Ephor Group's Approach to Solving the Value Equation

8
Solving the Value Equation The Playbook for Wealth Creation @ Copyright 2011 Ephor Group LLC.

Transcript of Ephor Group's Approach to Solving the Value Equation

Page 1: Ephor Group's Approach to Solving the Value Equation

Solving the Value Equation

The Playbook for Wealth Creation

@ Copyright 2011 Ephor Group LLC.

Page 2: Ephor Group's Approach to Solving the Value Equation

Is Your Business Performing As You Desire?

Are you satisfied with the amount of resources and time required to develop your business to its potential?

Is your business a top performer in its sector?

Is your business creating wealth for you and its’ stakeholders?

Page 3: Ephor Group's Approach to Solving the Value Equation

Ephor Group is a management advisory firm that invests Useful Capital and Management Science in our clients to create wealth.

Ephor was created as an alternative to private equity and venture capital. We provide the required proven management methodologies used by institutional investors to ensure their investments return > 40% ROI.

Ephor Group was founded as the “family office” for Garry E. Meier and other high net worth individuals to provide management advisory services to our investments and portfolio of clients.

Ephor Group’s approach is pragmatic, proven, and performance-oriented. Ephor develops service, software and technology, consultancies, and outsourcing providers. We have led, advised, and invested in some of the most successful business service companies in the Americas.

Page 4: Ephor Group's Approach to Solving the Value Equation

Ephor Group’s Track Record of Success

Corporate Performance

Return on Invested CapitalValuation Improvement  Brand Value, Brand EquitiesMarket Positioning

Avg. = 300%From <4X to >8X EBITDA > Margins & Retention#1 or #2

Operating Performance

Field Level EBITDAProfit Per EmployeeRevenue Per Partner

>30%+>$25k per EE>$500k

Functional Performance

Revenues per ExecutiveRevenues per Account ManagerCost Per LeadCost Per Sell (new client)

>500k>300k<$1001X first year revenues

Our track-record of model improvement as seen through KPI (key performance indicators):

Page 5: Ephor Group's Approach to Solving the Value Equation

The Ephor Effect has created these wealth outcomes:

Company FocusAnnual

Revenues ($M) Pre Ephor

Multiple Valuation

Value ($M) Pre Ephor

Timeline (Years)

Current orExit Run Rate

Revenues($M)

Current or Exit Valuation

($M)

The “Ephor Effect” Value Created

($M)

HR Platform $4.9 $1.2 3 $6.9 $9.7 $8.5ePayment Processing $5.1 $1.3 3 $21.1 $63.3 $62.1Workforce Mgmt Solution $6.9 $6.9 2 $14.1 $21.2 $14.3Administarive Services $7.8 $7.8 3 $10.8 $20.5 $12.7Healthcare Services $9.9 $12.4 3 $96.0 $288.1 $275.7Payroll and Banking $24.8 $49.6 6 $143.1 $286.2 $236.6Staffing $1.0 $0.3 4 $3.0 $7.5 $7.3ITO $1.0 $0.3 4 $2.0 $4.0 $3.8Marketing $0.5 $0.1 2 $2.0 $6.0 $5.9Consulting $5.0 $5.0 2 $10.0 $15.0 $10.0Agency $0.3 $0.1 2 $4.0 $4.0 $3.9

Wealth creation is the outcome when the following are created: A Unique Business Model + “Best-In-Class” Performance + A Validated & Proven Growth Strategy.

Wealth created:

Page 6: Ephor Group's Approach to Solving the Value Equation

Q: What should be your top priorities & considerations?

This economy demands an effective strategy, illustrated improvement in your business model, coupled with process excellence in order to create wealth.

“Process Excellence” includes efficient and scalable processes which requires outsourcing, increased management science, and enhanced workforce management and training.

Examine your strategy.

Develop and change the

business model as required.

Seek “outsider” advice.

Involve key employees in the

Refinement Process.

Connect compensation to the

strategy, business model, and the

business objectives.

Mediocrity will ensure failure!

Page 7: Ephor Group's Approach to Solving the Value Equation

© 2011 Ephor Group LLC | 1 (800) 379-9330 | www.ephorgroup.com

“Calls to Action” to Create Wealth1. Examine your Strategy. An Effective

Strategy for the “New Normal” Economy is Required.

2. Have a Market Validated Growth Strategy. Focus on expansion and a portfolio of products and revenue sources.

3. Refine your Business Model. Focus on Process Excellence.

4. Seek and Accept Outsider Support and Skill Augmentation. Outsource until Scale is Achieved.

5. Do Not Accept Mediocrity. Mediocrity Promotes Failure!

Page 8: Ephor Group's Approach to Solving the Value Equation

> Download additional resources at: http://www.ephorgroup.com/resources.asp

“In 2011 and beyond, wealth will be created for those unique business models, that are the most

economically efficient, promote and excel at change management, and invest in their people and focus on strategic initiatives (i.e. customer satisfaction).”

-Garry E. Meier, Ephor Group Founder