trusted business advisors

APRESENTATIONTOTRUSTEDADVISORS

TheProblem

Smallbusinessownerscan’taccessandtranslatetheiroperationalandfinancialdataintomeaningfulchoicesforactionasquickasisnecessarygivencurrenteconomicandmarketpressures.

CurrentMethodsAreNotEnough

  InsideControllers  Concentrate on managing the cash flow operations, not on

developing strategy

  Already working at full capacity

  Intuition,gutfeeling,andpastexperience  Too many new global and economic changes

present unknowns that are difficult to plan around

  Oursourcedfinancialspecialists  Costly and require longer turnaround times than small

owners can often afford

WhyNow?

 Urgentneedthatgoeslargelyunfulfilled

  Current economy very unforgiving   Business failures are occurring at

a faster rate

  Owners are caught unprepared for cash flow fluctuations and suffering higher losses

•  Frequent analysis of financials is costly and time consuming

  Tighteningcreditandlendingcriteria

YourChallengesasanAdvisor

  Toocostlytoprovideatapricesmallbusinessescanafford

  Significantlostopportunity Marketdifferentiationischallenging  Time&materialspricinglimitsgrowth Manymouthstofeed

WhatisRAIStoneAnalytics?

Ananalysisanddecision‐supportservicethathelpssmallbusinessowner‐operators(upto$8millioninrevenues)translatetheirfinancialsintoactionstheycantaketoimprovetheircashflowoperations,theircompetitiveadvantage,andtheirprofitability

TheSolution

YourClient’sData

WebUserInterface(CRM‐like)

1)Databasecreatedwithcustomizedinterface

2)Functionaccessiblethroughcentralizedonlinepoint.

TotalPicture

BusinessIntelligence

IntegrationbyRAIStoneGroup

“WhatIf”functionenabled.

Dashboard&Analysisviewableonline.AlternatePDFhardcopyavailable.

Automatedreportwitheditfunction

PeerlessAnalysis

ReallocatecostsCalculatebreakevenCalculatepre‐taxprofitpotentialEliminatenon‐cashcostsDetermineratiosDeterminecashflowtimingIndustrybenchmarkingCalculategrowthbasisWorkingcapitalneeds

Actionable,TailoredReports

Multiplesourcesincluding:• Financialstatements• Industrymetrics• Operationsdata

WebInteractiveDelivery

WebInteractiveDelivery

PDFReports

HowitWorks  Inlessthan30minutesaRAIStoneAnalyticsspecialistcollectstheinformationfromyouoryourclient

  Thedataisrunthroughaseriesofvalidatedanalysesandcomparisons

  Thespecialistgeneratesacomprehensivereport  Youreceivenotificationthatthereportisavailablefordelivery

  Aspartoftheservice,youreceivetraining,help,documentation,andcontactwithourspecialiststoanswerallyourquestions

HowRAIStoneCanServeYOU

  Addvaluetoyourclientengagementswithoutaddingtoyourworkload

 Giveyourclientsthemeanstomonitortheirfinancialsinawaythattheyunderstand

  Evenoutoff‐seasoncashflowdips  Addareliablerevenuestream  Attractnewcustomers  Createastrongdifferentiator

SolutionforYourClients

  Theanswersinonecomprehensivereport  IfImakeanewpurchase,howmuchwillIhavetoincreasemysales?

  HowdoIcomparetoothersinmyindustry?

  Atwhatpointismycompanyprofitable?  HowcanIhaveenoughcashtopayallmybillsontime?

  WhatcanIdotoincreaseourprofits?

 Run multiple “what if” scenarios

WhatCustomersAreSaying

Isetaggressivegrowthgoalsformycompanyfor2008and2009andwasuncertainwhatitwouldtaketomeetthem.InonedaygoingthroughRAIStone’sprocess,Ihadanswersforwhatthegapwasbetweenwherewewereandwherewewantedtobe,astrategytobridgethatgap,andwhattypeofinvestmentwe’dhaveto

makeinresources,newbusinessdevelopment,andtime.

‐Tom, owner, industrial and commercial wholesale lighting

Weweregrowingfastandhadmadeanout‐of‐stateacquisition.Weweredoingmorevolume,buthadn'tincreasedprofitability.Weweren'tsurewheretolookforanswers.FromRAIStonewediscoveredweweretryingtocutcostsinthewrongareas.Afterimplementingtherecommendations,webegantoseeimprovedprofitabilityalmost

immediately.‐Paul,owner,investigationandsecuritycompany

WeEnsureYourSuccess

•  Salestraining•  Marketingmaterials

•  Resultsin5businessdays

OutsourcedService

•  Suggestedretailpriceof$1599

•  Volumediscountpricing–  Perreport–  License–  Subscriptionbasis

•  Marketingpartner

CallforaSampleReport

RichIversonBusinessDevelopment

RAIStoneGroup4979OlsonMemorialHighway,Suite103

GoldenValley,MN55422(O)763‐252‐0480(fax)763‐252‐0482(M)952‐807‐2124

THANKYOU!