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1. Solving the Value Equation
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Strategic Clarity
prepared for
CEO Entreprenuers
Ephor Group, LLC
2015

2. Solving the Value Equation
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For entrepreneurs, independent sponsors, and intermediaries, Ephor Group serves as the
Operating Partner to augment the company with the domain expertise and sills required to
create a sector leader. Included at the start of every partnership is the development of a wealth
strategy and insourcing of Management Science and institutional governance processes.
Wealth Strategy
Review and development of
your business plan in
connection and based on
your wealth strategy.
Includes a strategy based on a detailed
review of the factors that will influence
your strategic optionality, operating
model and corporate development
options.
Management Science
& Governance
Operating processes.
This information is invaluable in operating
your business, maximizing the
deployment of capital, and execution of
your wealth strategy. Management
Science minimizes execution risk and
creates institutionally viable businesses.
Market comparables are provided to
determine the most economically efficient
model for your operating activities.
For a pragmatic, no obligation review with one of our Partners, contact:
Solving the Value Equation
ephor@ephorgroup.com
214-702-6427
24 E. Greenway Plaza, Ste. 400, Houston, TX 77046
www.ephorgroup.com
Investor
Preparation &
Strategic Clarity
Does Your
Strategy Create
Wealth?

3. Strategic Clarity
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Strategic Clarity
Over the past decade, we have identified the attributes required in the
development and success of numerous transformational and industry
sector leadership business models.
Creating Wealth Crossing the Chasm Preamble. The majority of business leaders, especially those in
new markets, generally illustrate a background that is dominated by one or two functional areas of
expertise. (i.e. technology/engineering, or sales & marketing). Therefore these leaders rarely are “fully or
adequately skilled” to effectively lead and manage all the functional areas of a emerging and complex
business. This has become especially prevalent in the post 2009 restructured and complex economic and
legislative environment.
The Big Idea. Strategic Clarity requires that all constituencies work conterminously and are mutually
dependent upon each other for transformational or sector leadership and success.
The Result. Simply stated; crossing the chasm from a small lifestyle oriented business, to a wealth
creation entity requires holistic wealth planning, effective leadership and management skills, coupled with
“best of breed” operational and execution capabilities. The outcome is how entrepreneurs can become
effective "CEO Entrepreneurs"!
Paradigm of Change. Historically this “skill deficiency” issue has been solved by retaining
functional/domain operators and consultants to temporarily provide these needs via a “bottom up” or task
oriented approach. In the “new economy” this approach has frequently failed. What has proven successful
is a “top down” holistic approach that builds the long-term capability and capacity of the organization.
Ephor Group has developed, implemented, and refined over the past decade the “Concept of
Organizational Clarity.” This concept has been instrumental in the development and success of
numerous transformational and industry sector leadership business models.
Organizational Clarity has four components that must work conterminously and are mutually dependent
upon each other for transformational or sector leadership and success:
1. Strategic Clarity
2. Operational Clarity
3. Tactical Clarity
4. Financial Clarity
The Outcomes of Organizational Clarity include:
 A Sector Influencer or Sector Transformational
Business Model
 Exponential Shareholder and Entrepreneur Wealth
Creation
 Significant Economic Societal Success and Job
Outcomes
 The Desired “Storybook Happy Ending” for all
Stakeholders

4. Strategic Clarity
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Strategic Clarity requires:
 A unique Value Proposition
 A well-defined and differentiated Business Model
 A stated (and adhered to) Core Set of Values and Principals
 A well-defined Strategy inclusive of a Corporate Development function
 Highly skilled Leadership Team that utilizes “Outside Expertise” and Governance
Operational Clarity Outcomes include:
 Revenue growth becomes a “built-in” capability of the business
 Significant New Clients are the result of referrals - not just direct sales
 Significant Client Retention & Recurring Revenue capability
 Employee recruiting is dominated by employee referrals
 Effective Internal Leadership

5. Strategic Clarity
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Strategic Clarity Outcomes include:
 A Branded and differentiated organization in the sector
 An ‘easy buy’ decision for the customers
 Customer clients attract referral customers
 A noted place to work, which attracts the best employees
 Significant wealth creation
 The “Yellow Brick Road” to achieve the desired “Storybook Happy Ending”
 Constituency Alignment of all stakeholders
 Marketplace Credence & Credibility
 Marquee Customer Adoption & Utilization
The Yellow Brick Road

6. Solving the Value Equation
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Strategic Clarity Plan
Options for Growth, Restructuring and Succession from Ephor Group
What is your plan?
After a decade at Ephor Group, advising entrepreneurs and the institutional investment
community on their business models and capital deployment strategies, we've come to the
realization that the development of the company founders and their leaders “skill sets” is
the most important factor.
Additionally, it is well known that the institutional investment community has come to the same
realization especially in technology enabled and labor intensive service businesses. Simply stated
technology-enabled, asset light services businesses are “perform” oriented business and thus
strategic leadership and strategic management are a prerequisite for wealth creation. As I am
sure you have come to realize and observe, the ability to create growth and a good business
does not necessarily coincide with the creation of wealth for its leaders. It requires a highly
planned and executed business strategy, coupled with a knowledgeable and experienced skill
set, and “useful capital”.
Did you know that there is a 90% failure rate for companies when management decides to
make it a lifestyle company versus an institutional business? Since the recession of
2008/2009 there are a plethora of businesses which face the decision of planning for a lifestyle
company or to become an institutional business.
What is your plan to create wealth?
A Pattern of Consolidation. Industry as a whole is undergoing significant consolidation as
leaders turn to inorganic growth to boost revenue and expand geographic footprints.
Leaders are doing both: building their distribution footprint to improve market share and
strengthening their operational capabilities. M&A activity will continue to be bifurcated. With
interest rates at historic lows and companies looking for revenue growth opportunities,
acquisitions are a natural avenue to bolster market share, build out brands and fuel longer-term
strategic initiatives. Uncertain economic growth means greater competition for market share,
greater focus on retaining customers. It's a " Buyer's Market" and a diversified portfolio is
key to serving the maximum number of customers.
The majority of market leaders have invested in knowledge-based employee teams. This
works well with the overall trend of creating talent pools of junior and senior teams with
increased focus on customer-centric, knowledge-oriented analytical services.
Founders ready to recap &/or restructure can position the business for the long-term (either to
become the sector or regional market share leader), and financing can create wealth for
founders, staff a talented team, and ensure a strategy for the long-term.
It’s an old but true cliché: Business is either growing or dying. The challenge of positioning your
company for long-term success requires long-term fiscal responsibility coupled with capable
leadership. The definition of success is creating the best business model in your sector which
includes at a minimum a unique portfolio of products/services, the best performing workforce,
and the best leadership team.

7. Solving the Value Equation
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Beyond your business plans, pitch decks, and financials, it is critically important to
understand the size of the near-term target market population applicable to the specific
operational needs, their specific skill requirements and proficiency needs, as well as a thorough
understanding of the cost attributes of implementing and operating. Ephor has defined the
operating attributes required to create a market sector leader and suggests the need for
development of both “proprietary human capital supply chain in all planning” and operating
competencies which are applicable across multiple products and markets.
Report Snapshot: Operating Capabilities: By Function Analysis
Operational
Function Product
Marketing
& Sales
Revenue
Mgt
Customer
Mgt
Technology
Application Leadership
Governa
nce
Strategy M H M H H M H
Resources L M M M M L M
Team H H M M H H L
Operating Model H H H M H H L
H=High, M=Medium, L=Low Capability Level
Operating Model Review
Item Description Importance
Operational Capability,
Capacity, &
Competencies Summary
Skill level and resource level
of each function
This information is used to identify the
skill level required for your operational
needs.
Deployment &
Expansion Capabilities
Analysis
Overview of the level of
capability, by each function
This information is used to quantify
strategy and execution risks.
Labor Salary
Comparison & Analysis
Overview of the labor
markets, its makeup, size
and critical factors
influencing each
This information is leveraged to identify
those markets which contain the most
labor synergies, the “hungriest”
population for jobs, and the employer
burdens associated with each position.
Operating Cost
Comparison & Analysis
Comparison and summation
of critical cost factors, by
function, and the
performance compared to
comparables
This information compiles the most
critical factors affecting operating costs.
Portfolio & Distribution
Review
Profitability review by
source, product, and
location
This information allows for reasonable
benchmark comparisons. Results can be
weighted to your priorities, or used to
forecast and plan.

8. Solving the Value Equation
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Due Diligence Preparation for Strategic Clarity
Over the past decade,
we have identified the attributes required in the development and success
of transformational sector leaders.
Let Ephor prepare you for success.
Preamble.
The majority of business leaders, especially those entrepreneurs creating new companies, generally
illustrate a background that is dominated by one or two functional areas of expertise. (i.e.
technology/engineering, or sales & marketing). Therefore, these leaders rarely are “fully or adequately
skilled” to effectively lead and manage all the functional areas of an emerging business. This has become
especially prevalent in the post 2009 restructured and complex economic and legislative environment.
The Big Idea. Document and present the Company Shareholder Wealth Plan so that all constituencies
have Strategic Clarity.
The Result. Simply stated; Strategic Clarity, is by definition where each employee and function are
aligned and performing to plan on a daily basis. Strategic Clarity requires a defined wealth plan coupled
with management science resulting in “best-in-class” operational and execution capabilities.
Paradigm of Change. Historically, management team skill deficiency issues have been solved by
retaining functional operators and consultants to temporarily provide these skills via a task oriented
approach. In today's new economy this approach has frequently failed. What has proven successful is a
holistic approach that builds the long-term capability and capacity of the organization.
Wealth Plan Checklist
Have we created a company that satisfies the following conditions?
 A Sector Transformational Business Model
 Exponential Shareholder Wealth Creation for All Contributors
 Significant Economic Societal Success and Job Outcomes
 The CEO Entrepreneur has surrendered the sovereignty and is focused on leadership!
 The Desired “Storybook Happy Ending” for all Stakeholders is Defined, Aligned, and Understood
Approach, Process, & Sequence of Events
Ephor Group has developed, implemented, and refined over the past decade the “Concept of Strategic
Clarity.” This framework has been instrumental in the development and success of numerous
transformational and industry sector leadership business models.
Why Ephor
 As a Useful Capital Partner: We participate in minority investments and invest pari-passu with
institutional investors.
 As an Operating Partner: Ephor provides the following skills and resources to create exponential
equity value: Domain Expertise, Experience in Developing Transformational Business Models,
Useful Capital.

9. Solving the Value Equation
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What is your plan to create wealth?
We help entrepreneurs become CEO Entrepreneurs and their companies to fulfill their vision.
Investor Due Diligence Prep: Overview
A plethora of advisors and groups deploy capital, but only a select few create wealth.
Ephor Group Services
Management Science Services Deal Support Services
"CEO Entrepreneurs" are the key to job
creation, and wealth creation.
 Institutional Investment governance
and Documentation
 Capital deployment and financial
engineering modeling
Increase your probabilities of success and
minimize execution risks.
 Wealth strategy and planning
 Strategic mapping & intelligence
 Proprietary deal Ffow
 Successful conversion of LOIs to funding
 Expansion support
 Corporate development
Expertise
 How to create institutional businesses
 How to create best-in-class operating models
 How to create wealth for ALL shareholders
 How to create wealth for founders & entrepreneurs crossing the chasm
 How to attract Useful Capital partners
Experience, Commitment, & Long Term Relationships
with Entrepreneurs, Sponsors and Intermediaries
Ephor and our partners have deployed $450m in capital to
19 platform companies. We continue to build relationships
with experienced investors and intermediaries nationwide.
Contact Ephor
Ephor Group, LLC
Charles Bedard
214-702-6427
Ephor[at]EphorGroup.com
24 E. Greenway Plaza, Suite 440, Houston, TX 77046
 BPO (Frontoffice, Backoffice)
 Call Center / Contact Center
 CRM (SPM, EPM)
 FAO, FAO, Outsourcing
 FinTech
 Healthcare IT
 Healthcare Services
 Managed Services
 Marketing Tech & Services
 Systems Implementation
 Technical Staffing
Sectors

10. Solving the Value Equation
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When considering deployment of capital, this is what you need to know:
Useful Financing Partners & Terms
State Labor Rules
Site Selection Pros & Cons
Location Expansion Economic Factors
Local Government Initiatives/Programs
Local Tax Rules & Implications
Local Catalysts for Success
Labor Supply & Local Competencies
Industry Influencers
Economic Factors
Distribution Sources
Corporate Development Options
Competitive Roadmaps
Alliance & Partner Options
For a detailed review of your sector options and comparables, contact:
Solving the Value Equation
ephor@ephorgroup.com
214-702-6427
24 E. Greenway Plaza, Ste. 400, Houston, TX 77046
www.ephorgroup.com
What Do I Need
To Know To
Expand & Why?

11. Strategic Clarity
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For the full report, please contact us @
ephor@ephorgroup.com

12. Solving the Value Equation
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Please contact Ephor Group at 214.702.6427 or ephor@ephorgroup.com for further
information and discussions relating to:
 Wealth strategy
 Strategic Clarity
 Market comparables analysis & forecast
 Financial engienering advisory for M&A, succession, or recapitlization
 Expansion corporate development options
 Equity Structures, Compensation Planning, Capital Markets Investment
 Board presentations for corporate development &/or strategic planning
Contact Ephor Group to discuss your needs in confidence.