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Manage Business Finances in 30-Minutes a Month
Tony LaelExecutive Vice PresidentCorelytics, Inc.
BL16
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What road is your company on?
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11 Countries and counting…
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Stage of Business Drives Priorities
Start Up Lifestyle
Looking for ExitExperienced
Team
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LifestylePersonal freedoms
Primarily T&MSome fixed feePersonal managementIncome, expenses & cash
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Start UpBuild, build, build
Multiple LOBsContractsDevelop Management skills Growth
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Experienced TeamDevelop a rhythm
Client PortfolioClient service #1Line managersEBITDA
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Looking for ExitRight hands for the right amount
Most optimal value with smoothest transitionValuation
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Business models & industry trends drive management practices
I n d u s t r y Tr e n d s
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MSPs see recurring revenues, but profitability harderCombined shows higher growth, but management complex
Trends Revenue and EBITDA growth rates
- Taken from Corelytics Industry Performance Report February 2011
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Companies providing RMM services see higher profitsTop performers see 49% higher profits
Trends Profitability – remote monitoring & management
- Taken from Corelytics RMM Industry Performance Report June 2011
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What do top performers have in common?
P r o a c t i v e F i n a n c i a l M a n a g e m e n t
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Have a Process30 Minute Monthly Management
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Top 5 to 15 (examples)Revenue ExpenseProfitGross MarginRevenue per Billable FTEEBITDAMarketing ExpenseGross Margin
Know Your MetricsBreak down by line of business
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Review Performance See the picture
Key relationshipsCash to Expenses Revenue Rate to Expense Rate to Cash Balance
Ask toughmanagementquestions
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Review Performance Track goals, tune into industry trends, look ahead
Your goals GrowthPercent of Revenue
Track benchmarks for your model
Use best and worst case scenarios
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Assign OwnershipExperienced players know
Link operational priorities to metrics you track
Overall companyperformance
Line of business performance
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Business Intel l igence derived from the Corelytics™ Financial Dashboard is fundamental to strategic planning and to routine business management.
–Todd Thibodaux, CEO
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Manage with intention
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© 2011 Microsoft Corporation. All rights reserved. Microsoft, Windows, Windows Vista and other product names are or may be registered trademarks and/or trademarks in the U.S. and/or other countries.The information herein is for informational purposes only and represents the current view of Microsoft Corporation as of the date of this presentation. Because Microsoft must respond to changing market conditions, it should not be interpreted to
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