1. MetropolitanEnergy Conference
November 1, 2016
Joe Vassallo
Hyatt Regency, Greenwich Ct
Best Practices Group Inc.

2. Moderator Joe Vassallo Catherine Shantz
Best Practices Group Inc.

3. Real Life Story
Catherine Shantz
Best Practices Group Inc.

4. Questions of the day !!!!!!!!!
How prepared was your company to deal with this tragedy?
What were the things you wished had happened before the tragedy to be more prepared for this unexpected loss?
How was the relationship with your banks and suppliers affected by this event?
What advice would you give to the people in this room regarding how to protect the huge investment in their businesses?
Was there any formal succession planning done before the event?
Best Practices Group Inc.

5. What happens to your business…..
....if something happens to you?
Best Practices Group Inc.

6. What happens if a meteor…
Lands on You?
Best Practices Group Inc.

7. Did you ever ask yourself?
The what ifs?
The then whats?
Best Practices Group Inc.

8. What happens if ?? I die prematurely? I’m disabled and unable to work?
What about my family’s financial security?
What about the business I’ve worked so hard to build?
What about my employees?
Best Practices Group Inc.

9. You need to sit down and draw up a contingency plan ASAP.
If you care..
You need to sit down and draw up a contingency plan ASAP.
Best Practices Group Inc.

10. If disaster strikes… How will your business function?
How will your suppliers react?
How will your banker react?
Who are your key contacts?
What are your wishes for what happens next for your business and your employees?
Best Practices Group Inc.

11. Why a contingency plan? To ensure: Your desires are met.
The comfort of creditors.
The continuity of the business.
The orderly transition to the next generation or a sale of the business.
Peace of mind that your family’s income will continue and / or they will get a fair value.
Best Practices Group Inc.

12. Why and how FireDrill was developed for our industry.
If you need some help
Why and how FireDrill was developed for our industry.
Best Practices Group Inc.

13. What we do
Conduct a face to face meeting with you to determine your wants and needs.
Obtain critical information and contacts that we’ll store in a secure environment.
Develop a written plan and contact you to review and update it annually.
See that your wishes are carried out in the event of a crisis.
Best Practices Group Inc.

14. What is needed?
Complete list of critical contacts: Banker, Accountant, Lawyer, Insurance Agent, Suppliers, Board members, key employees, etc.
Best Practices Group Inc.

15. What is needed?
Instructions on how to access financial reports and other information.
Best Practices Group Inc.

16. What is needed? List of all insurance policies.
Best Practices Group Inc.

17. What is needed? List of all employees and roles within company.
Best Practices Group Inc.

18. What is needed?
Location of all documents including: will, trust instruments, prior tax returns, supply agreements, loan agreements, real estate documents.
Best Practices Group Inc.

19. What is needed?
Your express wishes on what should happen to the business.
Best Practices Group Inc.

20. What is needed?
Complete list of critical contacts: Banker, Accountant, Lawyer, Insurance Agent, Suppliers, Board members, key employees, etc.
Instructions on how to access financial reports and other information.
List of all insurance policies.
List of all employees and roles within company.
Location of all documents including: will, trust instruments, prior tax returns, supply agreements, loan agreements, real estate documents.
Your express wishes on what should happen to the business.
Best Practices Group Inc.

21. Contingency Plan Management
Fee Structure
One time set up fee to register
Annual plan review and update fee
Best Practices Group Inc.

22. Contingency
Plan
CALL BPG
If an emergency suddenly hits, we’ll be onsite within 72 hours to make sure the business runs, the bank deposits are made, your customers are satisfied and your contingency plan gets fully implemented.
Best Practices Group Inc.

23. Best Practices Group Inc.