Bill St Clair and Ernie English talk to CY Fair Houston Chamber of Commerce about taking your business to the next level.

2. TAKING YOUR BUSINESS TO THE
NEXT LEVEL
•BE A FINDER, NOT A MINDER OR A GRINDER
•THE IMPORTANCE OF BUSINESS PLANNING AND FORECASTING
•THE VALUE OF PROFESSIONAL HELP
PRESENTED BY B2B CFO®
April 17 General Membership Luncheon
BILL ST. CLAIR, PARTNER ERNIE ENGLISH, PARTNER

3. “Unofficial
Organization Chart”
• Finders – future thinkers
• Minders – historical view
• Grinders – live for today

4. WHO IS A FINDER?
• Entrepreneurs are Finders
– Live in the future; pull others into the future
– High ethical and moral business core values
– Creative, visionary, innovator, dreamer
– Relationship builder

5. Make the Best Use of
Your Time
•Find sales with good
margins
•Leave Minding and
Grinding activities to
others
•Sales or cash? – let
others find the
cash, Finders need to
generate sales

6. BUSINESS
PLANNING AND
FORECASTING
• WHERE ARE YOU GOING?
• HOW DO YOU KNOW WHEN YOU GET THERE?
• ARE YOU ENTERING A RESOURCE “DANGER
ZONE” ?
• ARE YOU AT RISK OF GIVING UP YOUR FINDER
ROLE?
• WHAT ARE YOU GOING TO TELL THE BANK?
• HOW DOES THIS APPLY TO YOUR EXIT?

7. USING PROFESSIONAL
HELP
• CONSIDER THE NOTION THAT “YOU DON’T KNOW WHAT YOU
DON’T KNOW”
• QUALITY HELP IS AVAILABLE TO FIT YOUR BUSINESS SIZE AND
NEEDS
• A TRUSTED ADVISOR CAN BE AN INVALUABLE RESOURCE IN
DETERMINING WHAT HELP IS APPROPRIATE
• FREE RESOURCES: LONE STAR COLLEGE SBDC, SCORE VOLUNTEERS
AND MANY MORE
• CONSULTANTS: PEO, SPECIALTY TAX, CPA, IT, CMO, CLO, CFO,
WEALTH MANAGER
• EXPLORE OPTIONS, LEARN ABOUT RISKS, LEVERAGE KNOWLEDGE
BASE

8. COMPLIMENTARY
ASSESSMENT
THE DISCOVERY ANALYSIS TM
• A confidential meeting with the business
owner(s), then interview company staff
• Look at the company’s financial information and
computer systems
• Benchmark financial information against industry
averages
• Create a confidential report of our findings in
The Strategy Gameplan TM

9. THANK YOU!
www.b2bcfo.com