Coombe smith overview

Getting to Know Us

Strengthen relationships Share the benefits we can provide Explain how to access us

It’s all about the business owner A team of trusted advisors

Lawyer InsuranceBroker

Certified Financial Planner

Bank

Accountant

BusinessOwner

There are many reasons why people are in business

But….

There are five key areas that help to create inspired businesses……

Strong financial position Market value return to shareholders and

directors Lifestyle goals are met.

What percentage of the businesses you know of have reached their profit potential?

The business is as big as the owners want it Operates effectively with the resources

used Happy team

What percentage of the businesses you know of have achieved their growth goal?

Able to pay bills on time Returns to shareholders and directors are

paid first Investments outside the core business

What percentage of the businesses you know of have surplus cashflow?

Having a plan will ensure: Choice of when to retire Low reliance on owner/managers Maximising value on exit

What percentage of the businesses you know have a structured succession plan in place?

Protection of what is important to you Planning for contingencies Value of the business is maintained after

sale

What percentage of the businesses you know of are fully prepared for all potential risks?

Pro

fits

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Full Potential

Full Potential

Accountability meetings Monitoring cashflow and profit plans Strategic Planning Risk Management Governance and decision making Business Improvement Technology as a tool Tax compliance

10 Day Turnaround – Guaranteed Quote up front Fixed fees Timely Certainty

….a partner in my business…

…genuine desire to prosper and grow…

… suggest different approach or new direction….

..tailored a package to suit…

Reluctance

Uncertainty

Status Quo

Referral

Business Owner

Enthusiasm

Confidence

Inspired

Business Owner

Show the benefits

Show that it is easy

Referral

Business Owner

All we ask….

• Talk to your clients about us

• Give them a Voucher (optional)

• Let them know that we will contact them

The benefits: You get a better client You get the financial information you need

The reward: Your clients are inspired Recognition – gift baskets, show tickets, etc.

No fees to transfer No set up costs Free 1 hour consultation

"Whosoever desires constant success must change his conduct with the times."— Niccolo Machiavelli

“Above all, try something.” - Franklin D. Roosevelt

Phone: (06) 357 6006

Email: [email protected]

Post: P O Box 788, Palmerston North 4440

Website:www.coombesmith.co.nz/referral