CPI Products, Services and Publications

"The greatest change in corporate culture - and the way business is being conducted - may be the accelerated growth of relationships based... on partnership."
Peter F. Drucker

 

Corporate Partnering, A How-To Handbook. A practical 296 page handbook on forming Joint Ventures, Strategic Alliances, and other types of Corporate Partnerings.

  • Includes over 100 partnering examples, how to use 25 basic partnering agreements and 10 basic partnering structures, 7 funding techniques, 8 ways to handle deadlocks, the 5 basic buy/sell structures.
  • The "Deadly Dozen" most dangerous mistakes.
  • How to use a unique tool called a Deal Sheet - a tool that walks you step-by-step through the deal formulation process. You won't find this anywhere else!

Key Partnering Checklists. Checklists for the 11 most common types of partnering agreements with comments.

  • Do quicker, easier, better deals.
  • If you don't ask for it, you won't get it. Learn what to look for and what to ask for!
  • The three fundamental rules for structuring a successful partnering agreement - three key rules that people accidentally violate every day.
  • How to use Deal Sheets.
  • Worth Its Weight in Legal Fees.
    • Checklists for the 7 most common partnering agreements: Marketing and Distribution Agreements, License Agreements, R&D Agreements, Manufacturing/Supply Agreements, Outsourcing Agreements, and Facilities Management Agreements.
    • Checklists for the 4 most common supplementary agreements: Guarantees, Letters of Credit, Proprietary Rights Agreements, and Non-competition Agreements.
    • Includes the CPI Legal Fee Guidelines (including estimated cost/time per task) for the checklisted agreements to help you manage legal costs.

Sahakian's Due Diligence Checklists. A 118 page set of checklists - questions to ask before you buy or partner with a company.

  • The Questions You Should Ask Before You Acquire or Partner With a Company!
  • How to uncover hidden "Gotchas" - Operations, Distribution, Customers, Products, Suppliers.
  • Worth Its Weight in Legal Fees. Includes detailed chapters on different types of assets, customers, employee agreements and benefit plans, environmental issues, foreign operations, legal matters, overlooked information sources, product issues, suppliers, tax issues, and transitional matters relating to the change in ownership.
  • For both experienced professionals and first-time buyers.

Sahakian's Rules. A collection of practical business rules.

  • Success Strategies of Leading Executives - Learn to Handle the Most Difficult Obstacles You Face!
  • A collection of over 240 concise and practical business rules covering 32 critical topics.
  • Learn the proven rules Ray Noorda used to turn a $360,000 company into a billion dollar corporation in less than 10 years, those of Don Rumsfeld who's successfully grown two Fortune 500 companies, General Colin Powell's rules, those of Robert Almblad who's successfully started over 30 companies, Peter Drucker's pricing rules, Sam Walton's 10 Rules for Building a Business.
  • Includes battle tested rules and strategies for taking and defending market share, partnering and joint ventures, bluffing, leading and responding to change, managing people, running a business, and launching new products.

CPI Services

The One Hour Teleconsult. A one hour telephone conference to review the checklists in light of your objectives. Which checklist items are most important to you and why.

We'll Teach You How to Prepare a Deal Sheet. The first draft of a Deal Sheet is the most critical one. Let experienced pros help you create it and use it.

Help You Close Your Transaction.

  • Let us help you bring your transaction from Deal Sheet to early closure.
  • The problems you will face are ones we've solved before. Why subject yourself to the cost, delay and risk of your own on-the-job training?
  • Do it right the first time. Let us mentor you through the process.

Partnering Acquisition Services.

Our Partner Acquisition Program is customized to your specific needs and desires. Here's how we do it:

  1. We first analyze your marketing and partnering potential and propose an initial course of action.
  2. Then we conduct a joint evaluation of your strengths and weaknesses followed by a thorough assessment of your partnering needs.
  3. We prepare a profile of the target partner best suited for your partnering needs.
  4. We formulate a partner identification and procurement campaign.
  5. At this point we begin implementing the campaign. (If applicable, this portion of the program will include a partnering publicity campaign for the purpose of attracting qualified prospects. See the Partnering Publicity Campaign below.)
  6. We do case-by-case assessments of specific prospective partners and partnerings including both strategic and tactical analysis of the likely risks and benefits.
  7. We provide you experienced guidance in negotiating and closing formal specific partnering relationships including guidance on key partnering practices and preparing your first deal sheet.

Each of these is specially tailored to your company and your partnering needs. Early in the process you select which and how many of these services you need.

Partnering Advisory Services.

We help you assess what your true partnering needs are. Partnering may not even be the right solution for you. We help you

Recognize and avoid those partner profiles likely to cause you grief or disappointment.

Avoid common errors when you negotiate your partnering.

Fix or extricate yourself from unprofitable, disadvantageous or troubled partnerings.

Business Guides

The "One Page Strategy Sheet" The "One Page Strategy Sheet" is a single piece of paper that communicates to all the people in an organization the information each person needs to coordinate everyday decisions.

This Business Guide is a to-the-point, instruction manual on how to use techniques such as Michael Porter's Five Forces Analysis, The Discretionary Dollar, The Virtual Dollar, and Value Chain Ratcheting to create a concise one-page business plan. One that every one of your employees can understand and follow.

Designed to incorporate a detailed objective standard against which all business decisions throughout your organization can be judged. 12 pages.

The "Delphi Method" This Business Guide provides a condensed discussion of the use of the "Delphi Method" for strategic planning. The "Delphi Method" is a technique for problem solving and decision making.

It was originally developed during the cold war by the U.S. Intelligence think tank, the RAND Corporation. It was designed for use on complex or ambiguous problems that exceed the capabilities of a single person.

It is especially well suited for strategic business planning in uncertain and fast moving environments. 11 pages

"Customer Partnering - An Executive Guide to Key Practices" Build yourself into your customer's business plan. Find ways to make yourself indispensable. Acquire new customers and defend existing customers from the predation of competitors.

Use Customer Partnering to deliver more value, while protecting and improving your margins. Includes proven methodologies and practices for partnering with your customers. Includes a step-by-step process for building a joint business plan with your customers - reserving a special place for you.

Why customers & suppliers partner with each other, customer partnering vs. other types of partnering, selecting a customer partner, which customers to avoid, developing your plan, developing a joint plan, the "Top to Top" meeting, practical dos and don'ts, customer politics, employee issues, the initial launch, not resting on your laurels, pitfalls and danger areas, making sure you capture your piece of the value you create with your customer, how to get started. 14 pages.

The "Business Applications of Propaganda" Demagogues throughout history have used it. Today those people most successful at marketing and selling use it - to market, sell and otherwise influence decision makers.

Relying on a collection of university research, we focus on the top 15 basic types of propaganda techniques and the decision making flaws which they exploit.

We explain each one and give practical tips on how to apply them in business applications - and how to avoid traps set by others making use of them. 14 pages.

"Shareholder Buy/Sell Agreements - Key Practices & Common Provisions" What Every Business Owner Needs to Know!

It's almost impossible to engage in business today without sharing ownership and control of a corporation with other shareholders. If you engage in any significant amount of partnering you will have to do this with some regularity. It's important that you understand what you're doing when you do.

This Business Guide provides a complete yet condensed explanation of what every shareholder needs to know about sharing ownership and control of a private company! Includes descriptions and uses of all the different types of Buy/Sell provisions in common use including the "Russian Roulette" Buy/Sell, the "Texas Showdown", the "Armenian Handshake" and more. Their disadvantages and advantages.

Also includes Sections on: Managing Shared Control - Key Practices, The Eight Basic Ways to Handle Deadlocks, The Four Basic Types of Business Valuations. 11 pages.

You can order our publications by calling 1-800-948-1700 or you can order them online right now by (Clicking Here).

www.corporate-partnering.com/cpi.htm

Information About CPI Tools, Products and Services
CPI Partnering Tools
Customer Partnering (Guide to Key Practices) || Executive Partnering Kit
Corporate Partnering Handbook, A "How-To" Handbook
(table of contents)
Key Partnering Checklists for the 11 Most Common Partnering Agreements (table of contents)
Shareholder Buy/Sell Agreements || Letters of Intent || Due Diligence Checklists (table of contents)
One Page Strategy Sheet

Order Online || Order by Fax or Mail || Order by Email

Information on How to Partner
The Basics || Alliance Advantages/Disadvantages || Questions and Answers || Partnering Quotations
Dangerous Dozen Mistakes (summary) (full text ) || How to Find a Partner || Partnering With Your Customers

PartneringAgreements.com - Corporate Partnering Institute
CEO-Notes || DueDiligenceChecklist.com || Business Research Links
Mediation and Arbitration Including Sample Provisions
Telephone Consults || Fees || About Us || Testimonials
|| Clients and Customers
heidi@corporate-partnering.com