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Business Longevity Works Earn more. Keep more. Give more back. IdeaTransfer Alan Boal • Terry White www.ideatransfergrid.com

IdeaTransfer Alan Boal Terry White

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Page 1: IdeaTransfer Alan Boal Terry White

Business Longevity Works Earn more. Keep more. Give more back.

IdeaTransferAlan Boal • Terry White

www.ideatransfergrid.com

Page 2: IdeaTransfer Alan Boal Terry White

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Business Longevity Works – Why?

Business Longevity Works for our clients because we bring them our passion for business and personal growth by applying the five essentials of business longevity.

For over thirty years IdeaTransfer has helped clients achieve immediate growth, continuous innovation, and successful ownership transitions—to the advantage of their founders, successors, acquirers, employees, clients and the American economy.

Let’s explore how Business Longevity Works for successful people like you.

Page 3: IdeaTransfer Alan Boal Terry White

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Business Longevity Works – How?

Our first IdeaTransfer client said… “Your 10th Dot Perspectivechallenged me to get outside the box.You heard my good ideas and best intentions,and turned them into somethingpeople want to say yes to.”

Our process does more than connect all nine dots. Our core competence is 10th Dot Perspective – how well we scan, focus and execute on projects together.

How can you earn more, keep more and give more back?With IdeaTransfer’s 10th Dot Perspective and The Five Essentials, Business Longevity Works.

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Story

Traction

Structure

TimeLegacy

Idea Transfer© 2011 • Terry White • Alan Boal

What are the Five Essentials?

Page 5: IdeaTransfer Alan Boal Terry White

Story – Walk v Talk?

Story Project• Scan – Do your customers and employees appreciate

the vision and values that started the firm?

• Focus – To capture your beliefs and standards to unleash the power of your founder’s Story.

• Execute – Together we will create a compelling narrative to drive your culture, brand, website, brochures, social media and referrals.

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Page 6: IdeaTransfer Alan Boal Terry White

Traction – Persistence v Resistance?

Traction Project• Scan –Are your breakthrough ideas breaking down?

What’s the next innovation your business needs?

• Focus – To control spinning wheels in your idea flow and growth process with more Traction.

• Execute – Together we will build a track to run on and keep you on track to improve adoption rates, productivity, profits and relationships.

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Page 7: IdeaTransfer Alan Boal Terry White

Structure – Finders v Minders?

Structure Project • Scan – Do you have the right people in the right

roles? And the right tools, rules and resources?

• Focus – To create harmony among Finders, Minders, Grinders and Binders in your Structure.

• Execute – Together we will improve the alignment between people, jobs, technology, management, and governance to stay responsive to change.

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Page 8: IdeaTransfer Alan Boal Terry White

Time – Gutenbergs v Googlebergs?

Time Project • Scan – Are you creating enough time for growth,

innovation and successful business transitions?

• Focus – To invest your Time for the highest return on your people, knowledge and reputation.

• Execute – For Gutenberg founders and Googleberg successors, we will leverage their time horizons to balance their work, successes and legacies.

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Page 9: IdeaTransfer Alan Boal Terry White

Legacy – Meaning v Money?

Legacy Project• Scan – Do your legacy goals fulfill what matters most

to you, your partners, successors and family?

• Focus – To explore all scenarios and then create an effective Legacy plan and an efficient exit.

• Execute – Together we will map your journey from “founder to ambassador” to transfer the value of your firm to everyone’s advantage.

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Ask yourself:Where do I need to start?...

• Story• Traction • Structure • Time • Legacy

Call us or check us out at www.ideatransfergrid.com and let’s start a great dialogue.

Alan Boal 949.291.7688 [email protected] • Terry White 714.614.6838 [email protected]

10th Dot Perspective – Are you ready?

Page 11: IdeaTransfer Alan Boal Terry White

PhilosophyWhen you grow as a person, so does your business. VisionIdeaTransfer is how businesses and people thrive. MissionWe unlock and transfer the value of our clients ideas. StrategyThe Five Essentials Business LongevityProcess10th Dot Perspective: Scan – Focus – ExecuteDeliverablesAdvice – Solutions – Service – Ideas – Tools – Templates BenefitsImmediate Growth – Continuous Innovation – Successful Transitions

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Alan Boal 949.291.7688 [email protected] • Terry White 714.614.6838 [email protected]

Why IdeaTransfer?