EvaluSys Advisor Overview

Advisor Overview

EvaluSys LLCwww.EvaluSys.com

[email protected]

What is EvaluSys?

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EvaluSys® provides online diagnostic tools revealing unmet needs of prospects or existing clients

Advisor benefits:

• Identify and close new business

• Reduce business development time and expense

• Extend engagements with existing clients

Executive Leadership

Business Planning

Exit Planning

Sales Process

Marketing Strategy

Product/Service Innovation

Financial Planning & Control

Human Resources

Management / Supervision

Business Process Quality

Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC

Advisor Solutions

3Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved. EvaluSys is a registered service mark of EvaluSys LLC

Diagnostic results provide:• Call-to-action for client leadership• Visibility to critical issues / needs• Opportunity to demonstrate expertise

Business Evaluation:• Presents questions, collects responses• Analyzes responses to identify issues

Post-Evaluation:• Help clients prioritize actions• Deliver needed expertise• Refer non-core solutions to partners

Present Results

Deliver Solutions

Collect / Analyze

Engage / InspireBusiness Wellness Checkup:• Free tool to engage prospects• Identifies candidates for further

examination

Advisor Value Chain


Deliver Solutions

Engage / InspireSuspectsQualifiedProspects

Diagnostic Clients

Qualified Clients

Advisory Clients

ConsultingClients

Business Wellness Checkup

Business Evaluation

Present Results

Collect / Analyze

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Would the prospective client value an in-depth evaluation in one or more management areas?


Product / Service

Innovation

Business Planning

Human Resources

Management / Supervision Marketing Sales Fin. Planning

& Control

Business Process Quality

Exit Planning

Executive Leadership


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Twitter

Qualified leads directed back to your website for

conversion

LinkedIn

Web Home Page

Web Landing Pages

Search Engine Ads

Email Marketing

Webinars

Seminars

Integrated tracking• Click-Thru• Diagnostic Completion• Qualification• Conversion

Facebook

Integrate a FREE initial online business check-up into your marketing programs


Evaluation Primer

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Prospect responds to 10 minute diagnostic and receives immediate feedback via email

Examine your Business Exit Readiness

Further examine your readiness to exit your business in a way that helps you become keenly aware of how effective exit planning and timely execution of those plans will maximize your ability to achieve or exceed business objectives and meet your personal financial goals.

Outcome:

The Exit Planning chapter of the EvaluSys Business Evaluation will help you recognize actions you can take to prepare for a successful business exit.

Implications: Lack of timely exit planning will jeopardize your ability to

exit your business on terms that will satisfy your financial needs and on a timeframe that supports your personal life goals.

If you do not recognize the critical importance of timely exit planning, you may lose the opportunity to position yourself for a successful exit.

If you do not become aware of all the strategies available to significantly improve your business exit success, you may find you no longer have time to employ many strategies as you approach your chosen time for exit.

Benefits: Become aware of the powerful impact effective exit

planning can have on your personal satisfaction once you leave your business.

Understand the critical importance of timely preparation to position your company for an optimal exit.

Recognize where early planning can help remove barriers and mitigate risks as you prepare to exit your business.


Evaluation Primer

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Consultant receives more detailed diagnosis for use in prospect follow-up

Examine your Business Exit Readiness

Further examine your readiness to exit your business in a way that helps you become keenly aware of how effective exit planning and timely execution of those plans will maximize your ability to achieve or exceed business objectives and meet your personal financial goals.

>>Does not fully recognize their personal financial needs for liquidity.

>>Does not understand the variety of complex strategies available to maximize the value received at exit.

>>Does not know the size of any "value gap" that might impact their ability to exit.

>>Does not know the key value drivers influencing the amount buyers will pay for a company in their industry.

>>Does not know if they have organized their company to minimize tax liability upon business exit.

>>Does not have access to the right collection of experienced exit advisors to achieve their exit objectives.


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Premium Edition


IncreasedImpact

Greater Motivation

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New Premium Feature


Diagnostic Scorecard is a new feature of the Premium Edition

Setup A New Client


Option 1: Checkup-Qualified Prospect Conversion

Your Private Client on EvaluSys

Option 2: Direct Add Private Client

Diagnostic Control


Reveal or withhold access to results

online

You control your client’s evaluation

experience

Which diagnostic chapters are

visible

Whether your client has visibility to other EvaluSys

advisors for assistance

Business Evaluation


Clients / Prospects answer questions

Consultant reviews results with business to

discuss needed solutions

Diagnostic Reporting


Diagnostic results can be delivered via customizable report, providing key talking points for client discussion.

Advisor’s Remarks

Steve, this is particularly important for you at your stage of business development.

It is critical for you to begin exit planning now, to allow time for value growth strategies to take effect. If you plan to retire in the next couple years, there is no time to delay.

• Advisor provides Business Wellness Checkup link on website, email and social media marketing.

• Advisor uses individual diagnostic chapters for targeted workshops (online/offline).

• Advisors price their diagnostic services on a cost-plus basis

• Broad diagnostic results yield opportunities for key referral partners, generating reciprocal referral business.

• Advisors partner with CPA Firms, Law Firms or other organizations to deliver diagnostic services.

Typical Advisor Use


• Visit EvaluSys.com for:– Online demonstrations– Whitepaper downloads– Advisor registration

• Email [email protected] or call (704) 542-7580 x224 for:– Pricing– Answers to additional questions– Sample reports– Client Trial account access

More Information


mailto:[email protected]

EvaluSys LLC8508 Park Road #141Charlotte, NC 28210(888) 542-7580

EvaluSys Advisor Overview

Business

Transcript of EvaluSys Advisor Overview