JOIN the NETWORK - Professional Services Firms

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As a member of CAN, you have access to the CAPITAL, PEOPLE & KNOWLEDGE of the premier NETWORK of entrepreneurial companies and professional services firms in Southern California.

Your annual membership dues provide you the following benefits and services:

Dedicated Advocate: A director will be assigned as your primary advocate in CAN and is your main point contact and connection to the resources and relationships in the NETWORK.

On Call Consultants: Access to diagnostic consultations with CAN Directors who have subject matter expertise in a variety of areas of business.

Continuing Education: Attend Executive Briefings the UCAN Learning Institute offers from time to time. In-house private briefings for you and your key managers are also available.

You also have the option of being a presenter at an Executive Briefing as a subject matter expert. There is an additional cost associated with being a presenter at a briefing.

Peer Group Forums: Access to the collective experience, advice and wisdom of the NETWORK Directors, clients, members, and resources through communication tools the NETWORK will make available.

Capital Find Projects: A waiver of the up-front fees for debt or equity capital raising projects with one of the Directors in the CAN Capital Resource Group.

Resource Connections: Business Connections Service to NETWORK resources in:

Accounting Banking Consulting

Human Resources Insurance Legal

Marketing Technology Wealth Managment

Networking Opportunities: Invitations to participate in certain business and social networking events as they occur or become available.

Promotion: Market your company to the other members of CAN as well as the general business community with a listing on the CLIENT ADVOCATE NETWORK website and from time to time in the CAN Connections Newsletter.

Business Generation: Hands-on, proactive or active business development by select NETWORK directors. (Please refer to Marketing & Business Development Matrix)

To be considered as a preferred Partner member in the NETWORK, you must be like minded, values driven, and client centric professional who:

• Knows your ideal clients
• Can prove your core competencies
• Can articulate your value proposition
• Share the NETWORK’s ideals of:
• Honesty, Integrity, Trustworthiness
• Service Above Self and
• Competency
• Committed to, Understands, and Cares for their clients

To apply as a service provider member of the NETWORK, complete the on-line application below. If you have questions about membership, please contact Info@ClientAdvocateNetwork.com

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PROFESSIONAL SERVICE FIRM INFORMATION SHEET

Firm Name *:
Primary Contact *:
Address*:
Phone*:
Fax:
Cell:
Email*:
Website:
Professional service space (choose the ONE that best describes your firm’s services):
Accounting / Taxation   Investments  Banking / Financing   Organizational Development  Employee Benefits   Operational Management  Financial Services   Personal or Professional Development  HR / Human Capital   Technology (software applications)  Insurance  Technology (systems infrastructure)  Legal   Other:
Number of Partners / Principals / Managers*:
Number of Professionals / Employees*:
Business established in (year)*:

What do you think is your competitive advantage or unique value proposition over the other solutions providers in your space or market?

Please identify your "IDEAL" CLIENTS utilizing the following categories.

Industry (choose no more than FIVE) *:

Accounting  Engineering / Architectural  Restaurants  Agriculture  Healthcare  Retail  Aerospace  Insurance  Service  Automotive  Law firms  Software Development  Banking / Finance  Manufacturing  Staffing  Biotech / Biomed  Not-for-Profits  Technology Services  Construction  Pharmaceutical  Wholesale / Distribution  Food Service  Real Estate  Government  Other:

Revenue (choose no more than TWO) *:

Pre-revenue $10MM - $50MM  $1MM - $5MM $50MM - $100MM  $5MM - $10MM  $100MM plus

Stage of Business (choose no more than TWO) *:

Start-up / early High growth  Slow growth / steady growth Declining growth  Moderate / steady growth Turnaround / BK

Employees (choose no more than TWO) *:

1 – 25 25 – 50  50 – 100 100 – 500  500 – 1,000 1,000 – plus

Please articulate your firm’s top 3 CORE COMPETENCIES.  What is the service, what is the tangible value it provides, and to whom is it best suited (please be very specific):

#1 Core Service *

#2 Core Service *

#3 Core Service *

Only the information above will be posted onto the website.  The following questions are intended to give the Directors of the CLIENT ADVOCATE NETWORK a better understanding as to how we might be able to add value to our relationship with you.

What has historically been the best source of new business for you or your firm? *

How many clients do you currently serve? *:
What is your present client retention rate? *:
What is your current client satisfaction rating? *:
How many new clients do you typically add each year? *:

What are the most important matters that you currently face? *

What are the long term issues you need to be address? *

* required fields

Privacy Statement:  Client Advocate Network values your trust and strives to keep your confidence.  We will safeguard your information and not share it with anyone unless you specifically direct us to do so.