Get Ready for a Transaction

Advisory Team Integration Strategies | Part 2

XPXboston

Thursday,  June 23, 2016 | 7:15 AM – 9:00 AM

Babson College, Olin Hall,  Wellesley, MA

A 5-Step Integration Plan to Get Ready For a Transaction | Register Now!

Facilitated by Rudi Scheiber-Kurtz, Next Stage Solutions, Inc.

In the first part of this process, we discussed how to best engage our clients in the conversation of always thinking ahead and why that is vital for their future success. Participants are raving about the first event that took place in May, so don’t miss out on our second.  This unique format let’s you participate and share your expertise in the integration process as well as learn from others’ sitting at the table.

For the second part, we will focus on the integration piece to readiness. How can your client avoid pitfalls and roadblocks costing both time and money and more often lead to losing the deal? Having your ducks all lined up will pay off when your client begins the process of succession or selling. We will consider the 5-step integration plan and how to prepare best our clients.

Bring your ideas and suggestions and join us in this roundtable discussion among advisors highlighting collaboration, enhanced value and client leverage. Each advisor will hear other advisor’s perspectives on the whole business transition/transaction process, and be able to present their own. The goal is to help educate all of us and open our thinking on collaboration and the benefits it brings to us individually and to our clients.

Register Now!

Agenda
7:15 – 8:00 AM Full Breakfast & Networking
8:00 – 9:00 AM Program

Every CEO Faces Agility Issues

Our 3rd CEO Leadership Event of our 3-part Series at the Lanam Club, Andover

Wed, May 18th from 12noon – 2pm- JOIN US!

HOW DO SMART COMPANIES GROW?

What can we learn from fast growth businesses and why you need to know?  What is the fundamental path to growth in a fast paced business environment? Here are the 3 Reasons:

  1. The economic picture will continue to change, both internationally and nationally, affecting all businesses small and large. EVERY business needs to understand how to become more adaptive and agile against this volatility to survive.
  2. How do fast growth businesses adapt daily to these external changes and how do they keep their businesses agile? The CEOs will describe the different stages of growth and how it affects their culture; how they go about finding the right people, a challenge we all face.
  3. Come and hear how the digitized world helped them and what YOU can apply to your business today!  An industry agnostic approach.

REGISTER TODAY TO HAVE A SEAT AT THE TABLE!

PANELISTS:

CloudLock   Gil Zimmermann, CEO & Co-Founder, CloudLock

Mobiquity   Bill Seibel, past CEO, Mobiquity

CTP   Chris Greendale, Founder & CEO, Cloud Technology Partner

MODERATOR:            Rudi Scheiber-Kurtz, Founder & CEO, Next Stage Solutions, Inc

WHERE:  The Lanam Club, 260 N Main Street, Andover, MA 01810

Register Today!

Rudi Scheiber-Kurtz of Next Stage Solutions, Inc. | 617. 449. 7728

Andy Snider of Snider Associates | 617. 947. 1170

SniderNSS

Where Big Ideas Come From

Our 3rd CEO Leadership Event of our 3-part Series

Wednesday, May 18th from 12noon – 2pm

Logo Exec Lead

What can we learn from fast growth businesses who live and provide the latest technology?  How do they find the right people? Where do their big ideas come from? Does culture drive growth or does culture adapt?

Join us for a rich conversation over a lovely lunch and no traffic!

REGISTER TODAY TO HAVE A SEAT AT THE TABLE!

PANELISTS:

CloudLock   Gil Zimmermann, CEO & Co-Founder, CloudLock

Mobiquity   Bill Seibel, past CEO, Mobiquity

CTP   Chris Greendale, Founder & CEO, Cloud Technology Partner

MODERATOR:            Rudi Scheiber-Kurtz, Founder & CEO, Next Stage Solutions, Inc

WHERE:  The Lanam Club, 260 N Main Street, Andover, MA 01810

Register Today!

Rudi Scheiber-Kurtz of Next Stage Solutions, Inc. | 617. 449. 7728

Andy Snider of Snider Associates | 617. 947. 1170

How Fast Growth is Achieved

Addressing the Challenges of Succeeding the 21st Century

Spiral Wednesday, May 18th  12-2pm   Part 3

Approaches that worked in 2000 are not enough to succeed in 2016.  Digitization of things is upon us. What can we learn from fast growth businesses who live and provide the latest technology and what opportunities can we create when we are ready to embrace the new state of doing business?

PANELISTS:

Mobiquity   Bill Seibel, past CEO, Mobiquity

CTP   Chris Greendale, Founder & CEO, Cloud Technology Partner

CloudLock   Gil Zimmermann, CEO & Co-Founder, CloudLock

MODERATOR:   Rudi Scheiber-Kurtz, CEO, Next Stage Solutions, Inc.

Learn about techniques that the most advanced companies are using to achieve extraordinary results and to make their organizations more adaptive.

WHERE:  The Lanam Club, 260 N Main Street, Andover, MA 01810

Register Today!

Rudi Scheiber-Kurtz of Next Stage Solutions, Inc. | 617. 449. 7728

Andy Snider of Snider Associates | 617. 947. 1170

XPX Summit 28 April

“When you Fail to Plan, you’re Planning to Fail”

This classic John Wooden quote isn’t the tagline of XPX Boston… but it could be!  XPX sets the national standard for leadership in the critical area of assisting business owners to prepare for what is usually the most significant financial transaction of their lives.

XPX Summit

Annually, XPX hosts the Summit, a full day of learning from thought leaders in many disciplines that deliver world-class content. For this year’s event – the theme is “From the Outside In – the Buyer’s Perspective on Business Value”

Our very own Rudi Scheiber-Kurtz, CEO & Founder of Next Stage Solutions, Inc., a business and finance advisory firm to midmarket businesses, will be moderating a break-out session called:

When You Get to a Fork in the Road, Take It!

The only way you can follow Yogi Berra’s advice is to build value for your business today to achieve multiple options for your next stage. You will hear from the 4 CEOs how they built value for their organization over time and why it is important to start early.
Jim Bourdon, CEO, Accounting Management Solutions
Emily Green, Former CEO, Smart Lunches, Inc.
Gary Harnum, Former Founder, CFO & CAO, i-parcel, LLC
Hilary Potts, CEO, The HAP Group

Exceptional keynote speakers include Chris Oddleifson, the CEO of Rockland Trust who will be speaking about his experiences after completing six successful acquisitions in the last nine years; Dr. Daniel Korschun, the author of “We Are Market Basket will share firsthand accounts of what he and co-author Grant Welker learned from the streets and executive suites as they studied and documented the unprecedented Market Basket story while it erupted and unfolded during the summer of 2014.

A number of great breakout sessions focused on how business owners can increase the value of their businesses in a myriad of ways that help ensure a successful sale.

XPX generally sells out this event – last year there were nearly 180 attendees. If you’d like to attend you should consider registering soon!  Early Bird ends April 14th!

Sign up

 

Effective Strategy Execution

Logo Exec Lead Part II:  Tomorrow is Here: Profitable Growth Requires Critical Assessments for Effective Strategy Execution          

Tuesday, March 29 Noon – 2pm over lunch

Specially for You:   Bring a CEO and Get a 2 for 1       Register yourself at regular rate and your prospect/client CEO at no charge with the special NSSCEO code.

Register Today!

Questions we will be addressing:

  • What specific changes did you make so that you could truly scale your business?
  • Do you have a certain process you follow?  If so, can you share that process?
  • What are your stories, both positive and negative, that you believe are essential for any CEO when considering profitable growth?
  • What we cannot measure we cannot manage.  What are your top three value drivers and how do you measure them?
  • Can you share with us what measures you have put in place to assure that the strategic plan gets executed within the capital resources and timeframe you planned?
  • How are you making use of the available technology and where do you see the potential competitive advantage?

Panelists:

   
Randy Nunley, CEO of Odyssey Systems Consulting Group
Charley Storey, President of Harpoon Brewery
                
Kevin Young, President of Mondi International
Moderator:    Rudi Scheiber-Kurtz, CEO of Next Stage Solutions, Inc.

Come and hear from successful CEOs in how they shifted their focus to achieve growth by implementing the right infrastructure to effectively identifying new growth opportunities.

Join us to learn more in how CEOs have embraced qualitative and quantitative practices to address demands critical for future growth and long-term value creation.

ACCELERATED GROWTH DEMANDS CRITICAL AND INNOVATIVE SHIFTS  A 3-part mini series on how today’s business leaders successfully grow their organizations.

Rudi Scheiber-Kurtz of Next Stage Solutions, Inc. | 617. 449. 7728 or Andy Snider of Snider Associates | 617. 947. 1170

NSS feels the love…

WE FEEL THE LOVE…

Is February a good month to consider looking at growth opportunities and start with a Benchmark Assessment?

Well, we feel the love in the air so please read on and check out our gift to you below!

For any new readers, NSS is an experienced, cross-functional and operationally driven group of Business and Finance Advisors.  In particular, we focus in four areas of your business:

  1. Growth Opportunities
  2. Profit Optimization
  3. Business Systems and Processes
  4. CFO Search and CFO Mentorship

NSS finished tabulating the results of a CEO SURVEY taken in Q4 of 2015.  Our survey incorporated questions around growth, decision-making, immediate challenges and their view of importance on financial expertise.

Let’s take the first one, GROWTH, and how they identify opportunities.  What is their process in making sure the opportunity is achievable and optimal for the organization? Our question “What could hold you back from achieving your growth objectives”, provided us with an evenly distributed response:

  • 1/3 feared that the opportunity would no longer exist as planned, whether additional products to market materialize or lack of opportunity in general
  • 1/3 worried of not finding the additional capital
  • 1/3 were concerned in finding the right people

The first one is indeed an intriguing fear and I would like to address this a bit further.  With continuous uncertain market conditions, an organization today must be nimble, efficient and quick in the decision-making process. Goals are achieved by companies who operate at the highest level of effectiveness. In order for the CEO and Business Owner to understand how to maximize growth and profit opportunities, they must understand the contributing value of each of the Four Functional Business Elements: Sales, Operations, Finance and Organizational Culture.

We learned that most of the CEO Survey takers did not have any particular decision-making process, but mostly relied on their intuition.  A day in the life of a CEO is extremely demanding yet making a silo-based decision could hurt the company long term.  Every decision has ramifications to the entire organization, whether it is an offsite Strategy meeting or a Sales Pipeline Projection Exercise.  Don’t get me wrong, these activities are important, but the dots must be connected back to the Four Functional Business Elements and eventually back to Finance.

In order for a business to successfully and optimally make decisions, they must first understand the interdependency of these four business functions, how they relate or not relate. Often changes can be made easily within a department so not to hold up a decision-making process or in the worst case, miss the opportunity all together for a new product launch.

Two years ago, NSS developed a Benchmark Assessment tool to help our clients gain a more in-depth understanding of how the business functions interrelate and how they can de-risk the business with having a solid decision-making process in place. Because we at NSS practice cross-functional thinking when working with our clients, we created a true value for them in developing our short and long version of a business assessment tool: Best Practice Roadmap™.

It is February and we feel the love in the air!!  NSS   offers you a complimentary short version of a Best Practice Roadmap™

BENCHMARK ASSESSMENT REQUEST FORM

The assessment is designed for businesses with $15M+ in annual revenue and if you would like to find out how you stack up against best practice firms, please send us your contact information and we will send you the link to fill out the assessment online.  Once you complete the assessment, we will analyze the information and send you back a report. Of course, with complete confidentiality.

HAPPY VALENTINE’S DAY!!  Rudi and the NSS team

Rudi Scheiber-Kurtz of Next Stage Solutions, Inc. | 617. 449. 7728