Jack Alexander & Associates, LLC

• Before You Tie a Bow on Next Year's Plan
  This paper addresses the effectiveness of the annual planning process. Its objective is to provoke a thought or two that may lead to improvements in planning within your organization by asking several key questions.(3 pages).

• Common M&A Metrics Contribute to Overpaying
  This paper discusses the variety of valuation methods and metrics used in evaluating acquisitions and how misapplication of two of the commonly used methods contribute to overpaying (2 pages).

• Expand View of "Business Model" to Drive Value
  This paper discusses how expanding your view of the traditional Business Model to include measures of invested capital and growth can lead to improved financial performance (1 page).

• Be Careful What You Measure
  This paper discusses the importance of designing a performance measurement system which focuses managers and employees on achieving key objectives and driving long-term value (1 page).

• When Growth Companies Don't
  This paper discusses the challenges managers face when their company approaches the top of the growth curve and looks at options in the context of long-term value creation (2 pages).

Praise for Performance Dashboards and Analysis for Value Creation

“Beyond academic theory, I have witnessed firsthand Alexander’s framework-driven concepts improve firm profitability and value.  This is a required read for shareholder-friendly executives.”

—William W. Benton, CFA, Investment Analyst, William Blair & Company, LLC
“Drawing on his rich and varied experience as CFO, business consultant, and professor of financial management, Jack Alexander offers a practical approach to effective performance management in any company. This clear and concise reference is a must-read for anyone trying to understand and leverage the true drivers of shareholder value.”

—Earl T. Kivett, retired partner and director emeritus, Bain & Company, Inc.

“Creating long-term shareholder value is the fundamental responsibility of the chief executive and their leadership team. The Value Performance Framework developed in this book provides a useful tool for decision-making. I recommend it for anyone concerned with long-term shareholder value.”

—Rick Wallace, Chief Executive Officer, KLA-Tencor

“A great ‘how-to’ book! Alexander uses his knowledge and experience as CFO, consultant, and finance professor to connect the dots between financial performance and value.”

—Jennifer Bethel, Associate Professor, Babson College

“Performance Dashboards and Analysis for Value Creation offers a practical approach to finance with solid tools to help improve business performance. This framework connects the dots between theory and practice, finance and business performance. The analytical models and dashboards provide effective and usable tools to measure performance, drive value, and evaluate acquisitions.” —Dan Heaney, CFO, Public Consulting Group, Inc.

            "While value creation is its underlying premise, this book covers a wide range of key concepts in finance-so much so that it could be used as a sort of textbook. Indeed, the treatment is text-like, with straightforward prose and charts and tables liberally sprinkled throughout. 
            Author Alexander is president of a consulting firm focused on improving shareholder value, and he doesn’t leave many stones unturned. A partial list of subjects includes: key valuation concepts, linking performance and value, revenue growth and pricing strength, capital effectiveness, cost of capital and the economics of mergers and acquisitions. For financial executives looking to bone up on specific subjects or get a better feel for the value creation process, this would be a good book to have."