EvaluSys Advisor Overview

Advisor Overview

EvaluSys LLC
www.EvaluSys.com
info@EvaluSys.com

What is EvaluSys?

EvaluSys
provides online diagnostic tools ®

revealing unmet needs of prospects or existing clients

Executive Leadership Product/Service Innovation
Business Planning Financial Planning & Control
Exit Planning Human Resources
Sales Process Management / Supervision
Marketing Strategy Business Process Quality

Advisor benefits:
• Identify and close new business
• Reduce business development time and expense
• Extend engagements with existing clients

Copyright © 2012 EvaluSys LLC – Charlotte, NC, USA. All rights reserved.
EvaluSys is a registered service mark of EvaluSys LLC
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Advisor Solutions

Business Wellness Checkup:
Engage / Inspire • Free tool to engage prospects
• Identifies candidates for further
examination

Business Evaluation:
Collect / Analyze • Presents questions, collects responses
• Analyzes responses to identify issues

Diagnostic results provide:
Present Results • Call-to-action for client leadership
• Visibility to critical issues / needs
• Opportunity to demonstrate expertise

Post-Evaluation:
Deliver Solutions • Help clients prioritize actions
• Deliver needed expertise
• Refer non-core solutions to partners
3

Advisor Value Chain
Business Wellness Checkup

Qualified
Suspects Engage / Inspire Prospects

Business Evaluation

Diagnostic
Collect / Analyze Clients

Qualified
Clients Present Results

Advisory Consulting
Clients
Deliver Solutions Clients

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Would the prospective client value an in-depth
evaluation in one or more management areas?

Business
Executive
Process
Leadership
Quality

Product /
Business Human Management Fin. Planning
Exit Planning Marketing Sales Service
Planning Resources / Supervision & Control
Innovation

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Integrate a FREE initial online business check-up
into your marketing programs

Search Engine
Twitter
Ads

LinkedIn
Email
Marketing

Facebook

Seminars
Web Home
Page

Qualified leads
Web Landing directed back to Integrated tracking
your website for • Click-Thru Webinars
Pages • Diagnostic Completion
conversion
• Qualification
• Conversion
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Evaluation Primer
Prospect responds to 10 minute diagnostic and
receives immediate feedback via email

Examine your Business Exit Readiness Implications:
Lack of timely exit planning will jeopardize your ability to
Further examine your readiness to exit your business in a way exit your business on terms that will satisfy your financial
that helps you become keenly aware of how effective exit needs and on a timeframe that supports your personal life
planning and timely execution of those plans will maximize your goals.
ability to achieve or exceed business objectives and meet your If you do not recognize the critical importance of timely exit
personal financial goals. planning, you may lose the opportunity to position yourself
for a successful exit.
Outcome:
If you do not become aware of all the strategies available to
The Exit Planning chapter of the EvaluSys Business Evaluation significantly improve your business exit success, you may
will help you recognize actions you can take to prepare for a find you no longer have time to employ many strategies as
successful business exit. you approach your chosen time for exit.

Benefits:
Become aware of the powerful impact effective exit
planning can have on your personal satisfaction once you
leave your business.
Understand the critical importance of timely preparation to
position your company for an optimal exit.
Recognize where early planning can help remove barriers
and mitigate risks as you prepare to exit your business.

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Evaluation Primer
Consultant receives more detailed
diagnosis for use in prospect follow-up

Examine your Business Exit Readiness >>Does not fully recognize their personal financial needs
for liquidity.
Further examine your readiness to exit your business in
a way that helps you become keenly aware of how
effective exit planning and timely execution of those >>Does not understand the variety of complex strategies
plans will maximize your ability to achieve or exceed available to maximize the value received at exit.
business objectives and meet your personal financial
goals.
>>Does not know the size of any "value gap" that might
impact their ability to exit.

>>Does not know the key value drivers influencing the
amount buyers will pay for a company in their industry.

>>Does not know if they have organized their company to
minimize tax liability upon business exit.

>>Does not have access to the right collection of
experienced exit advisors to achieve their exit objectives.

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Premium Edition

Increased Greater
Impact Motivation

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New Premium Feature

Diagnostic Scorecard is a new feature of
the Premium Edition

10

Setup A New Client

Option 1: Checkup-Qualified Prospect Conversion

Your Private
Client on
EvaluSys

Option 2: Direct Add Private Client

11

Diagnostic Control

You control your
client’s evaluation
experience

Reveal or
withhold access to
results online

Which diagnostic
chapters are
visible

Whether your
client has visibility
to other EvaluSys
advisors for
assistance
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Business Evaluation

Clients / Prospects
answer questions

Consultant reviews
results with business to
discuss needed solutions

13

Diagnostic Reporting
Diagnostic results can be delivered via customizable
report, providing key talking points for client discussion.

Advisor’s Remarks

Steve, this is particularly
important for you at your stage
of business development.

It is critical for you to begin exit
planning now, to allow time for
value growth strategies to take
effect. If you plan to retire in
the next couple years, there is
no time to delay.

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Typical Advisor Use

• Advisor provides Business Wellness Checkup link on
website, email and social media marketing.
• Advisor uses individual diagnostic chapters for
targeted workshops (online/offline).
• Advisors price their diagnostic services on a cost-plus
basis
• Broad diagnostic results yield opportunities for key
referral partners, generating reciprocal referral
business.
• Advisors partner with CPA Firms, Law Firms or other
organizations to deliver diagnostic services.
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More Information

• Visit EvaluSys.com for:
– Online demonstrations
– Whitepaper downloads
– Advisor registration
• Email TomBixby@EvaluSys.com
or call (704) 542-7580 x224 for:
– Pricing
– Answers to additional questions
– Sample reports
– Client Trial account access
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EvaluSys LLC
8508 Park Road #141
Charlotte, NC 28210
(888) 542-7580

EvaluSys Advisor Overview

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