Strategic Alignment Name(Required) Name Financial GoalsFinancial Goal of owning THB: Originally it was to finish out Harmony, now we see the benefits of vertical integration. THB Financial Ownership Goals (drag to re-arrange):Build value in the business so that in the future it could be soldSignificant passive income to fund lifestyleCreate enough financial strength to fund land purchasesVertical integration to maximize profitHow concerned are you about the THB credit line being maxed out will affect the ability for other development projects to get funded.Haven't really thought about itNot a concernImportantIt keeps me up at nightHow Important is tax strategy planningHaven't really thought about itNot a concernImportantVery ImportantMeaning you will be making very strong profit, how will you manage the tax implications (i.e. how will you allocate some of the cost of Kyle, Angela and Brenda as an expense for THB to offset profit)Management & OperationsManagment Style explanation *Active hands-on: likes knowing lot of details about where the homes are in production, likes giving ideas *Passive ownership: wants to let the team do their job, and when they have thoughts, questions or observations would like the team to thoughtfully consider the request, then accommodate requests when feasible and be solution-minded when they can’t accommodatePreferred Management StyleHands-On ActivePassive OwnershipOutput GoalBecome semi-production builder with up to 100 houses per year being builtAllowing the operations team to do what they want which seems to be build 30 homes per yearOtherPRIORITY: From time to time, goals will come in conflict. When that happens one priority must come higher than the others. If a scenario presented itself that brought sales, profit and operational efficiency into conflict and you HAD to rank them, what order would you put them in.THB Priority (drag to re-arrange):Maximize profitabilityBe the most efficient builderMaximize SalesHow important are systems to ensure owners are protected from unnecessary liabilityHaven't really thought about itNot a concernI trust the ops teamImportantVery ImportantWants to put their mark on the business: while it’s understood that the business was working, wants to feel proud of the work being produced and be able to offer suggestions so it feels like their business, not just an assetHow important is it to "put your mark" on the business.Not interestedNot really a considerationNeutralImportant to meIt bothers me if something isn't right
