To: Mr. Alec Smith
From: Mr. Calvin Yu
Date: 1/6/2013
Re: BLSC Executive Summary

Upon analyzing the current state of BLSC, I have prepared recommendations that will benefit and grow market share and revenue for your business. My analysis below will provide an effective strategic and tactical roadmap that will address your marketing needs for the upcoming year. I will specifically cover off on your firms’ opportunities toward consumers, processes, programs, and performance. Your recent acquisitions of BOATS, PICO, and MoneyMaker have been the right decision to diversify and extend your business from BIEGO. Thus, you will have increased your market share and gained new consumers that will generate additional value and revenue to your business. However, it is important that you prioritize business expansions and changes based on your overall goals. I believe that your overall goals should include: modernization, efficiency, growth, and synergy.

With increased market share and control over your businesses, you have the opportunity to build custom marketing programs and packages that will combine and build bridges between your services, thus making them streamlined and efficient. For example, PICO and MoneyMaker can team up their services to provide insurance, banking services, and property loans that will build upon a full service financial institution. There will then be a central form of banking and property management for Brightland residents. Per your company statements, both PICO and MoneyMaker are receiving “intense” competition from the national banks. By combining services and promoting a community centric marketing voice, you can build a financial service firm that saves residents from dividing their records and promotes their resistance to change with the ease of your services. The threat of large businesses will always exist in the market