Cortado Conversations Podcast

In this podcast we will discuss (often in an irreverent manner) everything related to strategic transactions, entrepreneurship, and business management - transformational growth, strategic planning, mergers, acquisitions, divestures, joint ventures, capital raises, and strategic alliances

We will also discuss the interrelated nature of the quantitative and qualitative aspects of a strategic transaction, how it impacts overall success, and why over 60% of transaction like these fail.

If you want to know more about FocalPoint Advisory Services and how we apply these concepts to your business I can be reached at gbeck@focalpointcoaching.com. 

You can also find me on LinkedIn! 

My website and Transaction Readiness Assessment Links are below.
https://gregbeck.focalpointcoaching.com/
https://transactionreadiness-gregbeck.scoreapp.com/

Host

FocalPoint Advisory Services

As the founder and Chief Growth Officer at FocalPoint Advisory Services, I combine my diverse skillset with the proven FocalPoint process to uncover possibilities and unlock freedom for business leaders considering a strategic transaction - sale, acquisition, capital raise, joint venture, strategic alliance.  By uncovering potholes, putting plans in place to optimize your company's value, and developing a solid execution plan we give owners the peace of mind they deserve.  Provides both strategic and fractional CXO services in support of these goals.

Identify Your Potholes:
Just as potholes can interfere with a pleasant drive, they can interfere with an easy transition of a business. As potholes are identified, there are two ways to deal with them. We can repair them, or avoid them.

Maximize Your Company’s Value:
Boost your company’s short-term earnings while maximizing long-term value. Increasing your company’s value is all about increasing profitability, cash flows, and efficiency. A high-value business demands a premium price during a sale and makes a more valuable partner for acquisitions, joint ventures, strategic alliances, or when capital needs to be raised.  

Build Your Transaction Plan:
Making sure your business is in the shape it needs to be in to gain maximum value from a transaction. Improving your financial records, customer base, and other factors will make the business more successful. Then we can determine the value of your business and price it appropriately

Build Your Acquisition Plan:
Planning to grow through acquisition has just as many potholes as a sale.  By preparing for an acquisition with the same diligence and strategic planning you will exceed your financial goals.

The business world is fast paced and changing constantly but you don’t have to go through it alone.  Please feel free to contact me at gbeck@focalpointcoaching.com or 513-379-2399 to explore what we can do together.

Chief Growth Officer

Capital Tactics Inc. 

Leads all buy side / sell side, capital raise, and technical solution engagement teams for Capital Tactics - a Midwest-based boutique investment banking firm offering M&A Advisory, Business Valuation, ERP Selection, Financial Management, Capital Raising, Bookkeeping and Cash Flow Planning Services.  

What separates Capital Tactics is our comprehensive approach to helping clients.  We match buyers and sellers, negotiate deal terms, perform financial valuation and analysis, due diligence, and prepare documents for closing.  This is an end-to-end solution that others do not provide.

That comprehensive approach is delivered by a team of highly experienced business advisors, with the staff in the aggregate having over 100 years of business experience.  Each client works directly with a highly experienced professional with 20 or more years professional experience across multiple disciplines.  We don’t operate on a leverage model; we don’t delegate client matters to lower-level associates.  We recognize that our clients deserve only the highest and best talent, and that’s what we provide.

Managing Director

Fifth Third Bank

Executive leader of the Consumer, Commercial, Risk & Compliance, and Enterprise Workplace Sourcing verticals. Supported C-level leadership through partnership engagement, cost reductions, revenue enhancement, and risk mitigation. Managed a team of 17 employees.

Develop the strategic engagement approach with key partnerships and categories in the Payments, Treasury Management, and FinTech space broadly.  Previous experience with Human Resources, Marketing, Legal, Staff Augmentation/Business Process Outsourcing, and Consulting.

Key partnerships included FIS, FiServ, Worldpay, inComm, MasterCard, TSYS, Allpoint, ACI, Wausau, etc).

Combine an understanding of bank goals and market knowledge to develop key partnerships that drive revenue, minimized risk, and provided new customer facing services.  

Brought a data driven, forward thinking market perspective and collaborative approach to influence the structure of partnership deal pricing, future product development, and flexibility.

Sourcing Business Partner - Fifth Third Bank

Drove value improvements, reduced costs, and improved strategic supplier relationships. Developed sourcing category strategies in support of the Payments and Information Technology teams with a focus on both commercial / consumer payment systems.

Vice President - Strategic Sourcing

Kroger Personal Finance

Managed the P&L for all Money Services products consisting of money transfer, money order,  bill payment, check & debit card cashing, Coinstar, and prepaid card products. Developed the go-to-market strategy which delivered high double digit sale / profit growth through improved product quality and improved customer experience.  Spearheaded the development, launch, and ongoing roadmap of multiple new revenue producing products. Delivered the results above by developing excellent working relationships with other matrixed partners (Retail Operations, Risk, Treasury, IT, Marketing, etc.).

Senior Product Manager - Money Services

Business line owner for 3rd party, Open Loop / General Purpose Reloadable, and Enterprise Gift Cards.  Responsibilities Include Merchandising/Marketing, Market Analysis, Inventory Management, & IT Operations

3rd Party Gift Card Manager

The Kroger co

Drove Cost Savings and Operational Improvement Through Negotiating Enterprise Level Capital Contracts.  Key Sourcing Areas:  Front End Systems, Merchandising Fixtures, Building & Construction.

Sourcing Manager

Blackhawk Automotive Plastics

Global Commodity Manager for a Tier-1 supplier to the Automotive Industry

Commodity Manager

Hydro Systems, Inc.

Buyer/planner position managing both sourcing and supply chain planning responsibilities

Senior Buyer

US Navy

Weapons Officer & First Lieutenant - USS Blackhawk (MHC-58)

Surface Warfare Officer

Husband, father of 3 sons, Chief Growth Officer, Host of The Cortado Conversations, novice bass player, even more novice Tian Shen Pai student.  Lover of all things M&A, capital raising, joint venture, strategic alliance, strategic growth advisory, and espresso related.    

We work with companies of all sizes in the early stages of planning strategic transactions - exit planning, acquisition planning, raising capital, joint ventures, strategic alliances, and transformational growth. Through proven content and bespoke solutions, I unlock the potential that exists in every organization.

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