explosive international growth

Success Strategies for SMEs

Factum Partners provides hands-on business solutions to small and medium-sized enterprises.

© Factum Partners 2015

“Strategy without action is a daydream;Action without strategy is a

nightmare.”

-Japanese proverb


Contents

1. Welcome

2. Our Services – Market Penetration

3. Our Services – Organizational Effectiveness

4. Our Approach – ACED Transformation Model

5. Case Study Briefs

6. Pricing Model

7. Contact Us


Welcome

Factum Partners provides hands-on business advisory services to small and medium-sized enterprises (SME’s) looking to expand their business or increase their organizational effectiveness. We develop and implement targeted, cost-effective strategies that allow you to achieve your growth, revenue and organizational goals.

We bring a broader perspective to the development of solutions and strategies. Our powerful partner network is comprised of trusted business leaders and advisors who have proven their ability to tackle challenging situations and create successful outcomes across different sectors. The depth and breadth of experience within our network allows us to bring together a customized team of experts on a project-by-project basis to develop and execute strategies specific to meet your specific needs and market factors.


Our Services

Do you want to achieve explosive, but measured profitable growth by extending your sales reach beyond

the regions your company currently serves?

New Market Penetration Services

New Market Penetration


Factum Partners takes the fear out of domestic and international market expansion by working alongside your team to realize your market share,

revenue growth, and profitability targets.

Our global contacts and depth and breadth of experience allow us to identify, develop and implement targeted strategies that will allow you to

launch your products and/or services into domestic or international markets at a fraction of the cost of traditional methods. Maximizing your ROI with

at a low cost is what our business is all about.

Our thorough understanding of global business cultures, operations, markets, and sales channels; combined with our extensive network of contacts across North America, the United Kingdom, Europe, Africa, Asia and the Middle East; allows us to launch any product or service into any

region and achieve substantial, quantitative results.



Sales Channel DevelopmentWe can help you establish direct to customer or distribution-based sales channel

domestically, internationally or both, allowing your company to increase revenue in markets not currently served. Our services include research, interviews, site visits, securing initial

stock orders and negotiating agreements.

Sales Agent Network Development

Our experience in establishing effective Sales Agent Networks around the world allows us to assemble, vet and present you with agents that fit your needs at a small fraction of the cost

of deploying your existing team to develop new markets.

Contract Business Development TeamsOur outsourced business development services provide you with the ability

to engage world-class business development talent when and how you need it, allowing you to immediately begin exploring opportunities for revenue

growth at a significantly lower cost.



Regional Warehouse DevelopmentWe have years of experience working with 3PL companies and stocking sales agents in the

establishment of regional warehouse networks to facilitate multiple distribution points for a low cost. We have hundreds of logistics partners and will work with you to find the right provider(s)

to fulfil your needs.

International Joint Ventures Through our many global contacts, we can work with you to establish a sustainable and

mutually beneficial International Joint Venture for your company for private label agreements, contract manufacturing, complimentary product offerings, etc.

Overseas Office Set UpDo you want to expand into the USA, Europe, the Middle East or other foreign markets without the

associated substantial financial commitment? We can provide you with a virtual office complete with mailing address, receptionist and voice mail; implement a regional contracted business development team; and provide you with quicker market penetration, revenue stream and

enhanced flexibility, all at a fraction of the cost of undertaking these critical tasks on your own.


Our Services

Do you have the right people, systems and processes in place to achieve your current and future objectives?

Organizational Effectiveness



We work with our clients to define and focus goals, identify organization gaps, and then build and execute solutions to close the gaps and

achieve the goals.

In order to create an effective organization, you must first clearly identify your business objectives and then identify the issues within your

people, structure, and processes that are hampering your ability to reach those objectives.

Once these gaps have been identified, you can then develop a plan to build effectiveness in a targeted manner.



Corporate RestructuringIs everyone on your team pull pulling together to achieve your objectives?

Are your processes and systems aligned to deliver optimal results? We offer an objective, experienced perspective on your existing structure, people, systems and processes and work with you to create and execute focused hands-on solutions to achieve your desired results in the least

disruptive and most effective manner possible.

Interim Management Do you have the right leaders in place to take your business to the next level? We provide comprehensive part time and interim management solutions in sales, marketing, finance,

operations, engineering, manufacturing and senior executive roles. We work closely with your team to ensure we provide the leadership and support services necessary to meet both your short

and long-term needs.

Business Valuation & Due DiligenceWe have acted an intermediary or participant in the successful completion of numerous

transactions including divestitures, management buy-outs, mergers and acquisitions. Our proven business valuation and due diligence process enables us to recognize inconsistencies in valuations,

identify areas of improvement to increase value, and ensure you receive the best deal possible.

Our ACED Transformational Model™ allows us to dig deeper, ask the right questions, and then work with you to develop

and execute the right answers.


Our Approach

We bring fresh and unbiased eyes and ears to your situation. During our initial meetings we observe carefully and listen closely to uncover the challenges, issues, and opportunities unique to your organization.

ACED Transformational Model™

ASSESS: The WHAT Understand the current situation


We are relentless in our pursuit of ‘why’ to achieve a true understanding of how a certain function or operation runs. We employ insightful, probing questions to push key people within your organization to challenge the status quo and imagine the possible.


Challenge: The WHY Dig deeper on the current situation


First, we collaborate with your team to develop a comprehensive project plan. Next, we review the plan with you and assign facets to internal team leaders to take ownership of completion. We then work alongside your team to ensure that all KPIs and timelines are met and positive transformation is achieved. Or, if preferred, our team can handle the entire execution allowing your team to remain focused on your day to day business.


EXECUTE: The How & Who Achieve positive transformation


Once KPIs have been achieved and transformational goals met, we take a long, hard look at the entire process to determine if any improvements are possible and address any new goals or objectives that may have been presented along the way.


DISSECT: Return to WHAT Review and Reassess


Case Study Briefs


Sharpe Mixers, Seattle, WA Factum Partners was retained to assist in the successful integration of a private equity backed global manufacturer and their new parent company. We instituted sales processes, procedures and KPIs to establish symmetry; implemented and trained staff on a new CRM system; and restructured the sales organization to establish clear and consistent mandates and objectives. The resulting top line revenue increase is forecast to be $7 million or +46% in twelve months.

Hayward Gordon ULC, Halton Hills, ON Factum Partners was retained by this private equity backed global manufacturer of pumps, mixers and systems to fill an interim role for the Global VP, Sales & Marketing position, restructure their sales organization and develop new strategies with a growth plan to triple earnings. We developed and executed an international market penetration strategy into the USA, the Middle East, and Asia; implemented a new CRM system to ensure the integrity of the sales process; and instituted a new sense of accountability through the establishment of KPIs and new sales procedures throughout the organization. This allowed us to exceed our mandate and grow the business by $18 million in 11 months.

Case Study Briefs


KN Rubber LLC, Toronto, ON & Wapakoneta, OH Factum Partners was retained to develop and execute a comprehensive sales and marketing strategy for this private equity backed Tier 1 organization with 300 employees, four locations across North America, and revenues of approximately $50 million. Factum Partners also provided personnel to serve as Interim GM for the company's Ohio operation. Through the establishment of new sales channels and a sales agent network; implementing new processes; the strengthening of the company’s image; the merger of multiple brands into a single product offering; and the implementation of a world class CRM platform to ensure a robust sales pipeline; we were able to deliver $12 million in growth within 12 months. HSC, Waterloo, ONFactum Partners managed and marketed a unique new product for the HVAC industry to select private equity and venture capital firms to secure initial funding. After funding, HSC was able to achieve first year revenues of $3.95 million and over 1,500 units sold.

Case Study Briefs


Lito Plast y Compañía S. A. de C. V.. , Juárez, MXFactum Partners was retained to build a Joint Venture manufacturing partnership and 3PL logistics strategy for this Mexican company in Canada and the USA where we reduced manufacturing, logistics and raw material costs by 32%. The second part of our mandate was to to plan and execute a South American market penetration strategy which saw their revenues increase by $14 million in 27 months.

Tyrolit Industrial Abrasives, Mississauga, ONFactum Partners President Tom Greenwood was retained to fill the role of Interim Managing Director and apply his expertise in rebuilding Tyrolit’s Canadian operation and launching their US operation within a three year time frame. Tom successfully maintained a 64.7% average gross margin and decreased expenses (property, health care, communications, production) by $672K in the first year. Under his guidance, company revenue increased by 193% and EBITDA improved by 37%.

Pricing Model


Factum Partners success comes from the success of our clients. Therefore, our fee structure is tied directly to your company’s success. We require

a very small monthly retainer to start our mandate ($1,500 to $3,500

depending on project scope) then we get paid monthly based on the company’s success with a bonus plan tied to fulfilling the mutually agreed upon goals and achieving substantial, quantitative results.

For our fees, we provide a team of professionals who will work tirelessly to achieve your company’s goals. Typically our fees are equal to

approximately one third of the monthly cost of a full time employee.

You win, we win….that is the way it should be.

Contact


www.factumpartnersinc.com

For more information, or to book a complimentary consultation please contact us at:

[email protected]

Ph. (289) 291-4012