Cambridge Strategy Group

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Marketing Strategy Business Plan

Management Summary

The company is organized as a manager-managed Limited Liability Company. Initially, we will have three members with equal equity stakes in the company making all voting decisions. An executive director who is one of the managers will be identified to run meetings and provide some form of order to ongoing discussions. Additionally, we will hire consultants as needed to help our clients. Consultants will be paid on a per-deliverable basis.

6.1 Organizational Structure

The structure of the company is defined below. Only managers have voting rights in the company while all members are given equity stakes. Consultants have neither an equity stake nor voting rights. They are compensated for the work they perform on behalf of the firm.

  • Executive director managers;
  • Managing director (2);
  • Members;
  • Principal consultants;
  • Managing consultants;
  • Senior consultants;
  • Non-managers;
  • Consultants.

6.2 Management Team

The CSG management team brings a broad range of industry experience and training from both energetic small firms and experienced industry leaders.

John B. Gordon, Executive Director. John has worked in marketing, business development, and corporate strategy for a number of small and large firms, including EMC Corporation, IBM Corporation, and Larscom, Incorporated. John's participation on the North Carolina Council for Entrepreneurial Development plus his experience providing consulting services to small businesses catalyzed the formation of the Cambridge Strategy Group, L.L.C. John also functions as the VP of marketing, and serves on the board of directors for the Frame Relay Forum, a high-tech industry organization whose members include Cisco Systems, AT&T, Nortel Networks and many other industry leaders. John is a magna cum laude graduate from the University of Notre Dame and holds a BA degree in Philosophy and Computer Applications.

Todd D. Kuczaj, Managing Director. Todd has worked in Internet consulting, Web design/development, financial services, and media publications for a variety of companies, including a Big Five consulting firm, Integrated Information Systems, SunAmerica Securities, and the Foothills Sentinel. Todd currently functions as an experienced analyst for a Big Five firm, working with Fortune 100 and Fortune e-50 firms to solve their business and technology issues. Todd's broad range of experiences, from designing Web solutions to composing front-page articles for a local Phoenix newspaper, allows Cambridge Strategy Group, L.L.C. to interface with a wide client base and offer a broad range of solutions. He holds a Bachelor of Arts degree from the University of Notre Dame and a Master of Science in Information Management from Arizona State University.

Ben S. Cordell, Managing Director. Ben has worked in business development, account management, systems engineering, marketing, and product development positions at LifeServ and ONE Co. (formerly DC Systems). He currently functions as a corporate strategy specialist at LifeServ, discovering and developing merger, acquisition and strategic partnership opportunities. Ben's diversity of experience and interest are leveraged in guiding the Cambridge Strategy Group and its clients to success. He holds a Bachelor of Finance and Computer Applications degree with honors from the University of Notre Dame.

6.3 Personnel Plan

ADVISORY BOARD
The Cambridge Strategy Group may create an advisory board to bring insight into new areas including consulting management, finance and accounting, venture capital, and local media. The Founders of CSG have a number of contacts that could certainly provide useful guidance in our future operations. We will determine the value and compensation for the advisory board in future discussions.

MANAGEMENT COMPENSATION
Managers will be compensated on the profit of the firm based on equity percentages. Consultants will be paid according to the deliverables that they create. Currently, manager equity is divided as follows:

Manager Equity Stake
John Gordon, Executive Director 33 1/3%
Ben Cordell, Managing Director 33 1/3%
Todd Kuczaj, Managing Director 33 1/3%

Personnel Plan
Year 1 Year 2 Year 3
John Gordon $30,000 $30,000 $50,000
Todd Kuczaj $30,000 $30,000 $50,000
Ben Cordell $30,000 $30,000 $50,000
Office Manager $0 $30,000 $35,000
Other Consultants $0 $0 $75,000
Total People 3 4 6
Total Payroll $90,000 $120,000 $260,000