introduction and overview rtdc annual meeting november 21, 2013 | embassy suites syracuse, ny

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Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

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Page 1: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

Introduction and Overview

RTDC Annual Meeting

November 21, 2013 | Embassy Suites Syracuse, NY 

 

Page 2: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

RTDC Annual Meeting – November 21, 2013 2

What is CoreValue® software?

• Web application designed for business owners

• Offers ability to dynamically assess and improve transferable enterprise value

CoreValue® Software

Page 3: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

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Value is the real measure of business success… • Value measures all those things that enable a business to

generate profit today and into the future• Value measures what can and will happen, not what

happened yesterday• In public companies it’s called market capitalization; in

private companies it’s called enterprise value

CoreValue® Software

Page 4: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

ENTERPRISE VALUE IS NOT

1. Profit

2. Revenue

3. Captured on the Balance Sheet

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Page 5: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

ENTERPRISE VALUE IS

A company’s ability to generate future revenue and profit even without the current business owner(s) in charge

RTDC Annual Meeting – November 21, 2013 5

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Creating value is about building a durable, efficient, and effective business ‘engine’ that can dependably generate profit into the future, even without the current business owner in charge.

CoreValue® Software

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How does CoreValue® work?CoreValue® utilizes its best practice standards combined with industry data and past financial performance to determine a company’s enterprise value, potential enterprise value, the ‘value gap’ between the two, and provides actionable feedback on how to improve value.

RTDC Annual Meeting – November 21, 2013

How does it work?

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CoreValue exams the business engine

Page 9: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

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CoreValue Rating Based on a Framework of 18 Drivers

Page 10: Introduction and Overview RTDC Annual Meeting November 21, 2013 | Embassy Suites Syracuse, NY

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Assess the market value of your company in 90 minutes

Transferable Enterprise Value Potential Value Value Gap Red Flags Pre Due Diligence Roadmap to Improve Value

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The CoreValue Process

EngageAssessTrack

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CoreValue Tracking BUILDING REAL TRANSFERRABLE ENTERPRISE VALUE

Quantified list of Actions Prioritize Actions by $$ / ROI Regular CoreValue Rating reviews Track Enterprise Value increases Complete Due Diligence as needed

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DATA YOU NEED TO KNOW

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Questions?

CoreValue® Software

RTDC Annual Meeting – November 21, 2013

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Thank You!

RTDC Annual Meeting – November 21, 2013