P X Milestones 2009
-
Upload
praxiom -
Category
Economy & Finance
-
view
424 -
download
0
Transcript of P X Milestones 2009
![Page 1: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/1.jpg)
Can You Afford to Miss Your Milestones?Mitigating Risk in Early Stage Companies
![Page 2: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/2.jpg)
Disclaimer
We are not:Insurance Salesmen!!!
![Page 3: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/3.jpg)
What is Income?
![Page 4: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/4.jpg)
Income Defined
• 1. the monetary payment received for goods or services, or from other sources, as rents or investments.
• 2. something that comes in as an addition or increase,
esp. by chance.
• 3. Archaic. a coming in.
Source: Dictionary.com
![Page 5: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/5.jpg)
What is Risk?
![Page 6: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/6.jpg)
Risk Defined
1. exposure to the chance of injury or loss; a hazard or dangerous chance: It's not worth the risk.
![Page 7: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/7.jpg)
Common Types of Income
• Sales• Conventional Loans• Venture Capital• Angel Investment• Government Grants• Royalties
![Page 8: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/8.jpg)
Common Forms of Risk
• Weather, Fire, Flood• Contingent• Contractual• Employment• Executive• Fiduciary• Infringement
![Page 9: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/9.jpg)
• Avoidance
• Mitigation
• Transfer
• Retention
• Financing
Risk Management Techniques
![Page 10: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/10.jpg)
Dealing with Income Risk – Our Philosophy
• Identification
• Mitigation
• Transfer
• Financing
![Page 11: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/11.jpg)
• Baseline Assessment
• Risk Assessment Report
• Risk Management Action Plan
Identification
![Page 12: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/12.jpg)
Mitigation
• Program Evaluation
• Accountability Metrics
• Behavioral Based Curriculum
• Stewardship
![Page 13: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/13.jpg)
Transfer
• Contractual
• Nothing
• Financing
![Page 14: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/14.jpg)
Financing
• Retention
• Deductible
• Self-Insurance
• Insurance
![Page 15: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/15.jpg)
How Does This Apply to Me?
![Page 16: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/16.jpg)
Follow Us On:
![Page 17: P X Milestones 2009](https://reader036.fdocuments.in/reader036/viewer/2022062418/5554fed4b4c905c35e8b485e/html5/thumbnails/17.jpg)
Contact Us
• David R. Carothers, CIC, CRM – [email protected]
• Lance B. Crawford, GBA - [email protected]
Or
888-350-7729