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2250 Butterfield Dr., Suite 240 Troy, MI 48084 248.283.8834 248.283.8837 (fax) www.daspc.com Dynamic Advisory Solutions Take Control Of Your Future!

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Page 1: Franchisee Presentation

2250 Butterfield Dr., Suite 240Troy, MI  48084248.283.8834          248.283.8837 (fax) www.daspc.com

Dynamic Advisory SolutionsTake Control Of Your Future!

Page 2: Franchisee Presentation

Presentation Agenda • Who We Are and What We Do

• DAS Franchise Opportunities

• Terms and Conditions

• Next Steps

Page 3: Franchisee Presentation

DYNAMIC ADVISORY SOLUTIONS HELPS BUSINESSES…

• Account for financial performance

• Meet internal and external reporting requirements

• Make good economic decisions.

Page 4: Franchisee Presentation

DAS Helps Businesses That Are…

Concerned about their lack of financial information

Frustrated by the time they are spending on accounting

Struggling to achieve their financial objectives

Struggling to meet bank and/or stakeholder requirements

Page 5: Franchisee Presentation

DAS Services

CFO Services - Overall Financial Management

Controller Services - Timely & Accurate Financial Information

Turnaround Consulting - Corporate Recovery Assistance

Page 6: Franchisee Presentation

DAS’s Value Proposition - Clients

Customized Solutions

Team-Based Approach

Affordability

Page 7: Franchisee Presentation

Take Control of Your Future!

Dynamic Advisory Solutions is looking to partner with professionals interested in starting their own business consulting firms!    

Page 8: Franchisee Presentation

Work in the 3rd Best Job in America!

• Highly flexible position with an average level of stress

• Highly rewarding career

• Projected growth rate of 24% over the next 10 years

As reported in CNNMoney.com and Money Magazine

Page 9: Franchisee Presentation

Global CFO’s Value Proposition - Franchises

Established Sales and

Marketing System

Awesome Service

Offering

Scalable business model

Comprehensive Training

and Support Program

Page 10: Franchisee Presentation

The DAS Established Sales And Marketing System Includes:

1. Marketing: Building Interest

2. Prospecting: Engaging Qualified Leads

3. Selling: Converting Leads Into Sales

Page 11: Franchisee Presentation

Awesome Service Offering

Dynamic

Rewarding

Value-Added

Reoccurring

Scalable

Page 12: Franchisee Presentation

Scalable Business Model

• DAS encourages hiring and growth

• Marketing and operational process can be performed by your staff or through the DAS network of offices

Page 13: Franchisee Presentation

Comprehensive Training and Support Program

Up to two weeks of initial training

Up to 100 hours of additional

coaching

250+ page franchise

operations manual

Electronic templates, tools, and worksheets

Access to the DAS network of

marketing and operational support

Page 14: Franchisee Presentation

Pricing – Affiliate Office

NOTE: The above information is an excerpt from the Global CFOs FDD. Please review Item 19 of the Global CFOs FDD for complete financial performance representations

• Varies due to scope of services, size of client, local pricing, etc.

• Average 2009 pricing for CFO and Controller services was $50,000

Page 15: Franchisee Presentation

2009 Financial Highlights – Affiliate Office

NOTE: The above information is an excerpt from the Global CFOs FDD. Please review Item 19 of the Global CFOs FDD for complete financial performance representations

Total Revenue:$900,000

Employee Costs: $410,000 (46%)Gross Profit: $490,000 (54%)

Page 16: Franchisee Presentation

Managing Director Profile

• Experience in accounting, finance, or business management

• Strong interpersonal skills

• Willingness to sell

Page 17: Franchisee Presentation

Investment and Fees – Managing Director Program*

$50,000 initial franchise fee

$10,000 additional

costs$60,000

Fees:

• Royalty Fee – 7% of Gross Revenue

• Marketing Fund – 2% of Gross Revenue

Notes:

• Initial franchise fee increases to $60,000 after the first five franchises are sold

• Other fees may apply, review complete FDD for details

*Information About Other Programs Available Upon Request

Page 18: Franchisee Presentation

Location Availability

• Franchise territories need to contain at least 2,000 businesses in the DAS Target Market

• DAS Target Market: Businesses with annual revenue between $500,000 and $50 million, Please inquire regarding availability

Page 19: Franchisee Presentation

Next Steps

1. Complete application

2. Introductory phone call with Ren J Carlton, CEO

Page 20: Franchisee Presentation

Thank You For Your Time!

Ren J. Carlton, CPA, CSMC President, Dynamic Advisory Solutions

2250 Butterfield Dr., Suite 240 Troy, MI 48084

248.283.8834 x 224 (direct line) 248.283.8837 (fax)

[email protected] www.daspc.com

Taylor EasthopeCorporate Communications, Dynamic Advisory Solutions

2250 Butterfield Dr., Suite 240 Troy, MI 48084 248.283.8834

[email protected]