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Help your small business clients get access to their financials from an operational perspective in common-speak language giving them meaningful choices for action as quick as necessary given current econominc and market pressures to imporve cash flow, breakeven and profit.
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ROSETTA ANALYTICS FOR SMALL BUSINESS CLIENTS
of
Trusted Financial Advisors
Problem
Small business owners can’t access and translate their operational and financial data into meaningful choices for action as quick as is necessary given current economic and market pressures.
Your Clients Concerns
Lack of control over cash flow Fear of making bad decisions due to inadequate
(or wrong) informationInability to see the consequences of actions
until too late
Why Now
Urgent need that goes largely unfullfilledCurrent economy very unforgiving
Business failures are occurring ata faster rate
Owners are caught unpreparedfor cash flow fluctuations and suffering higher losses Frequent analysis of financials is
costly and time consuming
Tightening credit and lending criteria
Current Methods Are Not Enough
Intuition, gut feel, and past experience Too many new global and economic
changes present unknowns that are difficult to plan around
Inside Controllers Concentrate on managing the
cash flow operations, not on developing strategy
Already working at full capacity
Oursourced financial specialists Costly and require longer turnaround times than small
owners will tolerate
Solution for Your Clients
Integrated business intelligence in one comprehensive report How to improve cash flow. How their company compares to
others in their industry. The costs and risks associated with new growth. Financial consequences of acting on the
recommendations. Working capital requirements
You Give Your Clients
Real Choices.Control of the key profit and cash flow drivers
in their business.Peace of mind.Ability to develop contingency plan for future
peaks and valleys.Informed ability to predict outcomes.
What is Rosetta Analyticssm
for Entrepreneurs?
Beyond spreadsheetsAn analysis and decision-
support tool that helps small business owner-operators (up to $8 million in revenues) translate their financials into actions they can take to improve their cash flow operations, their competitive advantage, their profitability
Who needs Rosetta Analytics?
Small business owner-operator and entrepreneurs. Up to $8 million in revenues In business over 2 years Need help with
Growth strategy Understanding their financials Early detection difficult times “What if” scenarios.
Highlights
Real need fulfilled the way it’s wanted
Tested, proven concept—thrilled customers
Results produced in 5 business days
Control in the hands of the owners
Designed by small business owners for small business owners
RAI Stone Group LLCProprietary & Confidential 11
How it Works
Rosetta Analytics for Entrepreneurs
Too much data, too little time!
Too slow, too complex, not their area of expertise!
Spreadsheets don’t make sense.
Flexible and simple. Specific, practical growth recommendations
explained
Automated for rapid turnaround
Previous experience, intuition, and guesswork aren’t enough anymore.
How it Works
In less than 30 minutes a Rosetta Analytics analyst collects the information from you or your client
The data is run through a series of validated analyses and comparisons
The analyst generates a comprehensive reportYou receive notification that the report is
available for deliveryAs part of the Pro Advisor service, you receive
training, help documentation, and contact with our specialists to answer all your questions
Components of the Report
Breakeven analysisCash basis integerImprovement recommendationsCash conversion analysisIndustry benchmarkingWorking capital requirements“What if” scenariosIndividual coachingGraphics and descriptions
What’s Coming Next
In development Interactive “what if”s At-a-glance as red, yellow, green stoplights Annotation
Your Challenges as an Advisor
Increasing workloadShortage of talentTime and material pricing
models cap growth potentialPotential liabilities around
certain consulting activitiesSeasonal fluctuationsMarket differentiation
How Rosetta Can Serve YOU
Add value to your client engagements without adding to your workload
Give your clients the means to monitor their financials in a way that they understand
Even out off-season cash flow dips
Add a reliable revenue streamAttract new customersCreate a strong differentiator
What Customers Are Saying
I set aggressive growth goals for my company for 2008 and 2009 and was uncertain what it would take to meet them.
In one day going through Stonegate’s process, I had answers for what the gap was between where we were and where we wanted to be, a strategy to bridge that gap, and what type of investment we’d have to make in resources,
new business development, and time. - Tom, owner, industrial and commercial wholesale lighting
We were growing fast and had made an out-of-state acquisition. We were doing more volume, but hadn't increased profitability. We weren't sure where to look for answers. From Rosetta we discovered we were trying to cut costs in the wrong areas. After implementing the recommendations, we began to see
improved profitability almost immediately. - Paul, owner, investigation and security company
Outsourced Service
Current direct price of $2500
Volume discount pricing
Per report License Subscription basis
Marketing partner
Call for a Sample Report
Rich Iverson VP Business Development
RAI Stone Group LLCFormerly Stonegate Consulting
4979 Olson Memorial Highway, Suite 103Golden Valley, MN 55422
763-252-0480(fax) 763-252-0482(M) 952-807-2124
