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CONSULTING CONTENT AND METHODOLOGIES TRANSFERRED TO PRINCIPA IN SETTLEMENT AGREEMENT

These consulting tools, along with the Accountants' BootCamp methodologies represent 40 man-years of development and have been successfully used by thousands of firms around the world. We are now delighted to now integrate them into the Principa Alliance offering.

Importantly, we can now also offer Alliance membership and implementation support to firms who have previously invested in these systems and wish to continue to receive implementation support and coaching in the application and delivery of them.

Contact us today to learn how you can become a member of the Principa Alliance and access these world class consulting systems and methodologies.

Get the Full Story - Read the settlement agreement excerpt relating to the IP transfer.

Please click on the links below for more details on each of these systems.

Ongoing Results Consulting and Practice Development System

ONGOING RESULTS CONSULTING SYSTEM AND GUIDES (v1.0, v1.1 + v2000) including, but not limited to:

  • GUIDE 1 – THE PRACTICE DEVELOPMENT SYSTEM
    • A step-by-step guide and supporting resources to help you identify prospects and develop a consulting division within your firm, including:
      • 3 yr Consulting Business Planning template (.xls) + Users Guide
      • Finding the Numbers & Benchmarking Your Firm
      • Preparing For Your Firm Planning Session/Partners Retreat
      • Your Firm Planning Session/Partners Retreat
      • Creating a Business Development Unit in Your Firm
      • Building a Shared Vision for your Firm
      • Systemizing Your Firm
      • Categorizing Your Clients
      • Identifying Clients For Your Business Development Unit
      • Starting to Work With Your Clients
      • Working on Your Client Service Strategy (including Client Advisory Board protocols)

  • GUIDE 2 – THE CLIENT CONSULTING SYSTEM
    • A step-by-step guide and supporting resources to help you implement client consulting engagements, including:
      • 'The Business Clients 7 Needs' checklist + consulting system
      • Business Development Assessment Questionnaire
      • Business Development Questionnaire (BDQ) (a detailed questionnaire to identify potential consulting opportunities in your clients business).
      • How to analyze the Business Development Questionnaire guide
      • BDQ Analysis + Report Spreadsheet
      • Setting Up the Initial Consultation with Your Prospects
      • Preparing For Your Initial Consultation (Journey to Results Meeting)
      • The Initial Consultation (including First Steps Video program)
      • Preparing for The Strategic Planning Session
      • Conducting the Strategic Planning Session (+ Planning Session Audio Tapes)
      • Building a Shared Vision
      • Developing the Business Model
      • Identifying System Failure Points and Systems
      • Developing Performance Standards
      • Identifying Key Processes
      • Creating an Operating Plan
      • Developing the Financial Plan
      • Strategic Marketing
      • Implementing KPIs and Performance Measurement
      • Working With Your Clients – Ongoing Business Development/Consulting (including Team Advisory Board protocols)

  • GUIDE 3 - THE BUSINESS DEVELOPMENT PROGRAM
    • A step-by-step guide and supporting resources to take you through a 24 month business improvement consulting engagement, including:
      • Introduction
      • Monthly Management Meeting Agenda
      • KPI worksheets
      • The Business Development Program
      • The Business Development Questionnaire
      • Minutes and Action Plan
      • Resources and Correspondence

  • GUIDE 4 – THE MANAGEMENT CONTROL PLAN + RESOURCES
    • A guide detailing the agenda and format of suggested monthly management control meetings.

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The Accountants' BootCamp™

THE ACCOUNTANTS' BOOTCAMP™

  • The Accountant's BootCamp – all trademarks, methodologies previews, seminar and marketing materials, including, but not limited to:
    • The Four Ways to Grow A Business
    • The 18 Great Leverage Points
    • The Practice Profit Equation + Improving Practice Profitability
    • The Strategic Grid
    • A Business Model for a Consulting Firm
    • Client Analysis and Client Selection
    • Leadership, Structure and Standards
    • Process and Systems Primer
    • Systemizing and Productizing
    • Communicating Effectively
    • The Seven Dynamics of Change and the Eight Steps to Transformation
  • The Accountant's Boot Camp on Audio
  • Turning Your Practice Into a Great Team video program
  • Practice Development Questionnaire + Analysis docs
  • The Manifesto – The Values That Shape Us
  • Anti-FTI (Failure to Implement) Survival Guide/Implementation Guide

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Video and Audio Based Training Programs/Workshops

TOWARDS AWESOME SERVICE VIDEO TRAINING SYSTEM

  • Video based customer service/performance standards training program
  • Video, Users Guide, Participants Guide, support and marketing materials

PHONE RIGHT VIDEO TRAINING SYSTEM

  • Video based customer service/sales conversion training program
  • Video, Users Guide, Participants Guide, support and marketing materials

BUILDING A BETTER BUSINESS VIDEO TRAINING SYSTEM

  • Video based business improvement basics training program
  • Video, Users Guide, Participants Guide, support and marketing materials

ADVANCED FINANCIAL MANAGEMENT TRAINING SYSTEM

  • Workshop based financial management training program
  • Audio recording of a live workshop, Users Guide, Participants Guide, PPT Presentation
  • How To Improve The Profitability Of Your Business booklet

STRATEGIC PLANNING SESSION AUDIO TRAINING PROGRAM

  • Strategic Planning Session System + Audio recording of a live Planning Session

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Seminar Based Training Programs/Workshops

7 STEPS TO A BETTER BUSINESS SEMINAR SYSTEM

  • Seminar based Consulting/Business Development lead generation program
  • Marketing system, Users Guide, Participants Guide, PPT Presentation

BUILDING A BRILLIANT PRACTICE (TEAM TRAINING) SEMINAR + MARKETING SYSTEM

  • Seminar based team building training program
  • Marketing system, Users Guide, Participants Guide, PPT Presentation

BUILDING A SHARED VISION

  • Article, Questionnaire, PowerPoint presentation

WRITE RIGHT

  • Write Right User Guide, PPT Presentation

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Mastering Consulting Seminars and Training Sessions

CONSULTING PROGRAM IMPLEMENTATION SUPPORT MATERIALS

  • Self Guided Implementation materials
  • 26 Week Implementation Support Materials – Conf Calls, Handouts, PPT presentations

ABDC CONFERENCE + ACTIVITY BASED COSTING SEMINAR MATERIALS

  • Seminar based consulting training program focusing on Activity Based Costing and Performance Measurement.
  • Session notes, case studies, ppt slides.

RESULTS REVISITED SEMINAR MATERIALS

  • Seminar based consulting training program
  • PPT Presentation, Session notes

ALL ARTICLES AND PUBLICATIONS AUTHORED BY RIC PAYNE

ORIGINAL CONSULTING GUIDE AUTHORED BY RIC PAYNE

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Software and Practice Analysis Applications

ONTARGET SOFTWARE

  • Initial Questionnaire
  • User Guide

EXCEL YOUR PRACTICE SOFTWARE

  • Initial Questionnaire
  • User Guide

The Relevant Sections Dealing with the Transfer of Content to Principa and Payne.

Upon execution of this Agreement, RAN ONE and McKerlie shall assign and transfer to Principa any and all rights, interest and title in and to that intellectual property listed on Exhibit A ("RAS IP"). RAN ONE and McKerlie further agree to execute any and all documents and take any and all actions reasonably requested by Principa or Payne to transfer, confirm and record the ownership rights granted in this Agreement, including without limitation, execution and delivery of all applications, assignments, licenses and other transfers of intellectual property rights.

The Parties agree and acknowledge that Principa or Payne shall be the sole and exclusive owner of the Prior Principa IP and the RAS IP, and that Principa and Payne may use, employ, practice, copy, distribute, modify, create derivative works, publish, disseminate, market or otherwise exploit, directly or indirectly (collectively referred to as "Exploit" or "Exploitation") the Prior Principa IP and the RAS IP in any manner whatsoever without obligation, accounting or liability to RAN ONE or McKerlie.

Except to the extent necessary to satisfy the obligations of RAN ONE and McKerlie to support the RAS IP as described below, neither RAN ONE nor McKerlie shall have any right to exploit the RAS IP without the prior written consent of Principa or Payne, which consent may be withheld in the sole and absolute discretion of either Principa or Payne.

Upon execution of this Agreement, RAN ONE shall provide to Principa the original digital masters on all RAS IP, as well as copies of any and all other documents and materials relating to the RAS IP, including all relevant source code and passwords, that RAN ONE can locate following a reasonably thorough diligent search.

Payne, Principa or any entity controlled by Payne or Principa shall have the right to create original intellectual property or intellectual property that is based upon or derived from the Prior Principa IP or the RAS IP (collectively "Principa New Works") for any purpose or use whatsoever without obligation, accounting or liability to RAN ONE or McKerlie.

The Parties agree that Payne, Principa or any entity controlled by Payne or Principa may Exploit the Prior Principa IP, RAS IP and Principa New Works in any business field or market in any geographic location, via any media, including but not limited to Internet publication, and that such Exploitation shall not constitute an infringement or violation of the rights of RAN ONE or McKerlie.

The Parties agree and acknowledge that no license or any other right not expressly granted herein regarding the Prior Principa IP, RAS IP or Principa New Works is intended to be created or granted by this Agreement. All rights not expressly granted are hereby reserved to the respective sole and exclusive owner of the intellectual property at issue.

Content Overlap and Continuing Support

Notwithstanding the provisions of Paragraphs above, to the extent that any overlap in content exists between the Client Advisory Board and User Guide and the Team Advisory Boards on the one hand, and the Ongoing Results Guides on the other hand, RAN ONE and Principa shall each have access to and be permitted to use the overlapping content without violating one another's exclusive rights thereto.

Further, notwithstanding the provisions of [this agreement] while RAN ONE is prohibited from Exploiting any or all of the RAS IP after execution of this Agreement, RAN ONE may continue to provide support to its existing clients who have purchased or licensed any of the RAS IP assets and who have chosen to continue to use such assets. RAN ONE will not separately charge any such client for any such support.

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