New Member PresentationName of Company

Owner Name

Outline

Professional Background Personal Interests Business Overview Business Challenges Business Goals and Successes Why TAB

Professional Background

Grew up where? Highlights of working

experience How got started in the

business Strengths/expertise Role in the business

Personal Interests

Hobbies Family What are you passionate

about

Business Overview

What does your business provide

How long in business Revenues? Number of

employees? Unique Sales Proposition – why

would someone do biz with you vs. competitors?

Competitors? How do you make money?

Organization Structure

You

Do you have partners? What are their roles?

Are there any family members in key roles?

Business Challenges

What are the tactical issues you have?

What are the strategic issues you have?

What is keeping you up at night? If partners – how would you describe

the health of the partnership? If family business – any issues with

family members impacting the business?

Business Goals and Successes

Short term goals (1 year or less)

Long term goals (3-5 years) What do you suspect is your

exit strategy Family succession; sell; shut

down;employee buy Business

successes/accomplishments/awards

Why TAB

Why did you join TAB? What do you need from your

board to take it to the next level? Candidness Accountability Ask you the tough questions Etc…..