Timothy Kelley CEO

Company Growth
12/13/2022
 Assumption
Small Businesses experience many of the same problems at many of the same stages!

How you solve them is the difference between success and failure.

Oh…. And there are no easy answers!!

 Stage One –Existence
You are now an owner of a business…..now what?

Culture- management style and people.

Formal Systems- (Books, Orders, Hours, etc.)
Owner does and knows everything!
Who and how do you get customers?
Inventory and Delivery
Focus on Value
 Stage Two- Survival
People and Cash.
Can you generate enough cash for breakeven? Keep people?
Collection and dissemination
Benefits- Healthcare,of401Ks,
medical dataEntertainment,
Shows, for research,Expenses,
diagnosisetc..
and treatment
What
increasingly is your
drives response and
healthcare ethoswill
(good
be and
the bad)? Pivot?
currency Uglyfuture
of the Baby?creating a
Selective dollar–opportunity
distribution
multi-billion limit exposure
 Stage Four – Vertical Growth
Rapid Growth

Confirmed Culture/Management Styles

Formal Systems Solidified (banker, accountant, preferred suppliers)

Problem- How do I finance growth?

Is leadership equipped?
Alternative channels (direct, online, reps, distributors, govt)
 Stage Five- Resource Maturity
Return on Investment

Problems- control finance, retain small business advantages (innovation), delegate more
responsibility and avoid ossification (lack of innovation- complacency)
Diversification? Acquisition? Strategic Partnerships?
Backward Integration? (buy supplier for control)
Rainy Day Plan (sell, liquidate, raise, shrink, conserve)
Other Factors - Value
Customer Relations
Market Share
Supplier Relations
Technology/IP
Reputation/Brand
Thank You