Protect-Biz® for

Business

Advisors

Salt Marsh Solutions, Inc. of Georgia

One of our challenges today

Many people carry the banner of Risk Management

This form of Risk Management is different from any you have seen before

InsuranceRisk Appetite

Legal risk Investment risk

As a business advisor…

You have a unique perspective and insight into your clients’ businesses

You may feel they could do better

This may be a way for you to offer more value to your clients

An opportunity…

To offer an additional value to clients for their success

To add an additional revenue stream

Their future is...unpredictable

You know how their plans can be turned upside down by the unexpected?

Key employee disabled due to an auto accident

A competitor comes out with a powerful marketing message

An important supplier goes out of business

Their building becomes uninhabitable

The USPS delivery of payments, orders is interrupted

Recovery from each of these costs real dollars

Wouldn’t it be nice if…

They saw approaching problems from a distance;

Growing problems were recognized early;

They had colleagues on watch for them; and,

Their team already had the plans and organization to deal with them effectively;

Without costing you an arm and a leg?

Our mission is…

To position you to help them protect hard-earned revenue from going up in the smoke of recovery from the unexpected.

So they don’t spend money just to get back to where they were

This is about…

A powerful but often overlooked dimension of planning

“What might go wrong?” and

“What can I do about it?”

ANY plan for ANY goals

Strategic, tactical

Even to maintain the status quo

Wouldn’t it be great if…

Hard earned money was protected from the smoke of recovery

To invest for the future

To take to the bank

How much are we talking about?

Pareto’s Principle is more often true than not

80% probability: ~ 10 - 15% of revenue

20% probability: catastrophic company failure

There are ample examples of each

in the business press

We can help you show them how to…

Turn HINDSIGHT (ouch!)

Into FORESIGHT (goal achievement)

Which is better?

While thinking about the future can be unproductive

The “-if’s” make the future come alive in 3-D

“What-if”, “When-if”, “Who-if”, “How-if”

This is…

You can call it

Risk management

Contingency planning

Or, just putting the important things on a shorter management leash

Regardless of what you call it, it is critical for success; for if they don’t manage their risks, THE

RISKS WILL MANAGE THEM

This…

Is Risk management designed for busy people with other things to do

Costly specialists are not required

Leads them to…

Risk management independence, and

Self-sufficiency

This has…

The PROVEN ability to peer into the future and change it for the better

What we call

Manage from a Higher Level®

It is a process

Available as

A workshop, and as

An Internet-based tool The Process

This brings…

Structure to an unstructured reality

Structure facilitates management and control over more items

To avoid the necessity of arbitrarily creating a “short list” and ignoring the rest

It is all about…

Gaining more control over achieving goals and the bottom line

The Value is…

Delivers a comprehensive list of risks

Produces an actionable risk management plan

Easy to review

Easy to delegate

Easy to maintain

To avoid and minimize costly setbacks

No arm and a leg here

One small investment, lifetime license, no additional costs

Protect-Biz®

Designed for Main Street and Industrial Road

Main Street Industrial Road

Protect-Biz® Process

Protect-Biz® Live Demo

www.protect-biz.com the Internet-based tool

To demonstrate the process as well as the tool

Value of Protect-Biz®

Avoids/minimizes costly setbacks

Produces an actionable risk management plan

Easy to use, delegate responsibility & authority, to maintain (not a report that sits on a shelf)

Leads to independence, self-sufficiency and sustainability

Protect-Biz® Process

Proven

Protect-Biz.com Licensing

Special licensing for business advisors

Longer term, reusable ID

Annual fee, multi-year discount

Protect-Biz® Workshops

On-site

Company leadership

Typically, 3 half-day sessions

Pricing based upon size of the organization

Lifetime license to use process, formats

Your firm can become…

Their SCOUT and GUIDE

to help them through THEIR maze of risks

Questions/Discussion

Contact us – phone or email to discuss the possibilities

Salt Marsh Solutions, Inc.

www.sms-ga.com

St. Simons Island, Georgia; 912.638.3868,

http://www.linkedin.com/company/salt-marsh-solutions-inc-of-georgia

http://www.linkedin.com/is/tomofssi