Transforming the way companies build wealth

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Presentation transcript:

Transforming the way companies build wealth

Company Overview Executive Consulting Firm Headquartered in San Diego Founded in 1998 Team of 110+

Our Vision To transform the way companies build wealth

Our Purpose To build healthy, growing and resilient businesses that deliver successful futures

Value Proposition Provide personalized solutions, grounded in a keen understanding of finance, that foster courageous leaders, engaged employees and resilient businesses

Competitive Advantage Multi-disciplinary expertise to understand and respond to my unique business needs

Positioning The only executive consulting firm that is committed to delivering everything I need to build wealth and create successful futures

Enterprise Wide Perspective What We Do Enterprise Wide Perspective Provide personalized solutions, grounded in a keen understanding of finance, that foster courageous leaders, engaged employees and resilient businesses.

Personalized Solutions Grow Your Business Develop Your Team Optimize Technology Sell Your Business

Business Strategy Technology Executive Development Operations Sales & Marketing Human Resources Finance & Accounting Cost Reduction

Executive Consultant Member Benefits Teaming & Collaboration Builds a personally and professionally rewarding environment Multi-disciplinary Team Member Provides opportunities outside your specific area of expertise Revenue Sharing Model Referral income as well as consulting income Increased Income Potential Collective, shared networks provide “warm” introductions Exciting brand and Lead Generating Machine Executive Consultant Development Building consulting skills and expanding your professional network

Client Sample

Learn More customatrix.com

Next Steps Sign a Mutual Non-disclosure Agreement Review the Executive Consultant Orientation and Benefits/Mutual Expectations for Engagements Visit the Friday Executive Consultant Development meeting Sign the Executive Consultant Agreement