Notes for the advisor

1. Notes for the advisor This is a general slide presentation you can use to communicate the need for 1. A business assessment and Why a business owner should engage with you The speaker notes contain explanations of the slides and offer suggestions for how to present this information. This is a general guide only; you may wish to add additional slides to present your firm. We recommend running through the presentation first to view the layout and animations included in the deck. Don’t forget to replace ACME with your firm’s name and HIDE THIS SLIDE before you present!

2. ACME PRESENTS: Partnering to Build a strong, valuable business

3. Your Business: Is the primary resource you’re relying on to provide financial security for your future. -Are you confident it will meet that goal? Is likely the single largest asset you may ever own. -Do you know what it’s worth? Needs to evolve and grow to survive an ever-changing business climate. -Are you struggling to define a viable growth strategy? Growing your company requires thoughtful planning, strategy and execution. Having a trusted partner who can guide you is not only helpful, but critical to your success.

4. HOW WE PARTNER WITH YOU TO CREATE A SUSTAINABLE, VALUABLE COMPANY

5. STEP ONE: We help you know what your business is worth today, help you understand what it could be worth and show you where the gaps in this value are in your company.

6. Here’s How: We start with a free operational value assessment

7. We measure the gears Your BUSINESS in engine

8. ACME uses a proven system specifically designed to pinpoint your risks to sustainable growth and profitabilityWe analyze your business across 18 areas that drive growth and build value in private businessOur initial analysis is freeAt ACME, we don’t just tell you we can help – we show you how we will help so you’ll know why to partner with us

9. Based on a methodology developed at MIT, our analysis will reveal the risks inherent in your company’s value – and what you can do about them!

10. Average Value Gap What thedatatells us 27% 10 20 30 40 50 60 70 80 90 100 Value Gap Value Gap is the difference between what your company is worth today, and what it could be worth when your in alignment with best operational practices. The data provided by Acme’s system indicates that the average value gap in private businesses <$75M is approximately 27% Source: CoreValue US Patent 9,607,274. Data sampled 12/2018

11. Recurring Revenue What thedatatells us 10 20 30 40 50 60 70 80 90 100 70% We have some assurances of future revenue, but they represent less than half our annual revenue Recurring revenue is a critical component to building a healthy business. You should look for ways to capitalize on repeat customers, high-traffic locations, contracted clients, service fee income, product and service differentiators. These are just a few examples of revenue models that offer assurances of future revenue. • Source: CoreValue US Patent 9,607,274. Data sampled 12/2018

12. Growth 54% What thedatatells us 10 20 30 40 50 60 70 80 90 100 Growth Growth is stagnant, or slowing down; Little is known about individual industry growth trends or the respective niches within which these businesses operate A growing company doesn’t just happen; you need to understand your company’s growth – or lack thereof – within the contexts of your own market, your industry and compared to your competition Source: CoreValue US Patent 9,607,274. Data sampled 12/2018

13. Sales & Marketing What thedatatells us 10 20 30 40 50 60 70 80 90 100 67% Sales & Marketing Success in hitting sales targets is largely based on the efforts of individuals within the business, rather than established processes, metrics and goals. Does your company generate revenue through an easy-to-learn sales and marketing process, allowing you to consistently hit goals and forecasted revenue targets. Source: CoreValue US Patent 9,607,274. Data sampled 12/2018

14. STEP TWO: Once we gather data on your company’s strengths and risk factors, ACME will work with you to develop and implement a customized plan to capture the hidden value in your business.

15. Why ACME is your trusted partner Add bullet points that highlight your expertise, success stories, etc. Anything that can demonstrate that you know what business owners need and you have the skills and experience to deliver Highlight common business owner concerns, tied to the data slides above – Growth is stagnant; management doesn’t click; sales are up and down – no consistency; market data is hard to find, etc.

16. ACME DELIVERS: Experienced advisors to guide you through every step Data-driven methodology Comprehensive workbook that helps prove your company’s value Value-building tasks Help in setting priorities Online dashboard to record and track performance improvements Key performance indicators at your fingertips

17. What’s Next? We make it easy to get started today-and it’s FREE! Visit our Website Go to www.yourwebsitehere.com to learn about the FREE Discover Executive Report Complete the Survey Click the link to complete the Discover Survey online. All answers are confidential and your information is never sold or shared Review Your Results We’ll contact you to set up a complimentary review meeting to discuss your results and provide additional information about your options Opportunity Awaits! If you decide to work with us, we’ll schedule a more comprehensive business assessment. Either way, the Discover Report is yours to keep, with no further obligation! Acme uses the #1 business assessment and consulting system that is proven to help companies who use it grow an average of 27%

18. Frequently Asked Questions

19. Presented by ACME Your contact info goes here