Tools

The Platinum Toolkit contains informative articles written by experts in the turnaround, consulting and finance industries. These articles provide valuable information about business trends and strategies that are imperative to your important transition. Economic perspectives, technological advancements and e-commerce developments are just a few areas of interest covered in this helpful resource. Choose an article below, and start exploring methods for making your business more effective.

Bob Cass

With the economy starting to recover, many owners are uncertain where to look for new sales opportunities.

During tough economic times, small companies are looking for new revenue streams but are uncertain about how e-Commerce can work for them.

In this down economy, many companies are unable to meet their obligations to their lenders and vendors.

Bob Cass

As the down economy continues, owners and managers feel frustrated in their attempts to maintain their business.

Owners are looking for vendor support; vendors are looking for payment.

Many entrepreneurs can be likened to a skipper of a ship—without a navigator.

Platinum Group

A five-step process based on Platinum Group’s experiences with owners going through transition, including understanding generational differences and impacts.

Announcements

Events

The Transition Resource Group invites company owners, partners and families in business to learn from a live transition story.

Real Story #4:
Acquisition Risk, Reward & Results

Join us to hear how Ken Peterka’s small software company (Captovation) was acquired by Oracle,
a Fortune 200 company. Participate in open dialog among all participants. Trusted advisors are
welcome accompanied by a client or prospect. Please come to learn about the following challenges
from Ken’s point of view:

  • Building critical business partnerships
  • Complications of valuation & ownership restructuring
  • Financial, legal and intellectual property issues
  • Negotiations and his due diligence team
  • Moving into the unknown future

Transition Resource Group

Who we are: A select group of professionals who have experience with business owners seeking to transition their business.
What we do: Provide a coordinated set of advisory services bringing specialized expertise to company owners that may be needed at some phase of a transition.
How we operate: Some of our services will apply to your situation, others may not. We consult and advise according to your needs. If we see the need, a TR G member will suggest others who may be a good fit for you. It’s always your decision.

The Transition Breakfast Series is hosted by Olympic Hills Golf Club. The event begins at 7:30 a.m.

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