Top 10 Things to Review in Strategic Marketing

Strategic Marketing Evaluation Top 10 Areas to Inspect in Your Consumer Marketing I received a call from an old friend that wanted some advice about how to isolate and prioritize issues in the casino space for a casino on the east coast. The casino is in a prime location, within 1 mile of wealthier and…

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Market Based Pricing Process

Pricing to the Market Standard Retail Products Pricing for Consumer Packaged Goods I’m on a trip to visit a multi-unit retail operator that I visit quite frequently. Amongst the laundry list of processes that I’m creating with the team, one of the most compelling is the price. Price is a fundamental part of strategy and…

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Subscription Revenue Template

Subscription Revenue Model Planning Template for an online app- Freemium to Paid There are many templates available for freemium to paid subscription models. Here’s one that I used, which has been sanitized from other projects that I’ve done. Make sure to take time to understand the levers in this model, it’s easy to use but…

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Business Plan Template (basic)

Building a Business Plan Key elements to consider Routinely, I get requests to build business plans for small and medium businesses. Banks and investors require that those seeking capital have thought through the challenges of their business, made a plan, and have forecasted their operations prior to opening. The more data and scenarios that can…

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Buying and Selling Companies: Is the Price, Right?

You are on the market for a new business, and you think you’ve found the right opportunity. The purchase price is right, the operation seems sound, and it makes money. Is the price right?   If you talk to a business broker or an investment banker, you’ll hear about different terms like multiples, discount rates,…

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Investor Pitch Deck

Investor pitch decks are par for the course in approaching people for capital, whether it be for a start-up or even a series B. While later capital rounds are more complex, and the requirements change somewhat to have more information on the capital structure, the concept is the same. Your job as a leader is…

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