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Strategy and Goal Development

Strategy and Goal Development. How does this affect or lead to a transaction (including such conditions as earn out provisions). 1. Where are you going Triptik/CAA analogy You need a final destination – an overriding goal – and prioritizing of all goals and objectives 2 . Business Plan

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Strategy and Goal Development

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  1. Strategy and Goal Development • How does this affect or lead to a transaction (including such conditions as earn out provisions)

  2. 1. Where are you going • Triptik/CAA analogy • You need a final destination – an overriding goal – and prioritizing of all goals and objectives 2. Business Plan • Do you have one • Components of a business plan (business blue print) • Mission statement • Short and long term objectives • Product and production • Sales and Marketing • Administration • SWOT analysis • Projections/budget

  3. 3. Implementation of the business plan • Communication of business plan • Goal Congruence • Internally to management, employees • Externally to bankers, partners, suppliers, customers 4. Resource Allocation • Resources are limited – need to develop a risk/reward or cost/benefit model to determine how to allocate resources • Human capital • Financial capital • Technology • External resources (Boards, external professionals)

  4. How does a business plan affect the M&A process 6. Conclusion • There needs to be a balance between being reactive and proactive • Planning and managing resources increases your chances of maximizing value • You must prioritize goals and objectives - because • You can’t always get what you want – but if you try sometimes you might just find you get what you need (Mick Jagger)

  5. Thank You • Questions Contact Details: Farber Financial Group 150 York Street, Suite 1600 Toronto, ON M5H 3S5 Eric Klein (416) 496-3742 eklein@kleinfarber.com www.farberfinancial.com

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