A Peer Discussion on Growth Strategies for 2018


November 30, 2017


7:30AM - 11:00AM Pacific Time (US & Canada)


The Pacific Club
4110 MacArthur Boulevard
Newport Beach, CA 92660

CPE Credits: 3

Field of Study: Business Management & Organization

Hosted by The CFO Alliance

Cost: Free

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Build, Buy or Borrow? Driving Growth through Assets, Acquisitions & Alliances - Orange County

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Our Q4 Roundtable will focus on alternative paths to growth and analyze the opportunities and challenges associated with each. These growth strategies can be viable, but clear advantages emerge given your specific timeline and ROI scenarios. Please join us to explore the options and opportunities most relevant to your business and achieving your 2018 corporate growth objectives.

  • Build/Assets: Includes driving organic growth from existing products and services, product innovation, growing existing customer relationships, sales/marketing investments, organic geographic expansion.
  • Buy/Acquire: Growth through M&A activities, buying competitive/complementary product lines and businesses.
  • Borrow/Alliance: JVs, strategic partnerships, co-branding and co-development.

Learning Objectives/Key Takeaways:

  1. Cost benefit analysis of each individual strategy.
  2. Guidelines for evaluating appropriate growth opportunities, given resources, timing and ROI requirements.
  3. How to leverage current relationships, capital markets and in house capabilities in pursuit of higher revenues.
  4. Best practices for identifying potential acquisition targets and strategic partnerships.
  5. Buy-Build or borrow decision matrix/checklist.

Member Case Study:

Johnna Grant, CFO Platnium Storeage

CFO Alliance Global Advisory Board Member, Johnna Grant and her team will discuss lessons learned from growing their storage building. They will discuss the challenges of expansion into other states, struggles with manging remote work crews and the ever changing regulatory landscape.
Platinum Storage Group, currently ranked as the 8th Top Operator by the Mini Storage Messenger, is an owner-operator of 50 self-storage facilities nationwide. Established in 1999, by Skip Elefante, a 28 year veteran of the self-storage industry, Platinum delivers turnkey property management solutions to owners and provides solid investment opportunities to its equity partners. At the core of Platinum's culture is Skip's belief that every facility should be operated as if it were his own. It is this principle that has driven Platinum to continually assess and adapt its operations to reduce costs, drive sales, and achieve superior results on a reasonable budget. 


7.15 - 8.00 Networking
8.00 - 8.15 GAB/Nick A Opening Remarks
8.15 - 8.45 CFOA member case study
8:45 - 9.15 Table Discussion
9.15 - 9.45  Group Share - featuring insights from Members and Partners
9:45 - 10.10 RT Summary, key takeaways, next steps and plug for next Roundtable/other CFOA Member Services
10.10 - 11.00 Special Task Force Meeting or meet the team, GAB + CFOA Team Members meet CFOA members for one on one counsel + networking

Related Discussions

This event is part of the CFO Discussion: Growth Strategies Discussion. Join the discussion today and share your voice.

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