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“The Small Business
          A-Team”
        Action Advisory Board
Complementing small business management
          to maximize results

             ©Action Advisory Board, Inc. 2010   1
                       Confidential
Difficult to Find Good Direction
• Board of Directors
   – Accountant, lawyer, friend, maybe a consultant
   – Meet infrequently
   – Never really “in touch” with the business
• Consultants/Coaches
   –   Coaches are focused on individuals
   –   Consultants are focused on their areas of expertise
   –   How many do you have to hire to get the whole solution?
   –   Will you get what you need or a “feel good” cheerleader?
• Peer Groups
   – Members have similar problems. You need solutions.
   – Not focused on your business
   – Group therapy or advice you can use?
                        ©Action Advisory Board, Inc. 2010         2
                                  Confidential
The Solution



“The Small Business A-Team”




        ©Action Advisory Board, Inc. 2010   3
                  Confidential
“The Small Business A-Team”
• What is it?
   – Formed to suit your business situation/evolves with you

   – 3 - 5 members per team, including vertical market expertise

   – Functional expertise in Executive Management, Finance,
     Operations, Marketing, Sales, Human Resources and Legal

   – Industry expertise in Manufacturing, Distribution, Technology,
     Government Contracting, Retail and Services

   – A tailored team of experienced entrepreneurs dedicated to
     complement and mentor the management team of a small
     business

                Action for your entire business
                      ©Action Advisory Board, Inc. 2010               4
                                Confidential
“The Small Business A-Team”
• How does it work?
   – Initial review of history, objectives and current situation
       • Can we help? Should we engage?
   – Immersion on-site with your management team
       • Create the action plan
       • Select the board members to fit your situation
   – Action advice from the first day
       •   Daily attention by email and reasonable telephone
       •   Monthly meetings with you and your team
       •   Address functional issues one on one with managers or stakeholders
       •   Monthly update to CEO
   – Subscription
       • Monthly billing
       • More affordable than one head-count

            Individual attention to each member of
                   your Management Team
                           ©Action Advisory Board, Inc. 2010                    5
                                     Confidential
“The Small Business A-Team”
           Typical Team Make-up


         Lonnie Sciambi                               Judith Haveson
         •20+ years CEO                             •20 years Marketing
•Multiple Turnaround Successes                       •Public Relations
  •Multiple M&A Transactions                        •Strategic Planning
    •Operational Excellence                      •Social Media Deployment
                                                    •On-Line Marketing


                                Modesto Casas                                  Michael Sileck
                       •30 years Sales and Marketing                         •30 years Finance
                           •International Business                          •Multiple industries
                          •Business Development                         •Mergers and Acquisitions
                            •Channel Productivity                     •Public and Private Companies

                                  ©Action Advisory Board, Inc. 2010                           6
                                            Confidential
The Benefits
              REAL RESULTS IN REAL-TIME!
            Deep understanding with objectivity
 Address biggest issues, capitalize on biggest opportunities
Based on small company experience vs. big company theories
   Vertical and industry experience mean deeper insights
    Veteran executives work with entrepreneurial speed
        Business growth/management team growth
      Complementary to in-house expertise / your team


    …Focus When and Where You Need It. Results…Always!
                   ©Action Advisory Board, Inc. 2010           7
                             Confidential
No fancy reports
      No platitudes
  No feel-good coaching
No peer-to-peer consolation

The Small Business A-Team
     is all about Action
        ©Action Advisory Board, Inc. 2010   8
                  Confidential

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The Small Business A Team Overview

  • 1. “The Small Business A-Team” Action Advisory Board Complementing small business management to maximize results ©Action Advisory Board, Inc. 2010 1 Confidential
  • 2. Difficult to Find Good Direction • Board of Directors – Accountant, lawyer, friend, maybe a consultant – Meet infrequently – Never really “in touch” with the business • Consultants/Coaches – Coaches are focused on individuals – Consultants are focused on their areas of expertise – How many do you have to hire to get the whole solution? – Will you get what you need or a “feel good” cheerleader? • Peer Groups – Members have similar problems. You need solutions. – Not focused on your business – Group therapy or advice you can use? ©Action Advisory Board, Inc. 2010 2 Confidential
  • 3. The Solution “The Small Business A-Team” ©Action Advisory Board, Inc. 2010 3 Confidential
  • 4. “The Small Business A-Team” • What is it? – Formed to suit your business situation/evolves with you – 3 - 5 members per team, including vertical market expertise – Functional expertise in Executive Management, Finance, Operations, Marketing, Sales, Human Resources and Legal – Industry expertise in Manufacturing, Distribution, Technology, Government Contracting, Retail and Services – A tailored team of experienced entrepreneurs dedicated to complement and mentor the management team of a small business Action for your entire business ©Action Advisory Board, Inc. 2010 4 Confidential
  • 5. “The Small Business A-Team” • How does it work? – Initial review of history, objectives and current situation • Can we help? Should we engage? – Immersion on-site with your management team • Create the action plan • Select the board members to fit your situation – Action advice from the first day • Daily attention by email and reasonable telephone • Monthly meetings with you and your team • Address functional issues one on one with managers or stakeholders • Monthly update to CEO – Subscription • Monthly billing • More affordable than one head-count Individual attention to each member of your Management Team ©Action Advisory Board, Inc. 2010 5 Confidential
  • 6. “The Small Business A-Team” Typical Team Make-up Lonnie Sciambi Judith Haveson •20+ years CEO •20 years Marketing •Multiple Turnaround Successes •Public Relations •Multiple M&A Transactions •Strategic Planning •Operational Excellence •Social Media Deployment •On-Line Marketing Modesto Casas Michael Sileck •30 years Sales and Marketing •30 years Finance •International Business •Multiple industries •Business Development •Mergers and Acquisitions •Channel Productivity •Public and Private Companies ©Action Advisory Board, Inc. 2010 6 Confidential
  • 7. The Benefits REAL RESULTS IN REAL-TIME! Deep understanding with objectivity Address biggest issues, capitalize on biggest opportunities Based on small company experience vs. big company theories Vertical and industry experience mean deeper insights Veteran executives work with entrepreneurial speed Business growth/management team growth Complementary to in-house expertise / your team …Focus When and Where You Need It. Results…Always! ©Action Advisory Board, Inc. 2010 7 Confidential
  • 8. No fancy reports No platitudes No feel-good coaching No peer-to-peer consolation The Small Business A-Team is all about Action ©Action Advisory Board, Inc. 2010 8 Confidential