Stepsto BusinessWealthCreationSM

Consider us yourWealth Manager for your business

Our services are available for an affordable fixed monthly (Starting at $10,000 per month) which includes:

CEO Coaching

Developing Plans

Establishing Processes

Setting up Management Infrastructure

Monitor Monthly Performance

Update Plans each year

Focus on accountability for goal fulfillment

We ensure that all the necessary tools are in place to create success and mitigate loss:

Key Performance Indicators (KPI’s)

Incentive plans

Profit sharing

Strategic and business development plans

Our business model is different. We are not project based. We don’t charge large sums for doing projects that may or may not work.

We only look for long-term relationships where we can be your partners in your success.

We have developed

SIX STEPSthat create a path to success for ALL the stakeholders of your company.

6StepBusinessWealthCreationSM

Process

Our

There is no canned pathway for the success of your company.

Our process starts with the development of insight and understanding. This requires a host of questions and considerations.

1 Purpose & Understanding

Step

What is the non-financial purpose of the company? What are our values?

1

Who cares if the company exists? Who are the stakeholders?

What is the financial purpose of the business, for whom and what is the ultimate transition plan? Family, Executives and/or employees, Sale to external party, Liquidation?

When is the transition? What are some specific financial targets to attain and when?

2

3

4

Step 1 - Purpose & Understanding

2 Strategic Plan Creation

Step

What are the factors that customers care about in your industry?

1

What are the factors that your company emphasize?

What are the factors that your competitors emphasize?

Where are the Blue Ocean opportunities for your company?

2

3

4

What and where will we provide our services? Where and what will we say no to?

5

Step 2 – Strategic Plan Creation

3BusinessDevelopmentPlan Creation

Step

Start with the end and work back to today.1

What are your sales in three years, and what are the mix of services offered?

How do we get from where we are today to our goal in three years?

Write a Pre-Mortem explaining how your company perishes. This tempers over-optimism.

2

3

4

What resources are needed and when? People, systems, processes, facilities, partnerships?

5

Step 3 – Business Development Plan Creation

4 FinancialPlan Creation

Step

How can we support the growth?1

What financial infrastructure is needed?

Can we still offer great value to the customer?

2

3

Step 4 – Financial Plan Creation

We will determine its value today, and more importantly, create a target value for your business at a specific future date (typically 3 to 7 years out).

Business Wealth CreationSM

$10M

$20M

$30M

$40M

$50M

1 year 2 years 3 years 4 years 5 years

$15 million

Value today

$40 million

Value Added

Wealth

Creation

5 Key PerformanceIndicators (KPI’s)

Step

Every team member must know their role to help the company get to its goal.

1

How do they succeed? What are the rules for success?

Are the KPI’s consistent with our culture and values?

Do they share in results?

2

3

4

Step 5 – Key Performance Indicators (KPI’s)

6Implementing,Monitoring,Adjustingand Feedback

Step

How do we recruit team members? How do we ensure continuation of our culture and values?

1

How do we provide feedback? How often and to whom?

When and how will we update our plans rolling them forward?

2

3

Step 6 – Implementing, Monitoring, Adjusting and Feedback

This laser focus on your company’s execution of its plan and direct and timely accountability helps ensure success.

When the inevitable challenges arise, we will hold your team accountable for action plans to get the business back on track.

We will be there to help the company perform at the levels necessary to attain your financial goals.

Timeline of Steps

First Step - Purpose & Understandingcompleted within 60 days of commencement

Second Step – Strategic Plan Creationcompleted within 90 days of commencement

Third Step – Business Development Plan Creationcompleted within 120 days of commencement

Fourth Step – Financial Plan Creationcompleted within 150 days of commencement

Fifth Step – Key Performance Indicators (KPI’s)completed within 180 days of commencement

Start30

days60

days90

days120days

150days

180days

Within nine months the organization will exhibit noticeable transformation.

How we are different:

Experienced, Award Winning CEO's

Relationships, not Projects

Implementation not just Plans

Comprehensive Scope, Laser Focused

Accountability for Success

We are only successful when we help you attain your ultimate financial freedom and security.

We are your PATHWAY PARTNERS.

Hands-On & High Value.

Start Your Business Wealth CreationSM TODAY!

Contact us:Pathway Partners, LLC

Phone: 602.412.3300Email: info@pathwaypartnersllc.com

4900 E. Arroyo Verde Dr.Paradise Valley, AZ 85253