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Strategic Growth Council

Strategic Growth Council

By: Heartcast Media
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Summary
 The show is intended to serve as an informational resource for acquirers of businesses, sellers of businesses, and those committed to intentional, strategic growth.
The business is called Strategic Growth Council. If we break these words down, strategic connotes being “intentional and disciplined and focused and structured.” Growth is about “self discovery and improvement, but also business growth in term of revenue improvement.” Council is about a circle of wise elders providing advice and counsel – for one another.Copyright Heartcast Media Economics Leadership Management Management & Leadership Personal Finance
Episodes
  • Key Person Insurance plus Entrepreneurship and Empowerment

    Key Person Insurance plus Entrepreneurship and Empowerment
    29 Sep 2022
    Before acquiring a business, professionals must first do some background study on the business entity. Risk assessment is one way to learn about a business, to see what potential risks exist and how susceptible the business is to them. The term "Key Person risk" tops the list of risk assessments. This key individual is someone whose presence is absolutely necessary to the business.

    Cindy Fields, the CEO, and founder of Loyalty Alliance is our guest on this episode. She talks about how a company's "Key Person" influences the entire business entity. She also mentioned the people who are referred to as the company's key personnel and how businesses have been purchasing Key Person Insurance to reduce the chance of failure during acquisitions. Finally, She offers our listeners some key points and recommendations.

    Key Takeaways

    What is the Loyalty Alliance and what do they do?
    The importance of Key Person Insurance to M&A
    Who usually is the Key Person in a business?
    Takeaways and advice from Cindy

    Quotes

    "Key person insurance is defined as insurance for an individual at the company. It's an individual whose job is so pivotal to the company that if something happens to them, the company will be greatly affected." - Cindy

    "I love key person insurance because I love protecting the companies, helping companies grow, talking to the CEOs about their companies and knowing them, and making sure they have the right protective mechanisms in place to achieve what's important to them." - Cindy

    Featured in this Episode

    Christopher Lisle
    Growth strategy advisor for the ecosystem of investors, banks, and the companies they work with (middle market).
    Linkedin: https://www.linkedin.com/in/kit-lisle
    Websites: Acclaropartners.com / strategicgrowthcouncil.com
    Contact: kit@strategicgrowthcouncil.com / 703-867-7269

    Cindy Fields
    President & Founder of Loyalty Alliance, Inc
    Linkedin: https://www.linkedin.com/in/cindyafields
    Twitter: https://twitter.com/theLAIWay
    Website: https://loyaltyalliance.com

    Words from our Sponsors

    Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

    Chapters

    00:00 Introduction
    01:46 Our guest’s background
    04:38 What is Loyalty Alliance and what do they do?
    10:46 How does Key Person Insurance come into play in different situations?
    14:07 Who purchases the insurance for that key person?
    20:13 The difference between key person insurance versus a typical insurance
    23:21 The opportunities and challenges of growing her business
    25:56 Takeaways from our guest
    28:30 How to connect with Cindy and Loyalty Alliance

    This podcast is produced by Heartcast Media
    https://www.heartcastmedia.com/
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    30 min
  • Brand Strategy and FastLane's Role in the Middle Market M&A Ecosystem

    Brand Strategy and FastLane's Role in the Middle Market M&A Ecosystem
    8 Sep 2022
    Branding for a company is more crucial than you would realize. Your brand is not only the logos and colors that you see but it is also the personality of your brand. Some businesses are struggling in building their brands. One of the struggles is how to communicate and establish their values in front of their customers. In this episode, Chris Faust, founder, and CEO of Fastlane, an independent, full-service branding, marketing, and communications agency, will discuss what branding is and how to establish the values of the brand and communicate it with the target audience. He also talks about how they help their clients establish their brand in front of their customers and what typical clients they’ve handled. Lastly, he gives some takeaways about what are his hopes and dreams for the future.

    Key Takeaways

    Chris's background and his company
    What are Fastlane and its place in the market
    Definition of branding and why companies are having problems with establishing brand values
    The clients they worked with and the challenges they experienced
    Takeaways and wishes from our guests

    Quotes

    "Branding goes well beyond just a good logo. It involves the entire totality of the experience and touchpoints that a customer or a buyer, B2B or B2C has with that company." - Chris

    "We walk our clients through what we call a value ladder. The value ladder is ultimately asking questions that can provide feedback to make the customer's experience better." - Chris

    Featured in this Episode

    Christopher Lisle
    Growth strategy advisor for the ecosystem of investors, Banks, and the companies they work with (middle market).
    Linkedin: https://www.linkedin.com/in/kit-lisle
    Websites: Acclaropartners.com / strategicgrowthcouncil.com
    Contact: kit@strategicgrowthcouncil.com / 703-867-7269

    Christopher Faust
    Founder & CEO, Fastlane
    Linkedin: https://www.linkedin.com/in/cmfaust
    Profile: https://fastlane.co/chris-faust/
    Company Website: https://fastlane.co/

    Words from our Sponsors

    Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth is? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

    Chapters

    00:00 Introduction
    01:57 About Chris
    06:21 What is Fastlane and where does it fit in the market?
    10:10 Working with global leader businesses
    13:14 What is the reason that clients come to you?
    16:38 Experience with clients that wants acquisition
    19:10 Helping clients to prepare pending sales from a marketing communications standpoint
    22:51 How do you define the value of a brand?
    31:17 What are the typical clients you work with and what are the challenges?
    38:10 Thoughts about peer advisory network groups
    41:15 Chris sharing his hopes and dreams
    44:17 Conclusion

    This podcast is produced by Heartcast Media
    https://www.heartcastmedia.com/
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    46 min
  • Alinea Growth and Preparing Businesses for Sale

    Alinea Growth and Preparing Businesses for Sale
    2 Aug 2022
    It takes timing, preparation, and strategy to sell a firm. These are all a part of the procedure, which, depending on the size of your organization, may occasionally be difficult. To get you the finest outcomes and uphold the reputation of the company you've built most in your life, there are services out there that may offer you consultations and even coaching. In today's episode, Kit invited Phil Curatilo, founder of Alinea Growth, an exit prep consulting and coaching firm. They discuss the proper process of selling a business, things to practice when planning to sell, the difference between consulting and coaching, the rules when thinking about selling the business, and lastly some key points about the distinction between investment banks and business brokers.

    Key Takeaways

    Who is Alinea Growth and what are its services
    Examples of the area of weakness during the selling process of businesses
    Consulting services versus Coaching services defined by our Guest
    The future of Alinea Growth and where it headed to
    The rules and facts they established when selling the business
    The difference between investment banks and a business broker

    Quotes

    "If you're talking as a standalone business, a new platform for buyers, customer concentration is in fact important." - Phil

    "One positive thing that the pandemic gave us is that people are now and companies are now much more willing to participate in learning and meeting like we're doing right now virtually." - Phil

    "Consultants usually have a specific area of expertise and coaches takes some of it but they will help you discover things, meaning you do some work on your own to help you that discovery." - Phil

    Featured in this Episode

    Christopher Lisle
    Growth strategy advisor for the ecosystem of investors, IBanks, and the companies they work with (middle market).
    Linkedin: https://www.linkedin.com/in/kit-lisle
    Websites: Acclaropartners.com / strategicgrowthcouncil.com
    Contact: kit@strategicgrowthcouncil.com / 703-867-7269

    Phil Curatilo
    Founder, Alinea Growth
    Linkedin: https://www.linkedin.com/in/philcuratilo
    Company Website: http://alineagrowth.com

    Words from our Sponsors

    Thanks to our sponsors Acclaro Growth Partners, a strategic consulting firm serving middle market mergers and acquisitions. You can visit acclaropartners.com. Our other sponsor, of course, is Strategic Growth Council, not the podcast, but the Peer Advisory Council slash virtual roundtable slash mastermind group for senior execs and business owners. Contemplating what an acquisition, a sale, or just strategic growth is? Strategic Growth Council collaborates with participants in the M&A ecosystem, such as private equity groups, lenders, investment banks, and relevant service providers. Visit strategicgrowthcouncil.com to learn more.

    Chapters

    00:00 Introduction
    01:47 What is Alinea and its origins
    02:45 Our guest's background and his business ---
    06:47 Common examples of an area of weakness in selling the business
    18:46 Webinars as a way of learning things
    20:33 Clients they cater
    23:25 Importance of peer groups
    27:18 Definition of coaching from our guest
    29:27 Where is business heading to
    31:16 8 unassailable facts
    36:18 investment banks vs business brokers

    Produced by Heartcast media
    https://www.heartcastmedia.com/
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    45 min
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