4 growth capabilities 2014 2
DESCRIPTION
4Growth Capabilities Overview: 1. Business Assessment 2. Active Management 3. Business Valuation M&A Funding 4. Learning and PerformanceTRANSCRIPT
Defining and Growing Your Business Value
Help our client identify and realize opportunities for significant value creation
Unlock your business potential through partnership with 4Growth
4Growth Inc. – Mission
1. Overcome Roadblocks◦Our clients tell us that they often hit a wall◦We provide counsel and work with them to continue to grow their business
2. Define the Business Model◦ We work with you to define the right business
model for growth◦ Create the potential for shareholder returns
3. Execute, Build & Support◦ We help you implement through active
management, strategic partnerships, skills enhancement, and a comprehensive knowledge base
4Growth Inc. – 4 Key Goals
4. Use Methodologies & Effective Practices◦ Our process is to assess our client’s business,
fully define the problem, then actively implement the best strategy and tactics
◦ Support, through long-term participation, useful methods that can be incorporated into an ongoing appropriate strategy
4Growth Inc. – 4 Key Goals
4Growth’s Areas of Concentration
Our Trillium is
Learning and Performance
Business Assessment—Where Now & Where Next
Key Components—Fit and Readiness
Markets Products
Customers Partners
STRATEGICFIT
ExternalOpportunity
People ProductDevelopment
Management Processes
InternalInfrastructure
ORGANIZATIONAL READINESS
Vision and MissionStrategy
Business ValuationMergers & Acquisitions
Business RoadmapOfferings
TechnologyMarketing
Sales EffectivenessPeople
Recommendation
Assessment Examining the Pieces
Business Assessment
Areas Marketing, Sales, Operations, HR, Product Development, Finance
Activities Examine marketCompetitionProductsCapabilities/peopleFinancialsPartnerships
Outcomes
One or more key plans:StrategicBusinessMarketingSalesResource
ClientWeb-based print production business preparing for aggressive expansion
ChallengeInitial business was developed around a web application built and owned by a third party. Ongoing enhancement and support has been adequate, but aggressive expansion plans now call for a more reliable approach
Role4Growth reviewed existing technology and supplier partnership agreement and provided risk assessment, costing and staffing for four optionsRecommendation was made and 4Growth actively participated in the execution of this plan
Case StudyStrengthen core business solution
Active Management
Execution Assuming a Role and Making it Happen
Active Management
Areas CXOMarketing, Sales, Operations, HR, Product Development, Finance
Activities Lead generationChannel developmentStrategic marketing & planningSales planningStrategic partnershipsFranchise initiativesCapabilities and people
Outcomes
Increased revenue and profitability, expanded market presence and increased employee productivity
ClientRetail marketing services business with $8m revenue.
ChallengeStalled business performance caused owner to lose confidence in his executive management team.
ActivitiesOwner retained 4Growth as trusted advisor to provide sales, financial, technology, legal and M&A support to enable transition of the management team while minimizing risk to the ongoing business. 4Growth participated in the execution of this plan
Case StudyActive Management
Business Valuation
Valuation Reality Creating understanding
Business Valuation
Areas Mergers & acquisitionsBusiness brokerageCapital raisePrivate & public placement
Activities Multiple valuation modelsFinancial assessmentStandardizing reportingUnderstanding cash flowDetermining GoodwillMultiple internal sources
Outcomes Multiple internal sources provide a holistic view to valuationWe create understanding among all stakeholders as to the business value
ClientThe owner of a sports-entertainment complex wanted to sellThe owner had a preconceived, unrealistic notion of the value of the business.
ChallengeOur valuation process determined a value that was 33% of the owner’s expectation, which was confirmed by market feedback.
ActivitiesThe business is still for sale . . . Three years later.
Business Valuation—Case Study
Learning and Performance
Our Trillium isLearning and Performance
Learning and Performance
Learning and Performance:Right approach at the Right time
Learning & Development◦ Learning solutions for our
clients◦ Leadership development◦ Management
development◦ Sales team effectiveness ◦ Emotional Intelligence as
a business strategy
Coaching & Performance◦ Executive coaching ◦ Transition planning◦ Sales effectiveness
coaching◦ Individual development◦ Emotional Intelligence
assessment & coaching
Learning and Performance
Learning and Performance:Right approach at the Right time
1. Learning & Development◦ Learning solutions for
our clients◦ Leadership development◦ Management
development◦ Sales team effectiveness ◦ Emotional Intelligence
2. Coaching & Performance◦ Executive coaching ◦ Transition planning◦ Sales effectiveness
coaching◦ Individual development◦ Emotional Intelligence
assessment & coaching
Learning and Performance—Case Study Client
The owner of a professional practice had experienced several years of stalled growth; with last year’s revenue down 20%
ChallengeThe business owner’s success was being compromised by ineffective organizational structure, hazy role definition, and unclear business vision
ActivitiesWe reverse-engineered the business based on an ideal future state (5-years hence). We derived annual forecasts and human resource plans to support the projections. This process resulted in a realized 200% increase in revenue by year 1 and a realized 233% increase in revenue by year 2
Bios – Core PartnersGary Collins
Gary Collins is a Managing Partner of 4Growth Inc.. Gary is experienced in the evaluation of personnel, management assessment, all aspects of sales including coaching, mentoring and business development. Gary has provided advice related to restructuring, mergers and acquisitions.
Gary’s experience has included both private and public companies and a cross-section of large, mid-size and start-up organizations. Prior to 4Growth Inc. highlights to his management include: Co-CEO, Pomegranate Media Inc.; Country Manager, McAfee Canada and Regional Vice President and General Manager, Nexinnovations. He assisted a variety of these organizations in building executive teams to grow or maintain market positions. He has worked in a number of vertical industries including healthcare, financial services, manufacturing, entertainment, technology and consumer retail. Gary is a graduate of York University (BA Honours, History & Political Science) and has completed a number of marketing and management programs throughout his employment history.
Mark EdwardsAs a partner in a public accounting firm for over 20 years, Mark has extensive experience with all size companies from the small startup, up to international mid-size companies.
Mark has experience with several different financial accounting systems, financial reporting systems and corporate governance for all levels of business. The accounting firm not only provided accounting, audit and tax services, but assisted with arranging financing through various sources both public and private. He has been involved at the senior management level in smaller public companies including the CEO and CFO roles as well as being a Director . Through these experiences, he is well aware of the issues and constraints facing public companies today.
Mark has been successful in taking private companies public, both through prospectus offerings and by way of reverse takeovers. His public company experience includes turnaround situations, start up and he has been involved with several successful acquisitions/merger transactions over the years.
Bios – Core PartnersMatthew Asser
Managing Partner—Learning and Performance. Matthew is a thoughtful learning and performance professional with diverse experience gained over 25 years in financial services. He has a proven ability in the following areas.
Strategic and business planning, marketing and sales plan development and implementation. Additionally, Matt’s experience includes product and program development – concept to launch – with supporting marketing plans, product literature and education.
Coaching and program leadership: development, implementation, and leadership of coaching and performance improvement programs with professional and financial services.
Business start-ups and management: Involved with two business start-ups in financial services which included product development, budgets and management in the areas of marketing, sales and human resources.
Matthew holds Bachelor of Science and Master of Education degrees. He is an EI Skills Group Certified Professional & MHS Certified MSCEIT Professional having completed the Mayer Salovey Caruso Emotional Intelligence Test Certification at Yale.
Jacques BrunelleManaging Partner—Quebec. Jacques has a breadth of knowledge from over 35 years in business. Most recently he was VP of Business Development at Montreal-based Informat Software Inc. Jacques has held executive responsibilities at IBM Canada, Canada Post Corporation, Van Houtte Inc., McKesson Canada and Uniprix.
Successfully leveraging a variety of business models and organizational settings, Jacques has a solid understanding of the challenges and opportunities in several functional areas and industries, specifically: distribution & logistics, retail, services, and information technology. Jacques is passionate about community service. Over the past 15 years, he has been involved with a number of charitable foundations, including Epilepsy Canada, Fondation Ressources Jeunesse, the Terry Fox Foundation, and the F.I.N.L.B. (for the visually impaired) where he recently completed a five-year assignment as the Chairman of the Board. Jacques holds a Bachelor of Commerce. He coaches a youth ski racing program in Mont Tremblant during the winter, and also finds time in the summer to run two U12 and U14 National Tennis Championship tournaments.
Jacques is based in Montréal.
Bios – Core Partners. David Sharples
David is an effective, adaptive sales and marketing executive with over 25 years experience in mobile app development, web, social media, enterprise technology, and business consulting. David brings a wealth of knowledge and experience having launched numerous products and services into new markets in both Canada and the U.S. David has held executive positions with IBM/Lotus, Toshiba, Borland Software, Glacier Digital, and Clearbridge Mobile. David is a certified Solution Selling TM Coach and has extensive knowledge of vertical markets, sales channels, and distribution networks. Most recently, David published his first eBook called “Boomer Self Branding” which is designed to help transition Baby Boomers to utilize social media to embark on new careers. http://tinyurl.com/py6c8rr
Thank YouFor more information please contact:
Gary Collins: 416-346-1446; [email protected]
Matthew Asser: 905-213-4714; [email protected]