ATTENTION: Consultants, Attorneys, CPAs and other service providers
Are You Ready to Become the
Trusted Advisor Your Stage 2
Clients Need You to Be?
The leaders of Stage 2 companies - those who have made it past start-up (maybe long ago),
grown beyond the initial core group of staff, and are no longer focused on day-to-day sustainability - face a new set
of unexpected challenges.
The first of those challenges is the belief that growth (and the extra resources that come
with it) will make things easier. Many are never able to accept that it actually gets more difficult!
So when Stage 2 leaders turn to you,
they need your help to:
Speak their language - communicate with them as if you're sitting in
their seat
Understand their opportunities and challenges from a strategic perspective -
the whole landscape - not just your worldview
Guide the conversation with models and tools that stretch their thinking so
they can make better decisions faster and use their teams more effectively
When you act on what I’m about to describe, you'll be getting on the leading edge
of a new trend to transform our economy.
For years, economic development efforts have focused on start-ups and large corporations,
almost completely ignoring Stage 2 companies - which, according to the National Bureau of Economic Research, is the
only segment of employers who add more than their fair share of new jobs.
Well, that's beginning to change. Economic development organizations have caught
on, and "economic gardening" is getting serious attention all over the country - helping existing,
successful Stage 2 small businesses achieve further growth.
But even with additional resources thrown at the segment, economic gardening will have so
much more impact if we in the private sector get deeply involved. I want to make a significant contribution to
our collective success, and make it easy for you to get involved.
In fact, I'm so serious and so excited about the possibility of helping you, that I'm
going to give you ALL the details and ALL the information right here, right now, so you can decide whether or not my
Stage 2 Accelerators program is a good match for you.
Over the next year, my team and I want to personally work with you to pass along what
I've learned in over 15 years of helping Stage 2 leaders make effective, strategic decisions.
No matter how much or how little you've done so far in your career as a Stage 2 service
provider, I can help you improve your relationship with your clients and prospects so that they say the same things
to you that they routinely say to me:
"I now understand that I need to do things differently - can
you help me?"
"A lot of people say they provide strategic insight, but I
don't know
anyone who makes the observations that you do."
Stage 2 acceleration doesn't happen by accident. It's only delivered by those who
invest time and money learning exactly how to make it happen.
How about you?
Have you honed your Stage 2-specific advisory skills - or do you plan to? I hope so, because
we need you to help turn things around. No matter how much the government does, it's really up to us to
make it happen. REGISTER
Who Am I and Why Can I Help You
Become A More Trusted Stage 2 Advisor?
Dave Haviland
My name is Dave Haviland, and I’ve dedicated the past 15 years of my life to helping
Stage 2 leaders navigate the big shifts they must understand to achieve further growth. Along the way, I
help them change the dynamic so that their personal situation gets better too, which is what they expected from
growth in the first place.
Even while we've been saddled with this terrible economy, I’ve been responsible
directly or indirectly for strategies that have generated over $50 million in new revenues, $10 million in new
profits, and $15 million in new investment for the small number of consulting clients I can handle
personally.
With my business partner, Randy Albert, I'm also co-author of the
Stage 2 Owner's
Manual, a multimedia guide to making the transition from entrepreneurship to enterprise.
It's packed with tools and tips to help Stage 2 companies overcome their growing pains. With over 200
printed pages and online access to videos, slide presentations, assessments, cheat sheets and templates, the Stage
2 Owner's Manual serves as:
Reference Guide covering 12 topics of critical importance to explain the "whys" and
"hows" of unique Stage 2 challenges.
Training Manual with video presentations and annotated slides to improve the capabilities of Stage 2
management teams.
Business Improvement Playbook with frameworks, assessments and templates to help Stage 2 companies
improve the value they create for, and capture from, their customers.
Here’s what some of our clients and colleagues say about us:
Impressive
"As a CFO for
several small and mid-size companies, I am impressed with Phimation’s knowledge of the challenges facing
Stage 2 companies. The hurdles Phimation highlights are exactly what I see at my clients every day, but
often my clients don’t know where to start. Phimation explains the deeper strategies that make companies
more profitable, and the strategic models that leaders need to take the right steps.”
-Sheri Pawlik, B2B CFO
We May Have Been Able to Avoid So Many Avalanches
"Hi Dave. I have read the chapters and I am going through the videos
now...and I have to say...have you just been watching us? Honestly, we have been experiencing everything
you describe...and certainly this month has been quite a pivotal time in our business where I can see if we had
some strategies in place we may have been able to avoid so many avalanches."
- Visionary & Co-Founder, Internet Marketing Firm
The Best Source of Knowledge and Wisdom
“When your company moves from startup to second stage growth, you don’t have the
luxury of being an amateur manager. You’re a professional CEO and you need to learn from the
best.
Phimation offers tremendous resources. Based on my experience going from $1M to
$6M, they may be the single best source of knowledge and even wisdom that you’ll need to become the
professional CEO your company needs you to be.
Their Stage 2 Owner’s Manual is like a cheat sheet on how to keep your
company on track and growing through that tough time that every business hits AFTER you survive
startup.”
-Don Hicks, President & CEO, LLamasoft, Inc.
I Wish You Would Have Offered Me the Book 4 Years Ago
"Hi David. I wish you would have offered me the book 4 years ago when we
began the whole transition discussion and process. I say this because it suggests some things we could/should
have done to minimize the issues we are having.
It occurs to me that it might be well for the entire company to read/have a course
in/or in some way have a clear understanding of what a Stage 1 to Stage 2 transformation
requires."
-Founder & Chairman, Plastics Engineering Company
Invaluable
"As the former owner of a Stage 2 business, and the director of a program for
start-up entrepreneurs, Phimation's thinking on how to make the jump from start-up to Stage 2 is
invaluable. Sure, many entrepreneurs eventually figure things out - but not without a lot of mistakes and
learning. With Phimation's strategic insights, Stage 2 companies accelerate their results and avoid
some major mistakes that many leaders make." -Diane Durance. Executive
Director, Great Lakes Entrepreneur Quest; Former Owner, Lexicon Publishing
I’m also regularly featured in publications such as Inc., The Street, The American
Management Association, B2Buzz, and locally in Southeast Michigan where I live, Crain's Detroit Business, WJR and
WDET.
I don’t want to sound like I’m bragging, but I don't know anyone who has
focused on the unique nuances of Stage 2 as closely as I have. And frankly, I don't need to provide this
training. I have a very busy and successful consulting practice that provides much higher margins, but I
consider Stage 2 Accelerators a labor of love and my civic duty to help turn around our economy!
REGISTER
As the Principal of Strategic Change Advisors, Randy is an expert
in what it takes to initiate and implement change. He's also extremely talented when it comes to
capturing consulting experience in useful packages. You wouldn’t be reading this now if it
weren’t for him. I'd still be totally focused on individual consulting projects.
Randy will be teaching the Stage 2 Accelerators program with me.
His 25 years of business experience - as a founder and CEO of start-ups, as a Stage 2 business executive, and
as a consultant to both small and large corporations - adds an invaluable perspective on where your Stage 2
clients are coming from and where they are tying to go.
Randy Albert
One of the most powerful things about having time with Randy and me is that we
bring 'fresh eyes' and over 40 years of combined experience to your practice. We're highly attuned
to the unique challenges your Stage 2 clients are facing, and can often see a new approach that helps you drive
better results more efficiently. It’s one of the things we do best, and it’s why we love working
with people like you. REGISTER
To Be a Stage 2 Accelerator, You Need
to SHIFT™ Along With Your Clients
The vast majority of Stage 2 companies are led by the founder or subsequent generations of
the founder's family. There are no "professional" managers in the mix.
But make no mistake. These are VERY successful business people. It's an
extraordinary accomplishment to get a business past start-up, and the leaders who do it are rightfully confident in
their abilities.
But that confidence is an Achilles' heel for most Stage 2 leaders. What made them
successful in Stage 0/1 no longer works in Stage 2. They must SHIFTTM their thinking - and if you don't have a deep understanding of these shifts, you're
doing them a disservice, maybe even steering them in the wrong direction! To be an effective trusted advisor,
you need to SHIFTTM too:
S
- Strategies appropriate to Stage 2
H
- Honesty about their blindspots and their need for help
I
- Insight that changes the way they look at problems
F
- Frameworks that simplify and clarify their path forward
T
- Tools that work in Stage 2
Take 3 minutes to watch this video for a detailed overview of the big shifts Stage 2 leaders
- and you - need to understand.
We've designed a simple 3-part program to help you make the
SHIFTTM:
#1) Monthly Training - Ever wanted to be a fly on the wall of your clients? This
is the next best thing. We run a training program for management teams called Stage 2 Insight. The Insight program includes
monthly webinars on a range of Stage 2-specific challenges, and teaches participants to approach them in new,
strategic ways. You'll participate in the Insight webinars right alongside the Stage 2 leaders,
learning what they learn. You'll also learn a lot more about how Stage 2 leaders think, because the
majority of each webinar is devoted to answering their questions.
#2) Monthly Coaching Calls - Immediately following each Insight webinar,
Stage 2 Accelerators gather for service-provider-only discussion and Q&A. This gives us the opportunity to
discuss what we heard from the Stage 2 leaders during the webinar and talk about how to be more effective coaches and
advisors.
#3) Discounted Access to Programs – As a Stage 2 Accelerator,
you have access to our $297 Stage 2 Owner's
Manual, for you or your clients, for just $197. You can also offer the Stage 2 Insight program
to your clients for a substantial discount, so that you can use Insight to spur discussion of business
improvements your clients should consider.
Here Are Just Some of the Highlights of What
You'll Learn in my Stage 2 Insight Program
Growing Your Client's
Business:
How to help your clients turn 30 minutes per week into $1 million
How your clients can double their results with half their marketing effort
The sales strategies your clients need to generate more value for their customers and capture more
of that value for themselves
5 tools for helping your clients' productivity skyrocket
The current trends impacting small business and how to apply them to your clients'
strategy
Growing Your Client's Leadership:
7 key differences between Stage 1 and Stage 2 that you and your clients need to know to unlock the
power of their business
The job description your clients need to have to be top performing Stage 2 leaders
A proven, powerful model to get your clients to embrace change
The blindspot your clients have that's holding them back
Growing Your Client's Team:
The talent management approach required to engage and unlock the potential of your client's
staff
11 steps of effective hiring
The compensation system that connects pay to performance
9 keys to turning your clients innovations into business success
If you're thinking that most of these topics
don't apply to you, think again …
I am not suggesting that you need to be an expert in everything listed above -
and neither your clients nor your prospects want you to be. What they want is a trusted advisor who can provide
specific expertise efficiently and in context. Those two things, efficiently and in context, go together.
The more you understand about their world, without them having to explain it to you, the more valuable you will be -
and the better your advice will be, because it will take the nuances of their situation into account.
What you learn in Stage 2 Accelerators will give you that context.
It's important to me - well, really to all of us - that you're not like
those people who go to conferences and seminars all the time, learn a lot of things, but never do anything with what
they know.
And I don’t want you to be like other people who are good at doing one or
two things, but are completely tactical and grossly ignorant of how your recommendations really fit into the big
picture of your client's business.
I’ve discovered that top advisors are always doing two different things
simultaneously. They’re constantly learning about areas outside their field of expertise. Then
they’re using that information to shape their efforts to be more effective advisors.
That’s exactly what my Stage 2 Accelerators program is designed to
do. You’re going to develop deep understanding of the nuances of Stage 2 strategy and management and tie that
into your field of expertise to become a more effective and trusted advisor. And in the process, we're
going to revolutionize our economy. REGISTER
Comments From Session Evaluations
“Very informative. Used many examples to articulate information. Allowed a lot of
communication and interaction with the group"
“Dave and Randy were excellent and hit a lot of points very appropriate for the timing of the market
and where our company is now”
"I registered to understand better why I am the way I am, to understand where I am now, and to view
from a different perspective exactly where I need to go. You have provided a picture and a map."
“Welll laid out, objectives established at the beginning, and follow through was excellent."
“Validated some of our priorities. Reminded me of a lot we are not doing.”
“Concise - hit the points to think about how you function best and can improve.”
“I thought Dave and Randy provided a lot of insight on Stage 2 - and differences between Stage
1.”
“It really made me think of how to grow business.”
“Some really good 'hands on' ideas.”
Here’s what you’ll receive
when you register for my
Stage 2 Accelerators Program
12 Monthly Stage 2 Insight Webinars. Participate side-by-side with Stage 2
leaders in their management training course. All webinars are recorded so you'll never miss a
session, and they're always available to you to listen to again. In fact, many of our participants never
make a single session yet still report getting tremendous value because we provide them with the recordings.
12 Monthly Coaching Calls. Years ago, Napoleon Hill was hired by Andrew Carnegie to
study the lives of the most successful people in business and report on the things they had in common. He reported
everything in his book “THINK AND GROW RICH.” Hill discovered great achievers usually have what
he calls “a mastermind group” – a group of people with whom he or she can brainstorm, seek
advice, get feedback, be encouraged, and even be held accountable.
Immediately following each Insight webinar, we'll hold a service-providers-only "mastermind
group" call to discuss what we heard from our clients during the Insight webinar, how that impacts our
practices, and what we can do to be more effective advisors.
Discounted Access to Other Tools and Programs. Get our $297 Stage 2 Owner's Manual for just $197, and you may pass this discount
along to your clients. You will also be eligible to join our partner program which would allow you to
generate an alternative revenue stream or offer Stage 2 Insight to your clients for a substantial
discount.
BONUS #1 - Quick Start Guide. Let's face it, we've become an instant gratification
society. Even though it will happen within weeks, waiting for your first webinar to get involved may seem
like forever when you're ready to act now. We've put together package of material that will help you
get oriented to the unique challenges of Stage 2 in just one hour.
BONUS #2 - 2011 Small Business Trend Report. One of the challenges for Stage 2 companies is that,
because they are serving a broader market (or markets), they are more susceptible to market forces. This is
our take on the trends that are particularly important to Stage 2 companies, and offers advice applicable to both
you and your clients about how to deal with or take advantage of those trends.
BONUS #3 -Use of the Stage 2 Accelerator logo. As long
as you're a participant in good standing or a graduate of the program, you can display the Stage 2
Accelerator logo on your website and use it in your communication to promote your commitment to the
sector.
The Price of My Stage 2 Accelerators Program
What should Stage 2 Accelerators cost? Some of what we offer
are things you can’t purchase separately from anyone anywhere, but here’s a quick list of what
you’re getting to give you a sense of the incredible value:
Training & Bonuses you'll receive:
Value
12 Monthly Stage 2 Insight Webinars
$600 value
12 Monthly Coaching Calls
$600 value
Discounted Access to Other Tools & Programs
$1,600+ value
Quick Start Guide
$50 value
Small Business Trend Report
$97 value
Use of the Stage 2 Accelerator Logo
intangible
Total Value
$2,947 value
As you can see in the table above the total value of the program is at least $2,947.
I'm absolutely committed to giving all of my clients a substantial return on their investment, so instead of
pricing the program at $2,500, $2,000 or even $1,500, I'm making it available to you for just $997.
100% Money-Back Guarantee
I’m so sure you’ll be thrilled with my Stage 2 Accelerators program
that I offer you this guarantee:
Try it for 30 days, attend one webinar and one coaching call. If for any reason you’re not
satisfied, simply give me a call and get a full refund. You have nothing to lose!
All I ask is that you show up on one webinar and one coaching call and give the program a fair try.
REGISTER
Please excuse me for a moment. I'm going to go into hard sell mode
because I think this is so important. Where else can you get in front of the economic gardening trend AND get
an insider's view of Stage 2 strategy and management challenges?
And besides, let’s assume for a moment you are a really, really, slow
learner. Over the course of 12 webinars, 12 coaching calls, plus all the bonus materials, aren't you almost
guaranteed to get at least one new idea or one new connection that pays back your modest investment?
REGISTER
Answers to Frequently Asked Questions
Q: When are the webinars and the coaching calls - and what happens if I
can’t make one of them?
A: The webinars are held on the 4th Friday of every month from 12:30-1:30pm
Eastern, and the coaching calls follow immediately after from 1:35-2:05pm. If you miss a session, or would like
to listen again, all sessions are recorded and available to you by the following Tuesday. REGISTER
Q: May I involve a colleague in the program?
A: Not directly. You're welcome to have a colleague listen in via
speakerphone, but for separate dial-in we ask that you register individually so that we can afford to pay for and
manage the bandwidth and number of bridge lines we need for each session. Downloaded recordings and program
materials are intended for individual use and should be considered confidential.
Q: I have a lot going on right now, and I’m concerned I won’t be
able to take advantage of the program? What should I do?
A: Everyone feels behind. Everyone feels squeezed for time.
You’re not alone in having a lot going on. One of Stephen Covey's 7 Habits of Highly Effective People
is "sharpening the saw." Stage 2 Accelerators is a quick and easy way for you to set aside a
little bit of time every month to sharpen your saw. REGISTER
Q: Dave, I’m not sure I’m right for this program. I’d like
to talk to you personally before enrolling.
A: Unfortunately, I cannot accommodate these kinds of requests right now.
The truth is we’re looking for decision-makers who can read a lengthy letter like this and decide to take
action. REGISTER
Q: Some aspects of the program are things I have already done and already
know about, while others are more of what I’m interested in. What should I do?
A: Everyone else is in the same boat. It’s one of the reasons why the
program is so powerful. We work with high-caliber professionals who have a variety of goals and experience.
That’s what makes the mastermind group concept so productive. You can help people who are trying to do what
you’ve done, and vice versa. The point is to both give and receive. And actually, people learn a lot by
teaching, so even the “giving” is actually getting.
To grab a spot in my Stage 2 Accelerators program click here now to register and let's get started on the path to
ensuring you're the trusted advisor your Stage 2 clients need you to be.
Looking forward to working with you,
Dave Haviland
PS - Please join with me to help add the private sector's expertise
to the economic gardening that's happening throughout the country. My Stage 2 Accelerators program
will be good for you, good for your clients, and good for our economy. REGISTER
Phimation Strategy Group
201 S. Main, Ste. 808 ● Ann Arbor, MI 48104
734 622-0808