Business Wealth Creation- Consider Pathway Partners as your Wealth Manager of the single greatest asset in your life, your business. We will determine its value today, and more importantly, create a target value for this key asset at a specific future date (typically three to seven years out). Learn more at www.PathwayPartnersLLC.com We ensure that all the necessary tools are in place to create success and mitigate loss: KPI’s, incentive, profit sharing, strategic and business development plans. When the inevitable challenges arise, we will hold your team accountable for action plans to get the business back on track. We will be there to help the company perform at the levels necessary to attain your financial goals. This laser focus on your company’s execution of its plan and direct and timely accountability helps ensure success. We are only successful when we help you attain your ultimate financial freedom and security. We are your Pathway Partners. Hands-On & High Value Our business model is different. We are not project based. We don’t charge large sums for doing projects that may or may not work. We only look for long-term relationships where we can be your partners in your success. We provide our services in a comprehensive manner based upon an affordable fixed monthly retainer. The retainer includes CEO coaching and the development of the plans, processes and management infrastructure to help ensure your success. Then we monitor monthly performance, help update the plans each year and focus on accountability toward fulfilling your company goals. We are your Pathway Partners.

1. Steps
to
Business
Wealth
CreationSM

2. Consider us your
Wealth Manager for
your business

3. Our services are available for an affordable
fixed monthly (Starting at $10,000 per
month) which includes:
CEO Coaching
Developing Plans
Establishing Processes
Setting up Management Infrastructure
Monitor Monthly Performance
Update Plans each year
Focus on accountability for
goal fulfillment

4. We ensure that all the necessary tools
are in place to create success and
mitigate loss:
Key Performance Indicators (KPI’s)
Incentive plans
Profit sharing
Strategic and business
development plans

5. Our business model is
different. We are not
project based. We don’t
charge large sums for
doing projects that may
or may not work.

6. We only look for
long-term
relationships where
we can be your
partners in your
success.

7. We have developed
SIX STEPS
that create a path to success for
ALL the stakeholders of your
company.

8. 6
Step
Business
Wealth
CreationSM
Process
Our

9. There is no canned pathway for the
success of your company.
Our process starts with the
development of insight and
understanding. This requires a host
of questions and considerations.

10. 1Purpose &
Understanding
Step

11. What is the non-financial purpose of the company? What
are our values?
1
Who cares if the company exists? Who are the
stakeholders?
What is the financial purpose of the business, for whom
and what is the ultimate transition plan? Family,
Executives and/or employees, Sale to external party,
Liquidation?
When is the transition? What are some specific financial
targets to attain and when?
2
3
4
Step 1 - Purpose & Understanding

12. 2Strategic
Plan Creation
Step

13. What are the factors that customers care about in your
industry?
1
What are the factors that your company emphasize?
What are the factors that your competitors emphasize?
Where are the Blue Ocean opportunities for your
company?
2
3
4
What and where will we provide our services? Where and
what will we say no to?
5
Step 2 – Strategic Plan Creation

14. 3Business
Development
Plan Creation
Step

15. Start with the end and work back to today.1
What are your sales in three years, and what are the mix
of services offered?
How do we get from where we are today to our goal in
three years?
Write a Pre-Mortem explaining how your company
perishes. This tempers over-optimism.
2
3
4
What resources are needed and when? People, systems,
processes, facilities, partnerships?
5
Step 3 – Business Development Plan Creation

16. 4Financial
Plan Creation
Step

17. How can we support the growth?1
What financial infrastructure is needed?
Can we still offer great value to the customer?
2
3
Step 4 – Financial Plan Creation

18. We will determine its value today, and
more importantly, create a target value
for your business at a specific future date
(typically 3 to 7 years out).

19. Business Wealth CreationSM
$10M
$20M
$30M
$40M
$50M
1 year 2 years 3 years 4 years 5 years
$15 million
Value today
$40 million
Value Added
Wealth
Creation

20. 5Key Performance
Indicators (KPI’s)
Step

21. Every team member must know their role to help the
company get to its goal.
1
How do they succeed? What are the rules for success?
Are the KPI’s consistent with our culture and values?
Do they share in results?
2
3
4
Step 5 – Key Performance Indicators (KPI’s)

22. 6
Implementing,
Monitoring,
Adjusting
and Feedback
Step

23. How do we recruit team members? How do we ensure
continuation of our culture and values?
1
How do we provide feedback? How often and to whom?
When and how will we update our plans rolling them
forward?
2
3
Step 6 – Implementing, Monitoring, Adjusting and Feedback

24. This laser focus on your
company’s execution of its
plan and direct and timely
accountability helps ensure
success.

25. When the inevitable
challenges arise, we will
hold your team
accountable for action
plans to get the
business back on track.
We will be there to help
the company perform at
the levels necessary to
attain your financial
goals.

26. Timeline of Steps
First Step - Purpose & Understanding
completed within 60 days of commencement
Second Step – Strategic Plan Creation
completed within 90 days of commencement
Third Step – Business Development Plan Creation
completed within 120 days of commencement
Fourth Step – Financial Plan Creation
completed within 150 days of commencement
Fifth Step – Key Performance Indicators (KPI’s)
completed within 180 days of commencement
Start
30
days
60
days
90
days
120
days
150
days
180
days

27. Within nine months the
organization will exhibit
noticeable transformation.

28. How we are different:
Experienced, Award Winning CEO's
Relationships, not Projects
Implementation not just Plans
Comprehensive Scope, Laser Focused
Accountability for Success

29. We are only successful
when we help you attain
your ultimate financial
freedom and security.

30. We are your
PATHWAY
PARTNERS.
Hands-On &
High Value.

31. Start Your
Business Wealth
CreationSM TODAY!
Contact us:
Pathway Partners, LLC
Phone: 602.412.3300
Email: info@pathwaypartnersllc.com
4900 E. Arroyo Verde Dr.
Paradise Valley, AZ 85253