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Slide 1: Mid Marketplace.com “Bringing together People, Ideas, and Capital to Maximize Value for Business Owners”
Slide 2: A Fragmented Approach is Ineffective Today most financial professionals focus almost exclusively on just 1 or 2 of the pieces, valuation, legal, accounting, tax, M&A, etc. -- they fail to completely understand the owner’s fundamental personal needs and comprehensively evaluate the company’s overall business performance and potential
Slide 3: The Importance of a “BIG Picture” View • Because the needs of the private Business Owner and the Company are so inextricably interlined the best Financial Advisors focus on the whole and not just individual parts.
Slide 4: “None of us is as smart as all of us.” Warren Bennis 4
Slide 5: The Transition Team CPA Business Growth Consultant Attorney Estate Planner Manager Transition Planning Team Risk Management Professional Personal Financial Advisor Money Manager Private Investment Banker 5
Slide 6: It all begins with awareness, information, and education…a whole new perspective on the BIG picture
Slide 7: Maximum Value Process (MVP) Personal & Estate Planning Awareness & Education Personal Needs Analysis Project Coordination and Process Management Business Evaluation Transaction Advisory Implementation Assistance Management Action Plan (MAP) Value GAP Analysis 7
Slide 8: “When a man does not know which harbor he is heading for, no wind is the right wind.” Seneca
Slide 9: The Key Questions : What exactly do you really want most …. How much will it all likely cost…. what are the best ways to get it? 9
Slide 10: A planning process driven by the personal needs of the business owner What was the main reason you went into business for yourself? What sort of relationship do you want to have with the business going forward? Where are you at now considering the lifecycle for your Business? For how much longer do you want to remain involved with the business?
Slide 11: Business value depends largely on personal value decisions about goals and transfer objectives What is the future potential of your business? · Business Value · other investments · real estate
Slide 12: What total $ Dollars need be accumulated over the available period of time ?
Slide 13: Bridging the “Value Gap” Personal Needs Business Value Identify and Create Solutions to Bridge the “Value Gap” 13
Slide 14: The Value GAP “If you can’t measure it you can’t manage it”
Slide 15: Data 15
Slide 16: Forecasting 16
Slide 17: PEGASUS SECURITIES Providing WEALTHCARE ©Copyright Wealthcare Capital Management, a division of Financeware, Inc. 2004 All rights reserved
Slide 18: “Value Gap” • “A” Analysis = “B” Benefits - “C” Costs • • • “B”= total future income streams likely to be available from all sources (Benefits) “C”= total future dollar amounts likely to be required for all personal goals and objectives (Costs) “A” = the $ Difference between “B” and “C” • • If positive – Proceed to with “Business Transfer” Planning If negative – Proceed with “Value Growth” Planning 18
Slide 19: Bridging the “Value Gap” Owner Expectations/ Requirements n pa om eC e alu yV $__________ s ea ncr I Business Transfer Value $_________ How? 19
Slide 20: Knowing the $ Value Gap you can Model Alternatives What are all the possible ways to get from where you are to where you want to be?
Slide 21: “Choose the right next step at the right time” Manage the many Business and Personal Transition Issues Design and Plan “The Right Next Step” Manage entire Transaction Process Implementation Optimum Results Next Step: Personal Wealth Management 21
Slide 23: Maximum Value Process