Ephor Group is a Management Advisory firm that provides Useful Capital and Management Science to create wealth producing enterprises.

Houston TeXchange Curriculum & Event Summary Recaps:


The mission of Houston TeXchange is to provide a relevant resource and knowledge network to enable executives of technology businesses in the creation of wealth and shareholder value by building sustainable business models.

"The Playbook for Success in the New Economy"presented by Terry Peltes, National Managing Partner, Tatum LLC

Wednesday, October 20, 2010 

Business Model Reengineering: The Playbook for Success in the New Economy.


Times Have Changed, Your Business Model and Operating Processes Must as Well To Create Wealth.


Step 1: Identify Where You Are?

Ask yourself: What are the new realities facing our business? What is success?
This economy requires fundamental strategy and business model changes to succeed.

  • 40% of the liquidity in the market is gone.
  • Reliance on traditional “feet on the street” sales models are not supported by institutional investors and are considered “old school”.
  • A Portfolio of “Routes to Market” and “Products” is required in the “New Normal”.

Step 2: Align Your Strategy to the “New Economy” Dynamics.
Don’t do it all on your own! Leverage outside expertise
Requires a holistic approach that encompasses all the components of the business model.

Step 3. Reengineer your Product Offerings and “Go-to Market” Techniques.
Business Models that are dependent on “Feet on the Street” are “Old School.”

  • Will Accelerate Failure and burn precious capital
  • Unaffordable & Institutional Investors will not support
  • Must have a Portfolio of “Routes to Market” :: Alternative Distribution, Channel & Partnering, Direct Sales, Other

Step 4. Optimize Your Business Processes to Align with the “New Economy.”
Focus & Depend More on Processes and less on People.


Step 5. Invest in your Leadership Skills: & your Human Capital.
Success Will Be All About Roles, Goals, Agendas, and Achievement.

  • Have a Workforce Plan & Management Process.
  • Never Accept Mediocrity: Mediocrity is an Enemy!



Email us at ephor [at] ephorgroup.com for the full presentation, recap and speaker notes of any or all of the events to date. .


About the Speaker: Terry Peltes, National Managing Partner Advisory Services at Tatum, a Division of Spherion.


Terry is well known and respected for leading companies through difficult and complex business problems. As a CEO, he has successfully led the exponential growth of several public and privately backed technology centric organizations. During his career as a CEO and Senior Executive, his leadership has generated hundreds of millions of dollars in operating profit and shareholder wealth.  In addition to speaking, writing, and teaching he is frequently sought after as consultant and serves as a Director and Advisor to numerous small to medium size businesses.


Prior to joining Tatum, Peltes was the Executive Chairman of ALN Medical Management, which in 2008 enjoyed a successful exit.  Additional career experiences have included: President and CEO of Aptiv Technology Partners and the CEO of Certus Corporation, a provider of technology enabled business services to middle market hospitals. Early career assignments include Senior Executive and National Brand Manger of Medaphis, and Arthur Anderson. In addition Mr. Peltes is  an Adjunct Professor of Finance at the Daniels College of Business, University of Denver.


Terry is a graduate of Southern Illinois University, an alumnus of the Harvard Business School and the HBS Advanced Management Program, as well as he is a member of the American Institute of Certified Public Accountants, Colorado Society of CPA's, The Turnaround Management Association and Healthcare Financial Management Association. He lives in Denver with his wife and two daughters. 



"Strategy & Growth in 2011" presented by Rob Solomon, CEO & Founder Bulldog Solutions

Thursday, December 02, 2010 (6:00 PM - 8:30 PM).


Have a Strategy, Measure Everything & Use an Integrated Lead Nurturing Approach for Direct Sales, Partners, and Channels.


Companies that use the following marketing best practices generate 5.2X more results.


Step One: Set Revenue Objectives for all personnel, vendors, partners and make marketing directly accountable for sales including consequences for under performance. If you cannot measure it then don’t do it!

Step Two: Think like your customers. Understand and map (develop Buyer Personas and Message Maps) that answer: Why change?, Why now , Why us? Your manta: Be in the mind of the client. Sr. executives have to not only focus on and understand their customers, but must change the businesses mindset from a product centric to a buyer centric approach.


Step Three: Maximize the time the entire team has to sale (not just sales staff). Do lead routing, nurturing and sales support in real-time utilizing tracking scripts and CTAs (call-to-actions) to drive tactical results. Most companies have these capabilities, but simply do not understand how to deploy and utilize them. Contact us for specific how-to instructions.



Getting Started:
For CEO’s the place to start is with the business objectives. Make marketing and account managers accountable through salary, bonuses, and consequences. Growth requires executive commitment to alignment of marketing and sales and nothing drives alignment like consequences.

Email us at ephor [at] ephorgroup.com for the full presentation, recap and speaker notes regarding "Strategies and Growth in 2011."

About the Speaker: Rob Solomon

Rob Solomon is the founder and chief executive officer of Bulldog Solutions. He is an experienced entrepreneur who is passionate about sales and marketing.


Before establishing Bulldog Solutions, Rob was the founder, chairman and CEO of USOL Holdings, Inc. ("USOL"), a publicly traded telecommunications company with offices and operations throughout the United States.


Rob currently serves on several corporate and non-profit boards. He is the founder of the Austin Chapter of Young Entrepreneurs Organization ("YEO") and an active member in the Central Texas Chapter of Young Presidents Organization ("YPO"). Rob also recently graduated from the Birthing of Giants program, a three-year leadership program sponsored by YEO, The Massachusetts Institute of Technology, The Kaufman Foundation and Inc. Magazine. Rob holds a Bachelor of Business Administration from The University of Texas at Austin.



Driving Profitability: Financial & Expense Management Primer for CEOs

March 31st, 2011 @ 6 pm at The Briar Club, 2603 Timmons Lane Houston, TX 77027


The seminar covered the hallmarks of effective financial management, including how to identify the need for a controller or chief financial officer, what to expect from employees in those positions, and what investors require from a company’s business model.


Panelists included:


Jeff Brown is the vice president of the Corum Group, a global company specializing in mergers and acquisitions for the software and information technology industry. Brown has more than 25 years of entrepreneurial and consulting experience focused on building software and business services companies. He specializes in information technology for engineering, scientific and business applications. Prior to joining Corum in 2007, Brown helped form and was president of Severn Trent Worksuite, an FTSE 100 subsidiary (FTSE is a jointly owned by the Financial Times and the London Stock Exchange). He also launched Western Hemisphere operations for Simon Petroleum Technology and was a member of the initial management team at GeoQuest Systems.

Jeff Brown, Corum Group: “Unit Economics is key to so many important aspects of the business: pricing, profitability, gross profit process improvement. Start at the top/revenue and work down.”



Curtis L. Hartman is a senior vice president and managing director for Main Street Capital Corporation, a principal investment firm that provides long-term debt and equity capital to lower middle market companies. Hartman has extensive experience in consulting and management for investment capital companies. He has been a managing director of Main Street Mezzanine Management and Main Street Capital Partners since 2000. Prior to joining Main Street Capital Corporation, Hartman was an investment advisor for Sterling City Capital and was the director of corporate development for United Glass Corporation. Prior to that, he was a manager in the M&A and Transaction Services Group at PricewaterhouseCoopers and worked as a senior auditor at Deloitte & Touche.

“Performing due diligence on yourself is not only one of the best things you can do to prepare your business for the future; it will teach you something invaluable and it will certainly more than pay for itself.” Curtis Hartman, Senior Vice President Main Street Capital Corp.



Jason Ludeke is the managing partner of Pummerin Investments, a Houston-based private equity firm that provides equity capital to small businesses for growth, liquidity or restructuring. Ludeke has more than 10 years of experience in business finance and investing. He specializes in identifying, evaluating, executing and managing investments and acquisitions for both public and private companies. Prior to joining Pummerin, Ludeke served as the director of equities research and trading for Saracen Energy Advisors, where he personally managed a $200 million portfolio of publicly traded energy stocks and most recently represented Saracen as interim CFO of FuelQuest, Inc.

“All businesses require a budget. Growth requires near-real time operational reporting (8 to 12 metrics) and financial reporting (flash reports or a dashboard).” Jason Ludecke, Managing Partner Pummerin Investments.



Garry E. Meier is the founder and chairman of The Ephor Group, a consulting company that works with business-to-business mid-market technology and service providers ranging from entrepreneurs seeking fast growth to emerging enterprises looking to carve out a new niche in their industry. With more than 34 years of experience, Meier is well known as an industry thought leader and speaker on many topics, including strategic effectiveness, outsourcing, industry trends and performance improvement.

“How you plan for the future starts with a model and dashboard that is connected, aligns the business, and provides direction.” Garry E. Meier, Ephor Group Chairman and Founder and TeXchange Houston Chairman.


Download the full recap here: Driving Profitability: Financial and Expense Management Recap for CEOs.





Who should join Houston TeXchange?

C-level executives of technology dependent businesses with a desire to learn, improve their skills, and create wealth.  Members include business executives of technology enabled businesses that range from $1 to $30M in annual revenues along with businesses that are dependent upon technology to execute their business models. 

“The goal of our inaugural year is to create a shared knowledge base among the membership on how to create wealth thru the development and execution of efficient business models,” said Garry E. Meier, Chairman of Ephor Group and Chairman of TeXchange Houston.   “Creating wealth is all about creating the qualities of right: the right strategy, with the right people, with the right model, and the right business process. The TeXchange’s platform provides executives with a forum and the resources to enhance their skills and create wealth thru effective business models.”

To be notified of future events email us at: Houston[at]texchange.org

Contact Houston TeXchange:
Chairman: Garry E. Meier

institutional investors | latin america services | site map | print site

Ephor Group is an operating partner for entrepreneurs and investors.

All Rights Reserved. Copyright © 2016 Ephor Group, LLC.  

W3C Validated