit

• Industry Research

• Assessment report for All Business Areas

– Define success: Owner Objectives

– Finance: Profits, Cash flow, Processes

– Revenue: Marketing and Sales

Sell for MoreSell for MoreSell for MoreSell for MoreStep I: : : : The Assessment DeliverablesThe Assessment DeliverablesThe Assessment DeliverablesThe Assessment Deliverables

– Delivery: Operations

– Administration: Human Resources and Legal

• Owners Report

– SWOT

– Scored Drivers, Categories and Findings Analysis

– Value Dashboard and Estimator

– Action Plan

Six weeks– Owners Meeting

– Industry Data Preparation

– Interviews with each department• Finance

The Sell for MoreSell for MoreSell for MoreSell for More Step 1:

Conducting the AssessmentConducting the AssessmentConducting the AssessmentConducting the Assessment

• Sales and Marketing

• Operations

• Human Resources

– Report Preparation

– Presentation of Results

The complete ‘Sell for More’ Assessment including action plan costs $20,000.

The Sell for MoreSell for MoreSell for MoreSell for More Step 2 and 3:

The Professional Chairman

Holds owner accountable for

value, CEO for performance.

Sounding board, coach,

facilitator. Meets regularly withfacilitator. Meets regularly with

owner, CEO on plan

progress.

Steps 2 and 3::::

Performance Dashboard(sPerformance Dashboard(sPerformance Dashboard(sPerformance Dashboard(s))))

Customizable, based on

the goals, performance

indicators and tracking

requirements defined by

the owner and the the owner and the

management team, eg,

cash, delivery, revenue,

profitability.

Step 3: Options and OpportunitiesOptions and OpportunitiesOptions and OpportunitiesOptions and Opportunities

Professional ChairmanPursuit of:

• Sale

• Merger

• Acquisition

Wealth Advisor M&A/Other Professionals

Owner

Due

Diligence

• Go public

• ESOP

• Transfer to child

Why ?

• Private Businesses Focus and Board Room Mentoring

experience since 1994

• Proven, End-End Value methodology with Innovative tools for

post assessment owner value in addition to the “sell for more” post assessment owner value in addition to the “sell for more”

report and plan

• Ready Source of Accomplished Executives

– experienced, selected, trained

– breadth and depth in many industries

– across all functional roles

builds private

businesses that sell for more.

Toronto 416-573-9396

Ottawa & Montreal 613-795-7238

info@boardroommetrics.com