Displaying items by tag: ANDI GRAY
Finding the Right Balance of Profitability vs. Scale
Did you just land a huge client but now that means additional costs that you weren’t expecting? Revenue is only one metric of success, and often has little to do with profitability or cash in your pocket. Of course you want to grow, but doing so too rapidly comes with its own problems, while steady and controlled growth can be king. This session will explore how to properly scale your business, ensuring profitability at every step of the way.
Presented by: TJ Doyle of Gold Shield Transportation and Andi Gray of Strategy Leaders
Moderated by: Jason Sharenow of Broadway Elite Worldwide
M&A Day, Part #2: The Nuts & Bolts of Making It Happen
Part two of our M&A content will dive deep into valuating your business and the most common obstacles many face during a buy-out. Ask any operator experienced in M&A to describe the single biggest headache they experience during a negotiation, and they will more than likely say it’s an overly inflated valuation by the seller. During this session, our speakers will tell you how to gauge a fair determination of a business’ worth in its current market, so that when it comes time to sell, you’ll have a smooth transaction that’s beneficial to both parties.
Overview: These sessions will cover the all-important topic of valuating your business and the economic and legal hurdles faced during a buy-out. We have an all-star panel of experts with recent experience in M&A, including leading business consultant Andi Gray of Strategy Leaders, attorneys Marlene Bartolo from the Bartolo Law Group and Drew Morris from Nachmias Morris & Alt, as well as firsthand experience from industry insiders like Leros Point to Point COO Michael Basso, Windy City Limousine & Bus CEO George Jacobs, and Broadway Elite Worldwide President & COO Jason Sharenow. You will leave these sessions with a full understanding of the ins and outs of M&A.
M&A Day, Part #1: Getting Prepared for the Deal
It’s no secret that luxury ground transportation as we know it is shrinking, due both to natural attrition and the competition from disruptors. And with many in the industry aging, it’s high time that operators of all stages in life give serious thought to preparing an exit strategy. With these trends in mind, we’ve devoted our Tuesday education segments to the increasingly relevant topic of mergers & acquisitions. Our morning session will provide insight as to why you should be looking to sell as well as all the necessary preparation required and the pitfalls to avoid. Regardless of whether you’re years or even decades away from exiting the biz, this session will offer a valuable roadmap of where the industry is going, and some of the roadblocks you can avoid along the way.
Overview: These sessions will cover the all-important topic of valuating your business and the economic and legal hurdles faced during a buy-out. We have an all-star panel of experts with recent experience in M&A, including leading business consultant Andi Gray of Strategy Leaders, attorneys Marlene Bartolo from the Bartolo Law Group and Drew Morris from Nachmias Morris & Alt, as well as firsthand experience from industry insiders like Leros Point to Point COO Michael Basso, Windy City Limousine & Bus CEO George Jacobs, and Broadway Elite Worldwide President & COO Jason Sharenow. You will leave these sessions with a full understanding of the ins and outs of M&A.
The Impact of Industry Consolidation on Exit Strategy Planning
Planning an exit strategy for your company doesn’t suggest you’re conceding—it means you’re a smart businessperson. As the economic climate has changed in the past two years, things have become challenging for many small operators. This session will offer the pros and cons of various exit strategies, as well as proposals for whether you’re looking to get out at the right time for the right reasons. You’ll learn that having a long-term plan for the future, whether you’re considering a buy-out or even expansion, is more than practical; it’s essential.
Presented by: Andi Gray of Strategy Leaders and Becky Laramee of All Points Limousine
Money in the Bank: Presenting Your Best to Lenders
This session will focus on ways that companies can position themselves to be more attractive to banks to secure commercial loans. It will examine the most relevant criteria lenders look at, as well as how each weighs into the decision. It will also include advice on how to raise money through personal and credit card processor loans, and other resourceful and nonconventional methods.
Presented by: Andi Gray of Strategy Leaders and Sami Elotmani of Destination MCO
Where Is Your Business Growing and How Are You Getting There?
Andi GrayStrategy Leaders
Joe IroniGlobal Alliance Chauffeured Services
Ever feel like the business controls you? Want to gain control of the freight train? Learn how other owners have built businesses that are profitable through good times and bad. This session will explain how to transition from an entrepreneurial business—where you are always putting out fires—to a steadily growing business that is predictable and dependable. Learn practical takeaways about how to work toward the goal of building structured business that runs itself and stands on its own.
Are You as an Owner Demanding Enough of Your Business?
Andi GrayStrategy Leaders
Nearly 95 percent of business owners know that their businesses could be delivering better results, believe it could be worth more than it is, think it is not as fun or rewarding as it could be, and feel like it sits all on their shoulders. As business owners, we often tell ourselves, “We did OK, I’m making enough,” or “It’s OK to take a loss, I’ll make up for it next year,” or “Small businesses don’t need plans, budgets, forecasts…” You don’t have to settle for “OK.” Learn how to work on the business and not just in the business, and get on track to double profits and triple revenue in repetitive cycles.
Leadership and Decision-Making
Andi GrayStrategy Leaders
Leadership is a complex topic. The job of every leader is to cultivate and protect trust, especially with employees. Teach people how to make good decisions, and expose them early and often to the training they’ll need to become successful leaders. Do you have a decision-making system built? Do your employees know their boundaries? Are they allowed to fail, in order to learn?
Creating Value in Your Business & Developing an Exit Strategy
Andi Gray
Strategy Leaders
Spencer Tenney
The Tenney Group
Jason SharenowBroadway Elite
Chauffeured Services
Worldwide
Building value in your company today, and into the future, will dramatically improve your options when it’s inevitably time to retire. Consider this seminar part of your retirement plan as it teaches you a winning exit strategy, along with proven techniques for making your business more attractive to potential suitors.
Working On - Not In - Your Business
Andi Gray Strategy Leaders
Brett Tyson BostonCoach
All too often we get caught up in the week-to-week monotony of running our businesses without taking a much-needed 30,000 foot view. Stop getting side-tracked by all those daily interruptions and learn how to more clearly see and develop the big picture that is your business. This workshop will teach you essential time management skills, as well as when to take charge, when to delegate, and how to get your staff operating at peak efficiency to see bigger returns. It will also cover finding that vital work/personal life balance.