1. Building Private Business Value

2. Who is Boardroom Metrics?
Accomplished Executive consultants delivering
boardroom level value creation since 1994
– Metrics (MEASURE)
• Private Business Value, Board Effectiveness, People
– Advisory Services (PLAN)
• Strategy, Coaching, Governance
– Accomplished Executives (DO)
• Interim Leaders/Managers, Subject Experts, Coaches

3. The Wave – Business Transfer…
The most important business demographic wave of the 21st Century.

4. The Owner Challenge

5. Private Company Value Equation
Role of the Owner Role of the CEO
V = P ST
Value = Profit that is Sustainable and Transferable
“When they can be sold, many successful private businesses sell for less
when their success isn’t transferable and sustainable to new owners.”

6. The Sell for More Owner’s Process
Step I Step 2 Step 3
Assess Build Value Transfer
PROJECT - Assessment / Plan Professional Chairman - Coaching
CEO / Owner : Engagement Owner : Focus Owner : Successful Exit
Accomplished Executives 3rd Parties as needed

7. Sell for More
Step I: The Assessment Deliverables
:
• Industry Research
• Assessment report for All Business Areas
– Define success: Owner Objectives
– Finance: Profits, Cash flow, Processes
– Revenue: Marketing and Sales
– Delivery: Operations
– Administration: Human Resources and Legal
• Owners Report
– SWOT
– Scored Drivers, Categories and Findings Analysis
– Value Dashboard and Estimator
– Action Plan

8. The Sell for More Step 2 and 3:
The Professional Chairman
Holds owner accountable for
value, CEO for performance.
Sounding board, coach,
facilitator. Meets regularly with
owner, CEO on plan
progress.

9. Steps 2 and 3:
:
Using the Performance Dashboards
Customizable, based on the goals, performance indicators and
tracking requirements defined by the owner and the
management team! (eg: cash, delivery, revenue, profitability)

10. Step 3: Options and Opportunities
Pursuit of: Professional Chairman
• Sale
• Merger
• Acquisition
• Go public Due
Diligence
• ESOP
• Transfer to child Owner
Wealth Advisor M&A/Other Professionals

11. Why ?
• Private Business Focus and Board Room Mentoring
experience since 1994
• Proven, End-End Value methodology with Innovative tools for
post assessment owner value in addition to the “sell for more”
report and plan
• Team of Accomplished Executives
– experienced, selected, trained
– breadth and depth in many industries
– proven leaders in all functional roles

12. builds private
businesses that sell for more.
Toronto (416) 573-9396
Ottawa & Montreal (613) 836-9414
info@boardroommetrics.com
www.boardroommetrics.com