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© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections © 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections 1 Selections from the PVA System Selections from the PVA System (Version 1.2) (Version 1.2) - - OR OR - - How to Use the Three-Volume Set & Disks How to Use the Three-Volume Set & Disks The The Training and Reference Guide Training and Reference Guide (TRG) and training program will help you (TRG) and training program will help you learn to select the issues and slides most appropriate for a client presentation. learn to select the issues and slides most appropriate for a client presentation. You can and will select those slides and projects which best fit your client base. You can and will select those slides and projects which best fit your client base. Choose from an expandable library of over 400 PowerPoint slides and ideas Choose from an expandable library of over 400 PowerPoint slides and ideas which comprise the PVA System™. which comprise the PVA System™. Version 1.2 expands on version 1.1 and contains Frequently Asked Questions Version 1.2 expands on version 1.1 and contains Frequently Asked Questions (FAQ’s) and internet web site information which can be used to expand your (FAQ’s) and internet web site information which can be used to expand your personal industry and/or practice knowledge base with constantly updated personal industry and/or practice knowledge base with constantly updated “favorite sites” appropriate for your practice. “favorite sites” appropriate for your practice. These favorite sites can put These favorite sites can put thousands of searchable articles, best practices, and stories at your thousands of searchable articles, best practices, and stories at your fingertips. Use of the internet and other references are discussed in day 4 fingertips. Use of the internet and other references are discussed in day 4 of the PVA training program. of the PVA training program. vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks vol. III Marketing & Background Library Management Reference Library/Knowledge The PVA System

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Page 1: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)11

Selections from the PVA SystemSelections from the PVA System™ ™ (Version 1.2)(Version 1.2)- - OROR - -

How to Use the Three-Volume Set & DisksHow to Use the Three-Volume Set & Disks

The The Training and Reference GuideTraining and Reference Guide (TRG) and training program will help you (TRG) and training program will help you learn to select the issues and slides most appropriate for a client presentation. learn to select the issues and slides most appropriate for a client presentation. You can and will select those slides and projects which best fit your client base. You can and will select those slides and projects which best fit your client base. Choose from an expandable library of over 400 PowerPoint slides and ideas Choose from an expandable library of over 400 PowerPoint slides and ideas which comprise the PVA System™.which comprise the PVA System™.

Version 1.2 expands on version 1.1 and contains Frequently Asked Questions Version 1.2 expands on version 1.1 and contains Frequently Asked Questions (FAQ’s) and internet web site information which can be used to expand your (FAQ’s) and internet web site information which can be used to expand your personal industry and/or practice knowledge base with constantly updated personal industry and/or practice knowledge base with constantly updated “favorite sites” appropriate for your practice. “favorite sites” appropriate for your practice. These favorite sites can put These favorite sites can put thousands of searchable articles, best practices, and stories at your thousands of searchable articles, best practices, and stories at your fingertips. Use of the internet and other references are discussed in day 4 fingertips. Use of the internet and other references are discussed in day 4 of the PVA training program.of the PVA training program.

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

vol. IIIMarketing

& Background

Library

Management Reference Library/Knowledge

The PVA System™

Page 2: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)22

The The three-volume setthree-volume set and PowerPoint disks are designed as a system to and PowerPoint disks are designed as a system to help you enhance your business and management advisory skills. help you enhance your business and management advisory skills. With it you can With it you can build a personal knowledge basebuild a personal knowledge base within Microsoft’s within Microsoft’s Office ’97.Office ’97.

➤ Each component is important but should be used with the others for Each component is important but should be used with the others for reinforcement.reinforcement.

➤ When combined with other continuing education courses offered by the When combined with other continuing education courses offered by the CenterCenter, , they lead to a system of lifetime business learningthey lead to a system of lifetime business learning which can be which can be shared with othersshared with others andand carried on the hard-drive of a laptop computer carried on the hard-drive of a laptop computer..

These These “selected” pages“selected” pages are designed to help you maximize the value of are designed to help you maximize the value of the system and understand the contents. You may want to pass this the system and understand the contents. You may want to pass this “sample pack”“sample pack” along to other associates interested in building their along to other associates interested in building their business and management advisory skills. (Note that page numbers are business and management advisory skills. (Note that page numbers are from the original volume)from the original volume)

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

Management Reference Library/Knowledge

The PVA System™vol. III

Marketing &

Background

Library

Page 3: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)33

Volume IVolume I of the three-volume set is packaged in of the three-volume set is packaged in two binderstwo binders for future for future expansion. Day 1 & Day 2 of the training program are summarized in expansion. Day 1 & Day 2 of the training program are summarized in Volume IAVolume IA of the of the Training and Reference GuideTraining and Reference Guide (TRG). (TRG).

➤ Day 1Day 1 (144 pages) covers the basics on becoming a better business advisor (144 pages) covers the basics on becoming a better business advisor including guidance from Jerry Atkinson, a CPA who has made the transition.including guidance from Jerry Atkinson, a CPA who has made the transition.

➤ Day 2Day 2 (249 pages) covers the basic use of the PVA System, sales through gross (249 pages) covers the basic use of the PVA System, sales through gross margin. A complete copy of the margin. A complete copy of the “PVA Client Marketing Presentation”“PVA Client Marketing Presentation” (over (over 80 slides to choose from) and 80 slides to choose from) and “About the PVA Disks”“About the PVA Disks” are open in volume III are open in volume III for your inspection.for your inspection.

Presentation notesPresentation notes contain additional information in “sound bytes” contain additional information in “sound bytes” related to the slide and reference pages in our management library or related to the slide and reference pages in our management library or special reprints.special reprints.

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

Management Reference Library/Knowledge

The PVA System™vol. III

Marketing &

Background

Library

Page 4: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)44

Volume IBVolume IB of the of the Training and Reference GuideTraining and Reference Guide (TRG) (TRG) contains ideas and tips to be covered in days 3 and 4 of the contains ideas and tips to be covered in days 3 and 4 of the training program.training program.

➤ Day 3Day 3 (233 pages) covers operating expenses, asset management, and (233 pages) covers operating expenses, asset management, and holistic projects. How to use the PVA framework in dialog with your holistic projects. How to use the PVA framework in dialog with your clients is also discussed in detail.clients is also discussed in detail.

➤ Day 4Day 4 (176 pages) covers liabilities, cash flow, ratios, valuation, and (176 pages) covers liabilities, cash flow, ratios, valuation, and marketing as well as marketing as well as how to build your own industry/practice how to build your own industry/practice knowledge baseknowledge base using the power of the internet. using the power of the internet.

Note that Volumes III and IV contain the Note that Volumes III and IV contain the Special ReprintsSpecial Reprints on on such topics as Mezzanine Capital and Private Placements which such topics as Mezzanine Capital and Private Placements which can be used for staff and/or client information.can be used for staff and/or client information.

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

Management Reference Library/Knowledge

The PVA System™vol. III

Marketing &

Background

Library

Page 5: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)55

Volume IIVolume II contains over contains over 400 full-sized worksheets400 full-sized worksheets as they as they look when printed or presented as PowerPoint slides.look when printed or presented as PowerPoint slides.

➤ These can be copied and used as reference and/or the basis for client These can be copied and used as reference and/or the basis for client presentation and discussion guides.presentation and discussion guides.

➤ In no case will you use all slides with a given client.In no case will you use all slides with a given client.

These These slides are linked to an Excel spreadsheetslides are linked to an Excel spreadsheet you can you can customize for each of your clients. The worksheets, customize for each of your clients. The worksheets, comments, and how to use them are included on the disks.comments, and how to use them are included on the disks.

Note the “worksheets” in the small footer. Data for a Note the “worksheets” in the small footer. Data for a hypothetical benchmark company with 100 employees and hypothetical benchmark company with 100 employees and $10 million in sales is included.$10 million in sales is included.

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

Management Reference Library/Knowledge

The PVA System™vol. III

Marketing &

Background

Library

Page 6: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)66

Volume IIIVolume III contains several tabs, two of which you can preview prior to contains several tabs, two of which you can preview prior to accepting the product and license agreement.accepting the product and license agreement.

Tab ATab A - Contains the complete - Contains the complete PVA Client Marketing PresentationPVA Client Marketing Presentation in in full slide format.full slide format.

Tab BTab B - Contains the license agreement, the PVA disks, - Contains the license agreement, the PVA disks, FFrequently requently AAsked sked QQuestions (uestions (FAQFAQ), a quick reference guide, and ), a quick reference guide, and information on how to use the information on how to use the PVA DisksPVA Disks..

Tab CTab C - Contains - Contains PVA QuickPVA Quick, a smaller version of the worksheets., a smaller version of the worksheets.

Tab DTab D - Contains - Contains Required ReadingsRequired Readings including selections from the including selections from the Harvard Business ReviewHarvard Business Review and client marketing materials. and client marketing materials.

Tab ETab E - Contains over - Contains over 4545 Special ReprintsSpecial Reprints you can use to inform your you can use to inform your staff and clients on specific subjects (staff and clients on specific subjects (two examples followtwo examples follow).).

Tab FTab F - Contains space for future issues of - Contains space for future issues of The Journal for The Journal for Management AdvisorsManagement Advisors..

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

Management Reference Library/Knowledge

The PVA System™vol. III

Marketing &

Background

Library

Page 7: 六合彩-香港六合彩 » SlideShare

© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)© 1997, 1998 by The Center for Management Advisors, LLC. (PVA Selections - version 1.2)77

The The Management Reference LibraryManagement Reference Library comprises a series of comprises a series of books and tapes representing over 200 years of research. books and tapes representing over 200 years of research. These form the common These form the common knowledge baseknowledge base for the PVA for the PVA System. Tapes included with the initial system are:System. Tapes included with the initial system are:

➤ Flight of the BuffaloFlight of the Buffalo➤ Mean BusinessMean Business

Other tapes and books may be ordered through The Center or Other tapes and books may be ordered through The Center or Amazon.com.Amazon.com.

Version 1.2 adds a series of favorite internet sites that can Version 1.2 adds a series of favorite internet sites that can be used to build your own industry and practice focused be used to build your own industry and practice focused knowledge base.knowledge base.

vol. IA

TRGDay 1&2

vol. IB

TRGDay 3&4

vol. II

Work Sheets

PVA Disks

Management Reference Library/Knowledge

The PVA System™vol. III

Marketing &

Background

Library

➤ Built to Last➤ Lean Thinking