All rights reserved, 4M Navigator LLC, confidential, 2014

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No Man’s Land: When Companies are Too Big to be Small and Too Small to be Big

When the company wants to get to the next level, but: •  It’s not growing fast enough •  the CEO and leadership don’t have enough time, money, people to do everything • the team is not on the same page • the company has outgrown some of the employees •  the CEO is too involved in everything

The adolescent stage of business When the business is too big to be small and too small to be big

No Man’s Land Blind Spots

Other Common Issues Surfaced

The Benchmark Button Changes the Game CEO/Founders, Private Equity, and Advisors

!•  Creates quick access to a comprehensive strategic

discussion with the client!•  Connects the Business with the Financial!•  Reduces PE and Advisor time on due diligence !•  Creates a “sticky” client relationship!•  Enables the Advisor to become a key member of the team!•  Quickly escalates the Advisor role with the client !!!!

The Button Builds Client Dependence and Adds Value

•  Expands the client relationship!•  Helps CEO and team to look

forward both financially and strategically!

•  Helps the CEO/Founder to look at his company like an investor!

!!!!

!

Typical quotes from Advisors

“…Allows me to look very smart with little effort.”!“…Helps me get the client to ‘yes’ much faster.”!“…Adds credibility to my practice.”!“…Huge time saver.”!

The  Benchmark  Bu-on  Value  Proposi5on    

•  Quick  online  experience  for  the  CEO  that  delivers  valuable  information  he/she  can’t  get  anywhere  else.  

•  Sets  the  stage  for  a  comprehensive  strategic  discussion    

Replies  to  the  request:  “Tell  me  something  important  about  me  and  my  company  -­‐  NOW!”  

Primary  theme    

 

How  to  get  into  the  top  10%  of  Growing  Companies    Based  on  the  fact  that  90%  of  emerging  growth  companies  stall  or  fail  in  No  Man’s  Land  

The  Bu-on  Technology  Includes…  

• Code  Driven  (easy  access  for  CEO  via  Private  Equity  or  Advisor)  • CEO  version  of  The  Button  (compares  responses  on  No  Man’s  Land  issues  to  peers)  • Team  version  of  The  Benchmark  Button  (formerly  the  Compass);  can  include  comparative  Ninancial  benchmark  data  at  a  national  level  • Comparison  of  Scores  to  500  (more  every  week)  other  CEOs  and  teams  and  companies  • Financial  Industry  comparative  data  on  essential  metrics  like  Gross  ProNit,  EBITDA,  and  Revenue  • Comparison  of  Income  Statement  expenses  as  percentages  of  revenue,  to  competitors  nationwide  • What-­‐If  Calculator  (implications  of  investment  on  risk  level)  • Investment  Indicator  Score  (ROI  of  human  capital  and  other  capital)  • PDF  report  of  all  Button  data  generated  available  

 

A  Few  of  the  Applica5ons  of  The  Bu-on    

•  One-­‐time  review  with  clients  on  the  CEO’s  personal  results  

•  One-­‐time  review  with  existing  clients  on  the  Team  Button  results  

•  Periodic  deep-­‐dive  review  of  the  CEO,  his  team,  and  the  company  

•  An  effective  segue  into  a  Strategy  Scoreboard  if  desired  

 

Code  Driven  -­‐  Easy  Access  –  Quick  Start    

 Easy  Sign-­‐in    

 Minimal  Company  Info  Required      

 Seamless  Ques5on  Process      

Engaging  Format  to  Present  the  CEO  Results    

Industry  Focused  Compe55ve  Benchmarking  

Industry  Focused  Compe55ve  Benchmarking  

Industry  Focused  Compe55ve  Benchmarking  

What-­‐If  on  Changes  in  GP,  Expenses,  or  Strategic  Hires  

The  Team  Button  and  

Strategy  Scoreboard  

The Team Button – Get the Leadership in Sync

The Benchmark Button Scoreboard: one-page Strategy Execution Software

       Client  Value  Op5ons  with  The  Bu-on      

The Benchmark

Button

The Team

Button

The Strategy

Scoreboard

All rights reserved, 4M Navigator LLC, confidential, 2014

brent@incnav.com