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Preparing an Effective Elevator Speech

How to Introduce Yourself & Your

Company to Investors

February 2012

www.Group125.com

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Overview Sample elevator pitch How to….. Deconstructing Working exercise Q&A

Agenda

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Overview Introduction

• Group125• V. Michael Eitler III• Marshall J. Morris

Discussion• This is an investor pitch• How to construct an elevator speech• Do’s and don'ts

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Sample Elevator Speech (for Investors)

Group125 Introduction (given as an elevator pitch)

“Hello, I am Mike Eitler. I am Managing Partner and Co-Founder of Group125, a management consulting firm that helps business owners Sell, Grow and Operate their companies more profitably. For companies experiencing rapid growth or declining profitability, we can help them create shareholder value by leveraging our extensive experience and expertise. We work with family owned, privately held and publicly traded companies. We are a national firm based in Tampa, delivering our services to early stage, high growth and mature businesses across a wide span of industries and markets.”

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How to – Outline

Why Goals Components Steps Perfecting

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How to – Why?

What is an “Elevator Speech” Who should be interested Why you should be interested

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How to - Goals

Get the listener interested Make the listener want more…..

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Product or service Sales market Revenue model

How To - Components

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What is your product or service• Briefly explain your product of service• What is your value proposition• Avoid long explanations• Do not go into technical detail

How To - Components

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What is your sales market• Who are you selling to• What industry are you in• How large of a market opportunity is there

How To - Components

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How To - Components

What is your revenue model• How do you make money• Is it one-time or recurring revenue• Is the industry growing or contracting

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How To - Steps

Use an outline approach• Understand your audience, the investor• How does the investor benefit• Be efficient in your words (50-100 words)

Opening sentence – grabs interest and summarizes

Simplify, be concise and be memorable

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How To - Perfecting

Practice, practice, practice Be flexible

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Deconstructing the Sample Pitch

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Working Exercise

Chuck Smith is President of H2O Tech H2O Tech’s software monitors ground saturation to

remotely control sprinklers Revenue is generated similar to a security monitoring

company, like ADT Company is 3 years old with 100 successful installations They have used $250,000 of angel investments Seeking $1 million to fund expansion beyond Tampa Bay

area into the Southeast USA Sales channels may include: big box and specialty

retailers, landscape companies, utilities and e-tailers

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About Us

Group125 is an executive services firm made up of seasoned CFOs who understand the strategic thinking required for ambitious growth, as well as the operational need for fiscal efficiency. We don’t just offer advice. We join in, roll up our sleeves, and help companies from start-ups to middle market companies meet the demands of growth, success and performance. We identify the best pathways to solutions that create new opportunity and long-term value.

Our partners and associates have been on the front-line of strategic initiatives, financial and operational performance, startup and high-growth environments, and transactional readiness and support services for more than 25 years, serving a wide range of industries and markets. We’re only a handshake away from providing proven results for private equity firms, intermediary service providers, banks and lenders, family businesses, lawyers, entrepreneurs, private investors, strategic and financial acquirers, work-out professionals, businesses seeking capital and firms in transition reach their goals. How can we help you?

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For all domestic and international inquiries, find out more by visiting us at www.Group125.com or contacting

us at info@Group125.com or 1(813) 321-7360