Experience clarity // CPAs & ADVISORS Sliding Fee Discount: PIN 2014-02.
Protect-Biz for business advisors (e.g., CPAs)
-
Upload
salt-marsh-solutions-inc -
Category
Business
-
view
53 -
download
2
Transcript of Protect-Biz for business advisors (e.g., CPAs)
![Page 1: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/1.jpg)
Protect-Biz® for
Business
Advisors
Salt Marsh Solutions, Inc. of Georgia
![Page 2: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/2.jpg)
One of our challenges today
Many people carry the banner of Risk Management
This form of Risk Management is different from any you have seen before
InsuranceRisk Appetite
Legal risk Investment risk
![Page 3: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/3.jpg)
As a business advisor…
You have a unique perspective and insight into your clients’ businesses
You may feel they could do better
This may be a way for you to offer more value to your clients
![Page 4: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/4.jpg)
An opportunity…
To offer an additional value to clients for their success
To add an additional revenue stream
![Page 5: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/5.jpg)
Their future is...unpredictable
You know how their plans can be turned upside down by the unexpected?
Key employee disabled due to an auto accident
A competitor comes out with a powerful marketing message
An important supplier goes out of business
Their building becomes uninhabitable
The USPS delivery of payments, orders is interrupted
Recovery from each of these costs real dollars
![Page 6: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/6.jpg)
Wouldn’t it be nice if…
They saw approaching problems from a distance;
Growing problems were recognized early;
They had colleagues on watch for them; and,
Their team already had the plans and organization to deal with them effectively;
Without costing you an arm and a leg?
![Page 7: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/7.jpg)
Our mission is…
To position you to help them protect hard-earned revenue from going up in the smoke of recovery from the unexpected.
So they don’t spend money just to get back to where they were
![Page 8: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/8.jpg)
This is about…
A powerful but often overlooked dimension of planning
“What might go wrong?” and
“What can I do about it?”
ANY plan for ANY goals
Strategic, tactical
Even to maintain the status quo
![Page 9: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/9.jpg)
Wouldn’t it be great if…
Hard earned money was protected from the smoke of recovery
To invest for the future
To take to the bank
![Page 10: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/10.jpg)
How much are we talking about?
Pareto’s Principle is more often true than not
80% probability: ~ 10 - 15% of revenue
20% probability: catastrophic company failure
There are ample examples of each
in the business press
![Page 11: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/11.jpg)
We can help you show them how to…
Turn HINDSIGHT (ouch!)
Into FORESIGHT (goal achievement)
Which is better?
While thinking about the future can be unproductive
The “-if’s” make the future come alive in 3-D
“What-if”, “When-if”, “Who-if”, “How-if”
![Page 12: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/12.jpg)
This is…
You can call it
Risk management
Contingency planning
Or, just putting the important things on a shorter management leash
Regardless of what you call it, it is critical for success; for if they don’t manage their risks, THE
RISKS WILL MANAGE THEM
![Page 13: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/13.jpg)
This…
Is Risk management designed for busy people with other things to do
Costly specialists are not required
Leads them to…
Risk management independence, and
Self-sufficiency
![Page 14: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/14.jpg)
This has…
The PROVEN ability to peer into the future and change it for the better
What we call
Manage from a Higher Level®
![Page 15: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/15.jpg)
It is a process
Available as
A workshop, and as
An Internet-based tool The Process
![Page 16: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/16.jpg)
This brings…
Structure to an unstructured reality
Structure facilitates management and control over more items
To avoid the necessity of arbitrarily creating a “short list” and ignoring the rest
![Page 17: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/17.jpg)
It is all about…
Gaining more control over achieving goals and the bottom line
![Page 18: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/18.jpg)
The Value is…
Delivers a comprehensive list of risks
Produces an actionable risk management plan
Easy to review
Easy to delegate
Easy to maintain
To avoid and minimize costly setbacks
![Page 19: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/19.jpg)
No arm and a leg here
One small investment, lifetime license, no additional costs
![Page 20: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/20.jpg)
Protect-Biz®
Designed for Main Street and Industrial Road
Main Street Industrial Road
Protect-Biz® Process
![Page 21: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/21.jpg)
Protect-Biz® Live Demo
www.protect-biz.com the Internet-based tool
To demonstrate the process as well as the tool
![Page 22: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/22.jpg)
Value of Protect-Biz®
Avoids/minimizes costly setbacks
Produces an actionable risk management plan
Easy to use, delegate responsibility & authority, to maintain (not a report that sits on a shelf)
Leads to independence, self-sufficiency and sustainability
Protect-Biz® Process
Proven
![Page 23: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/23.jpg)
Protect-Biz.com Licensing
Special licensing for business advisors
Longer term, reusable ID
Annual fee, multi-year discount
![Page 24: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/24.jpg)
Protect-Biz® Workshops
On-site
Company leadership
Typically, 3 half-day sessions
Pricing based upon size of the organization
Lifetime license to use process, formats
![Page 25: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/25.jpg)
Your firm can become…
Their SCOUT and GUIDE
to help them through THEIR maze of risks
![Page 26: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/26.jpg)
Questions/Discussion
Contact us – phone or email to discuss the possibilities
![Page 27: Protect-Biz for business advisors (e.g., CPAs)](https://reader030.fdocuments.in/reader030/viewer/2022032717/55b64e3bbb61eb50498b480e/html5/thumbnails/27.jpg)
Salt Marsh Solutions, Inc.
www.sms-ga.com
St. Simons Island, Georgia; 912.638.3868,
http://www.linkedin.com/company/salt-marsh-solutions-inc-of-georgia
http://www.linkedin.com/is/tomofssi