Idea Transfer Alan Boal Terry White

For over thirty years IdeaTransfer has helped firms achieve immediate growth, continuous innovation and successful ownership transitions. As catalysts, we help you scan, focus and execute – applying the five essentials of business longevity. We call our strategy Business Longevity Works (BLW) to affirm our passion for sustaining businesses over decades and generations—to the advantage of their founders, successors, acquirers, employees, clients and customers, as well as the American economy. With BLW and IdeaTransfer coaching, you can earn more, keep more, and give back more. 2

3 Story Traction Structure Time Legacy Idea Transfer © 2011 Terry White Alan Boal Five Essentials of Business Longevity

Story Project Scan – Do your clients and employees appreciate the vision and values that started the firm? Focus – To capture your beliefs and standards and unleash the power of your founder’s Story. Execute – Together we will create a compelling narrative to drive your brand, referrals, website, brochures, social media and culture. 4

Traction Project Scan – Can you find, win and grow enough clients? Are your breakthrough ideas breaking down? Focus – To replace spinning wheels in your idea flow and sales process with more Traction. Execute – Together we will build a track to run on and keep you on track to achieve higher adoption rates, productivity, profits and better relationships. 5

Structure Project Scan – Does your firm have the right people in the right roles with access to the right resources? Focus – To create harmony among Finders, Minders, Grinders and Binders in your Structure. Execute – Together we will improve the alignment between people, jobs, technology, management, and governance to stay lean and responsive. 6

Time Project Scan – Are your business decisions creating more time, control and profit – or less? Focus – To create visibility and assure the highest and best use of everyone's Time. Execute – For both the Gutenberg and Googleberg generations, we will leverage their time horizons to balance work, free time, success and satisfaction. 7

Legacy Project Scan – Do your legacy goals fulfill what matters most to you, your partners, successors, family and clients? Focus – To explore all scenarios and then create an effective Legacy plan and an efficient exit. Execute – Together we will map your journey from “founder to ambassador” to transfer the value of your firm to everyone’s advantage. 8

9 Our first client said… “Your 10 th Dot Perspective challenged me to get outside the box. You heard my good ideas and best intentions and turned them into something people want to say yes to.” So ask yourself…Am I ready to Tackle the five BLW essentials? Scan, focus and execute on projects to improve my business? Test my goals, assumptions and motivations? Expand my possibilities and explore creative solutions? Measure my progress with coaching and accountability? Take the next step… Check out IdeaTransfer at and let’s start a great dialogue. Alan Boal Terry White

Philosophy It is what you learn after you are successful that really counts. Vision Idea Transfer is how businesses and people thrive. Mission We unlock and transfer the value of our clients’ ideas. Strategy Business Longevity Works (BLW) Process 10 th Dot Perspective: Scan – Focus – Execute Deliverables Independent Advice – Solutions – Service – Ideas – Templates Benefits Immediate Growth – Continuous Innovation – Successful Transitions 10 Alan Boal Terry White IdeaTransfer