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AT MILE MARKER, YOU ARE THE CLIENT

Focus for YOUR success is in 6 key areas:

Vision/Mission
Business Planning
Professional Relationships
People
Generational Transition
Banking, Financing, Capital
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ABOUT US
Mile Marker Business and Consulting Services, LLC’s strategy is based on a simple but compelling issue that exists with virtually every company; there are problems within that are either never identified, or simply are left to “work their way out”, with no clear vision on how that will happen. These often cause Mental Anguish, and can have a significant financial cost. Through listening to your story, engaging a dialogue with you based on your vision and probing questions, and establishing your willingness and commitment to solve problems, we will work together to find REAL Solutions.
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David Alexander, a well-seasoned and experienced former commercial banker and financial professional of over 30 years, is founder of Mile Marker Business and Consulting Services, LLC. David has engaged owners and managers of companies of all sizes, in multiple industries and areas of the country, with great success in supporting their business and financial needs. Throughout his career, he has identified and/or encountered company issues and problems that have often gone overlooked or ignored. Through successfully engaging owners, David has provided very rewarding results. David is committed to helping his Clients take on their problems, and to achieve success.

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Mile Marker Business and Consulting Services, LLC
2227 William T. Circle
Lancaster, OH 43130

513-295-7196

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VISION/MISSION
When you leave your business at night, do you ever actually turn around, and look at the business itself, as the OWNER (not as the person who works hard making the business go)

What do you really like about the business?
What do you not like about the business?
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How willing are you to invest time and resources to make the good BETTER, and in FIXING the things you do not like?
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BUSINESS PLANNING
Do you look into the future and visualize where you want your company to go?
What does that look like?
Has your Vision been formalized into a "working" Strategic or Business Plan?

YES

How does that plan change when things change in your company?

NO

Why is the plan not formalized?

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PROFESSIONAL SERVICE RELATIONSHIPS

Think about your professional service relationships

Accountant
Accountant
Attorney
Attorney
Technology Manager
Technology Manager
Insurance Agency
Insurance Agency
Banker
Banker

THEN

What caused you to start doing business with them?

NOW

How do they demonstrate an understanding of your business,
and how do they add value?
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PEOPLE

Think about the people at your company

How are they
the right people
for their roles?



How do they add
value to the
company's vision?



What kind of
expertise do they
bring to move the
company forward?


Do you hold back
on the new ideas,
projects, products,
and vision because
they “don’t like
change”?
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GENERATIONAL TRANSITION
What does your
SUCCESSION PLAN
look like?

Who are the
SUCCESSORS
to your
business?
Suppose you want to Sell the Business.
What would you perceive that to look like?

Perhaps you want to Acquire Another Business, or Merger up.
Again, what would that look like?

What instruments have you put in place to assure that the
business’s value moves with you?


Are they family?
What values do they possess to take the company forward?
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CREDIT REVIEW

What expertise do you have for the best Commercial Credit/Financial Review?

Extensive Financial Statement Review
Extensive Financial Statement Review
Market Research
Market Research
Historical and Business Review / Risk and Mitigate Analysis
Historical and Business Review / Risk and Mitigate Analysis
Guarantor Analysis / Background Checks
Guarantor Analysis / Background Checks
Q
Q&A Determination (for client discussion and analysis)
Collateral Review
Collateral Review
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BANKING / FINANCING / CAPITAL

Financing

When you make a request for financing,
does the end result often look very different than than
YOUR ORIGINAL REQUEST?

Re-Financing

Are you being asked to "leave the bank",
to find alternative financing,
or has your request been denied?

Capital

Is your company experiencing financial challenges,
and experiencing difficulty with financing and capital needs?

Banking

When you meet with your banker or relationship manager,
do you leave the discussion with more questions than answers?