Ric Franzi

As a Business Partner with Renaissance Executive Forums, we help Orange County's leading technology, healthcare, construction, manufacturing, and professional services executives align their vision, strategy, and execution through collective intelligence, just like we did for a recent member.
 
This business founder wanted to exit the business. However, he and his key executive did not have a management team capable of making decisions or running the business.
 
They recognized the company depended on them for all decision-making. They needed to know how to change that culture despite previous failed attempts.
 
Through insights and advice from the group, they came to realizations that led to significant breakthroughs, including:
 
・Enrolling the founder and his partner in separate peer groups
・Developing a strategic planning process
・Identifying manager interdependencies and leadership capabilities
・Developing models for hiring, marketing, finances, managing inventory, and developing employees
・Mapping out an effective exit plan with post-exit responsibilities
・Selling the business to the employees through an ESOP
・Creating a company board of directors
・Preparing the partner to become the president
・Recruiting two additional outside directors for the board
 
As a result, the founder could:
 
・Fully cash out six years after starting the sale process
・Give the new president a growth plan to double revenue within five years
・Leave behind a profitable and growing business capable of exploring new geographic markets
 
If you're ready to:
 
・Improve company profitability, sales, and productivity
・Develop more precise performance benchmarks, and
・Obtain new knowledge you can't get anywhere else
 
Let's talk and see if you're a good fit for our Executive Forum.
 
https://richardfranzi.as.me/ExecForumsintroductions

CASE STUDY: How To Execute A Successful Exit Strategy Despite A Pandemic

As a Business Partner with Renaissance Executive Forums, we help Orange County's leading technology, construction, manufacturing, and professional services executives align their vision, strategy, and execution through collective peer intelligence, as we did for our recent member.
 
As the founder of her growing company, she worked 16-hour days, 6-7 days a week, and became a slave to the business.
 
She rarely had time for her children, and the toll of responsibilities prevented her from growing further.
 
Through our group's insights, advice, and accountability, she came to realizations that led to significant breakthroughs, including:
 
・How her behavior contributed to the situation
・The need to fire her #2 employee
・Buffering herself from her operational business needs
・Identifying the qualities necessary for new direct reports
・Building a new management team
・Letting go of being the "firefighter"
・Setting concrete 3-5 year goals
・Mapping out the evolution to allow desired growth
・Financially modeling the financial requirements to support desired growth
 
By prioritizing her essential strategic goals, implementing those ideas, and setting deadlines, within less than two years, she was able to:
 
・Double her clients
・Limit her work days to 8 hours with free weekends
・Take a 2-week work-free vacation with her family for the first time
・Buy a vacation home and plan to spend regular family time there.
・Significantly lower her stress levels and improve her health.
 
If you're ready to:
 
・Improve company profitability, sales, and productivity
・Develop more precise performance benchmarks, and
・Obtain new knowledge you can't get anywhere else
 
Let's talk and see if you're a good fit for our Executive Forum.
 
https://richardfranzi.as.me/ExecForumsintroductions

CASE STUDY:  How To Go From 16-Hour Days To 2-Week Vacations 

Since 2007 I have dedicated my career to creating a safe place for business executives to work on their businesses. 

"Experience is the best teacher, but some business lessons are best learned vicariously through the experiences of your peer business owners."  

I am the Orange County Business Partner for Renaissance Executive Forums, an international CEO organization with over 2,500 members.

I know that it is lonely at the top, having served as President and for a global, 700-person engineering and manufacturing firm for five years.

For business owners and executives who are leading companies with 5 to 250 employees, I stimulate original thinking to support their critical decisions. I chair CEO Peer Groups for Orange County-based firms.

The peer groups I chair provide a safe place where members can learn from each other, share their experiences, and ultimately improve the performance of their firms over the long term.

My members create a unique environment where they trust each other to provide honest and unbiased feedback for their most pressing issues and opportunities. 

Many times the process simply ensures my members are moving in the right direction eliminating the trial and error approach so common in today's ever-changing business world.

The peer group helps to illuminate and magnify possible new ideas and approaches to the business challenges CEOs and business owners face every day.

Finally, over time membership in a Renaissance Executive Forums CEO Peer Group guides members to develop a deeper self-awareness enabling them to release the true potential of their firm and live impactful lives.

Business Partner-Orange County

I am the author of 3 books written for executives of small companies. My original book was the first ever written on the sustainable value of CEO Peer Groups®.  My second book explores the importance of a CEO's mindset. My latest book looks at how unintended consequences can damage a leader's effectiveness and a firm's performance.

Business Author

A nationally recognized keynote speaker and workshop facilitator.   

Here is what clients say about him:
"Richard was a keynote speaker at our industry's 2017 CEO Retreat. He also facilitated a peer-learning workshop for this group of 200+ CEOs. He fostered a safe environment for the participants to share their experiences and to learn from each other. Richard's keynote was his “Killing Cats Leads to Rats” presentation, based on his 3rd book. He was well-received, and the participants appreciated his humor and approach to facilitating peer learning."-David Jennings, Vice President of Education, Community Associations Institute.

I speak to audiences of CEOs and business executives who are leading middle market firms on concepts relating to peer learning for business executives.

I bring ideas and concepts to executive and management teams that will improve their performance.  I present my concepts in a fast-paced, fun manner to engage the audience to learn the concepts and retain them.

Keynote Speaker ∙ Workshop Facilitator

Critical Mass Business Talk Show

Critical Mass Business Talk Show has a deep and rich catalog of interviews in our archives. To listen to past Critical Mass Business Talk Show interviews, visit podcast.criticalmassforbusiness.com or youtube.com/richardfranzi

Business Talk Show Host

Dekra-Lite Industries, Inc.

Located in the heart of Orange County, Dekra-Lite has been a leader in commercial Christmas Decorating since 1987. Bringing a fresh and innovative approach to holiday decorating, we are the premier decorator for hundreds of commercial properties, amusement parks and cities across the country. As experts in commercial Christmas decorating, our staff is able to assist in every aspect of transforming your property for the holidays, from design to installation. In addition to carrying a wide array of dazzling products to choose from, we also fabricate custom decor pieces. This enables us to fulfill every one of our clients’ specific needs, making their vision come to life. Years of experience paired with extensive industry knowledge makes Dekra-Lite the ideal choice for your property, no matter how large or small.

Chairman Board Of Directors-ESOP

Cal Pac Sheet Metal, Inc.

OC Metals is committed to being a single source for specialty contractors and the building industry for Custom and Standard Architectural Metals, Metal Roofing, Rain Gutter Carrying, Waterproofing and products and accessories associated. We offer and stock a comprehensive line of products in addition to custom fabricating to project specifications. Tools, fasteners, and sealants are required for every job and we don't want our customers driving around spending time and money looking for these specific accessories. OC Metals has listened to what our customers consider the best manufacturers who deliver the best products and we stock our shelves with these accessory lines and pass the savings on to our customers. When it comes to custom fabrication we strive for accuracy with a quick turnaround. Our promise is Value and Service. We want to be part of your team, offering you that competitive advantage needed in today's market place.

Member Of The Board Of Advisors

The Value Builder System™

I lead CEO Peer Groups made up of business owners who are running companies with 5 to 250 employees who are focused on improving the value of their business by applying the concepts within the The Value Builder System.  

This system is a scientific methodology proven to increase the value of a business.

After analyzing over 40,000 businesses, the average Value Builder Score is 59 out of 100. If you look at the acquisition offers these businesses have received, the average offer is 3.5 times pretax profit.

The Value Builder users who have improved their score to 90 or greater-by following the system- are receiving offers of 7.1 times pretax profit on average.

Advisor

Forbes Coaches Council

As a former member of the council, I submitted thought leadership articles and short tips on industry related topics for publication on Forbes.com

My focus was on understanding how unintended consequences arise from strategic business decisions made by CEOs and executive teams.  I also be explored how best to avoid, reduce or mitigate the negative effects of unintended consequences on business performance and employee morale.

Columnist

Aptiv (Formerly Delphi Connection Systems)

Grew top line revenue by $20 million (40%) while implementing process improvements through Lean Initiative, Six Sigma on other tools, redesigned our business model by converting to a Business Line Profit and Loss Structure with 4 Business Units, led the creation, adoption and execution of a 5-year vision that drove our entry into new markets while expanding our global customer base and market penetration.
 
Each of these steps were required to unleash the firm's true potential for growth and financial performance. 

Full P&L responsibility.  Led a global team of 15 direct reports and 700 employees.

Top executive with oversight of all engineering, finance, manufacturing/operations, quality, sales, marketing, human resources and IT functions.

President

Hired to build new sales channels and revitalize the company's position in existing markets.  Expanded markets to encompass: medical devices, military, industrial controls, computer products and automotive interconnects.

Executive Vice President for Global Sales

Clearview Networks

Early stage, VC funded start-up internet video technology firm.  Senior Sales and Marketing Executive responsible for building the marketing and sales strategy for leading-edge Internet video/audio monitoring technology to attract clients, investors, media and prepare the firm for a future IPO.

Executive Vice President Sales Marketing

Lantronix, Inc.

Senior Sales Executive responsible for developing systems and procedures to enable this privately owned firm to conduct an IPO.  

Recruited to fill the position from existing employer specifically for my demonstrated skills in building professional sales teams and my experience working for publicly traded corporations.

Vice President of Global Sales

☎ TEXT Me: 949-887-4104 | ✉ rfranzi@ref.global | 🌐ricfranzi.com | Complete my Executive Empowerment Quiz and receive a FREE copy of my book "Critical Mass: The 10 Explosive Powers of CEO Peer Groups". The book shows you how to unlock your company's true potential and value, overcome common threats in today's business climate, and propel you and your organization to the next level! 🎁 

https://bit.ly/3NWGthw

ʜᴀʀɴᴇꜱꜱ ᴛʜᴇ ᴘᴏᴡᴇʀ ᴏꜰ ᴄᴏʟʟᴇᴄᴛɪᴠᴇ ɪɴᴛᴇʟʟɪɢᴇɴᴄᴇ -- ᴛʜᴇ ꜱᴇᴄʀᴇᴛ ᴡᴇᴀᴘᴏɴ ꜰᴏʀ ꜱᴜᴄᴄᴇꜱꜱꜰᴜʟ ᴄᴇᴏ’ꜱ, ᴘʀᴇꜱɪᴅᴇɴᴛꜱ ᴀɴᴅ ʙᴜꜱɪɴᴇꜱꜱ ᴏᴡɴᴇʀꜱ

You probably already know that your whole company is greater than the sum of its departments.

As your organization's leader, it's your job to ensure that every department performs as well as possible.

However, your organization will face challenging events and decisions as it develops and moves forward. You will need to know more regarding the following: 

⚠️ Emerging technologies,
⚠️ Rapidly evolving regulations and social responsibilities,
⚠️ Agile competitors continually test your adaptation ability.

Most of us must improve our ability to identify gaps in our knowledge and sometimes feel isolated or unsure regarding new tasks and challenges. 

My name is Ric Franzi. I'm a happy husband, father, international keynote speaker, Amazon best-selling author, and the host of Orange County's longest-running business talk show.

As the president of a global manufacturing firm, I know that being a CEO can be stressful, and there is a need to understand that the decisions you make are optimal. 

Nobody is an island. We all need others to help us with decision-making. 
I have found a group of people who understand that situation and help with valuable insights and advice when making informed decisions. They have enabled me to grow my company's revenue by 40%.  

In 2007 I left my corporate job to lead local private peer groups and help others use this compelling process.

I am now a nationally recognized thought leader on the power of collective intelligence and a Business Partner with Renaissance Executive Forums. I help OC business leaders discover their ability to make lasting positive changes in their lives and organizations.

Through this process, I want to help you and make you feel like a leader. 

👉 Please be my guest and discover how collective intelligence helps solve problems to keep your company ahead of the curve and allows you to get a good night's sleep.

LevelUp Stays

We guarantee we’ll double your income within 90 days – that’s how confident we are in our ability to:

-​Curate an unforgettable guest experience
-​Build a seamless and effective maintenance system
-​Boost your property’s visibility and value

We guarantee your short term rental's performance. Attached is a case study where we took this home that paid the owner $41,000 last year and now has over $120k booked this year. 

We're a premier short-term rental property management company focused on maximizing your income and guest experience. Our expertise lies in doubling owner income through exceptional guest stays and effective revenue management. 

We cater to traveling families and large groups seeking 3+ bedroom accommodations for 12+ guests. Our dedicated team ensures unforgettable stays that exceed guest expectations.

With LevelUp Stays, you can sit back and relax as we handle every aspect of property management, including marketing, bookings, maintenance, and cleaning. Our proven revenue management strategies optimize occupancy rates and pricing, resulting in substantial returns on your investment.

Our goal is to grow to 1,000 units under management within 5 years.

Founder 

DLRJ Holdings

At DLRJ Holdings we allow data to drive behaviors. 

Our vision is to buy, hold and operate exceptional short-term rental experiences. We strive to create unique and unforgettable guest experiences that set us apart from the competition. Our commitment to excellence in management and customer service ensures that our guests feel welcomed and valued every step of the way. We are dedicated to delivering unparalleled service, comfort, and convenience to all of our guests, and we aim to exceed their expectations with every stay. Through innovation, collaboration, and a passion for focus on guest experience, we will continue to elevate the short-term rental industry and become the go-to destination for those seeking a truly exceptional experience.

Founder

Key roll in Sunpro acquisition by ADT in December 2021 for $825 million. Managing strategic sales teams in Oklahoma, Kansas, Missouri, Iowa, Nebraska and Illinois with revenues of $200 million/year.

Regional Sales Manager, ADT Solar

Sunpro Solar Energy Specialists

Helping to promote sales and growth in Tulsa, Oklahoma City, Lubbock, Brownsville and Corpus Christi.

Regional Sales Manager

#1 Territory (San Antonio/Austin) in Net sales -June 2020
#1 Territory (San Antonio/Austin) in closing percentage- June 2020

Territory Sales Manager

Gross sales over $2 million+
Top 10 sales executive in company (gross sales, YTD)
700+ kilowatts installed 
2019 Rankings: finished in top 4%

Area Sales Executive

EnviroSolar

-Residential and commercial solar and efficiency sales 
-#1 fastest growing privately held company in the United States-2017, Inc. 500 
-#1 residential solar installer in Texas-2018, Solar Power World 
-#8 residential solar installer in USA-2018, Solar Power World
-Combined sales of $1 million in 120 days with company

Enterprise Holdings

Dec. 2017-Promoted to oversee the San Antonio International Airport. A Tri-Branded location that manages Enterprise, Alamo and National. Over 3,000 units and 200 employees under management.
Sept. 2017- Ranked #1 branch manager in South Texas (1 out of 54) in four core areas. 
Feb. 2015- Ranked #5/54 branches for Net Other sales
Feb. 2015- Sales MVP
Feb. 2015- Ranked #15/283 in Group 52 for sales
Feb. 2015- Ranked #3/56 branch managers for sales
March 2015- Sales MVP
March 2015- Promoted to 521P, over 250+ cars under management
Nov. 2015- Ranked #1 branch manager in group of 50+ for sales
Jan. 2016- Promoted to manage 400 cars overseeing branch 521P, 1H and 8E.
March 2016- Top ESQI combined 86. 1P: 88, 8e: 83, 1H: 91
Dec. 2016- Promoted to branch 5233 400+ cars under management
Dec. 2017- Promoted to Tri-branded branch manager San Antonio Airport overseeing Enterprise, Alamo, and National responsible for managing 200 employees and fleet of 3,000. Average monthly revenue of $3.1 million. Developed comprehensive sales culture.

Tri-Branded Enterprise, Alamo, National Branch Manager-San Antonio Airport 

Enterprise Rent-A-Car

-Oct. 2014-MVP sales
-Oct. 2014-#2/32 Assistant manager closed ticket sales score
-Nov. 2014- MVP sales 
-Nov. 2014- 91 ESQI, branch 528C
-Dec. 2014- 93 ESQI, branch 528C
-Dec. 2014- Promoted to oversee branch 521P, 528E, 521H

Assistant Manager

Promoted to assistant branch manager in two weeks.

Management Assistant

Over 98% of all employees with Enterprise started out as a Management Trainee. Check out some of my accomplishments in the short time I have been with the company:

-MVP November 2013, Open ticket score
-MVP December 2013, Closed ticket score
-December 2013- Highest closed ticket score, branch 521P
-Dec. 2013- Highest closed ticket score, branch 521H
-Dec. 2013- Highest closed ticket score, branch 528E
-Dec. 2013- Ranked top 14% in group-Closed ticket score #33/234 employees
-Jan. 2014- Increased IPC (Income per car) by 550% (CAGR), branch 528E
-Jan. 2014- MVP for corporate accounts 
-Feb. 2014- Scored 97% on the RSET (90-day skills & aptitude exam)
-Apr. 2014- #2/25 in area 52Z, closed ticket score, insurance sales
-May 2014- 80th percentile, closed ticket score, insurance sales 
-June 2014- #2 in branch 521P for sales- 47.8% sales ratio on 100+ contracts 
-July 2014- Fully qualified to take the MQI (at 8 months)
-July 2014- Highest closed ticket sales score at branch 528E and 521P

Management Trainee

TripAngle

TripAngle allows property owners to manage and run their vacation properties at no cost. It is the perfect alternative to a traditional property management company. TripAngle prides itself on upstanding communication between owners and customers as well as excellent customer service.

Job duties included developing marketing (social media, YouTube etc.) material, cold calling, and servicing current clientele. Major projects include developing YouTube video to promote and describe TripAngle as an alternative to property management.

Accounts and Marketing Director

GLOW Boathouse LLC.

GLOW Restaurant serves traditional American bistro fare while maintaing a casual fine dining atmosphere. 

My job duties include ensuring guest satisfaction while demonstrating extensive food and wine knowledge. My projects include revamping the employee (FOH, Front of House) training manual, cocktail recipe book, and incentive program. The server incentive program is designed to increase profit margin and sales by approximately 10%. Day to day management of restaurant includes employee oversight and FOH operation.

Head Server

Texas Coastal Vacations

Texas Coastal Vacations offers vacation rentals (condos and houses) on the Texas Coast. Services are provided to owners (full property management) and guest services. 

I managed, serviced, and oversaw 40 condos catering to the needs of owners and guest. Job duties included ensuring over 3,000 guests satisfied per year as well as 40 condo owners. Engaged in monthly invoicing to clients and comprehensive marketing. Grew social media presence from 0 to over 3,500 followers. Increased office efficiency, saving 40 man hours per month, by introducing 24  hr. call answering service. 

Began relations and partnered with Travelocity, a multi-billion dollar company, to increase revenue to clients by increasing exposure.

Vacation Property Manager

We will double your Airbnb income in 90 days or we will work for free until we do

www.StayLevelUp.com

Short term rental property management with an income guarantee 

www.StayAdelante.com 
(see how we took this home, renovated in 49 days and tripled the income)

As the Founder of DLRJ Holdings and LevelUp Stays, I am proud to lead a company that is driven by data to provide exceptional short-term rental experiences. Our commitment to excellence in management helps other Airbnb owners double their income by focusing on two areas: Customer experience and Revenue management. 

Here are some of my past accomplishments:

→ Key role in the Sunpro acquisition by ADT Security for $825 million
→ 11 years of sales and management experience with a strong focus on sales leadership since 2014
→ Personally sold over $5 million in solar over the past three years and oversaw a team of 10 territory sales managers and 120 sales representatives in Oklahoma, Kansas, Missouri, and Illinois for ADT Solar.
→ Generated revenues of $200+ million/year in the solar sales region consisting of 100 sales representatives in six states. 
→ Achieved the distinction of being the #1 branch manager at Enterprise Holdings in San Antonio, TX.

These experiences have taught me valuable lessons in leadership, management, and sales that have helped me build and grow DLRJ Holdings into the thriving business it is today. At DLRJ Holdings, we are dedicated to delivering unparalleled service, comfort, and convenience to all of our guests, and we aim to exceed their expectations with every stay. 

Our passion for focusing on guest experience, innovation, and collaboration continues to elevate the short-term rental industry, and we strive to be the go-to destination for those seeking a truly exceptional experience.

If you have an opportunity, or feel you can leverage my assets in your organization, feel free to contact him directly at:

Email: derek@dlrjholdings.com
Phone: 361-205-7359

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Ric Franzi

Derek R. Gisriel

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