What should be the role of your business in it?In this season of tax minimization and wealth transfers, questions like these don't get asked. If you don't know the answers, you are handicapped from the start. Founders and families often don't know much about transacting or transfer of a business stock in trusts. Your concern is often risk and preserving principal, which challenges the best of advisors and administrators. . Let's consider the choices of others, namely of advisors, trustees and their firms. They don't see your business as you do. In fact, most are adverse to it. Their preference is a sale of your business. It's easier for them. There is less complexity and their skills are not adequate to work with your business or your risk. A variety of views attempt to justify this. They include: Selling is necessary to diversify a concentrated equity asset. Selling is necessary to dilute equity value ( considering it to be a "risk") It's easier to sell and divide up proceeds so heirs can make their own choices. This is an just an indication of why you need to be clear of your endgame. If you don't know, we suggest you stop and give us a call. We will meeting you any place necessary. You future may well depend on it..

1. WHY
&HOW
C A N W E S H A R E T R U S T ?

2. You & The Financial Industry
At the intersection of the $10.8 Trillion financial services industry and family,
private and small cap public businesses. is the powerful influence of this
industry; it's design, creation and promotion of products and financial services
to financial assets, legal structures, taxation and financial strategies.
This does not comfortably fit with an operating business or it's owner, as many
founders discover when they engage this industry. Business, financial, legal
and tax advisors find it difficult to understand the owners' opinions or
expectations as compared with their own.
How are you challenged in working with your advisors?
How would you rate what you want vs what they are able to do?
The financial services industry poorly understands the concentrated wealth of
a family business. The advisory constituents are not prepared
for the founder's opportunity vs risk focus, return expectations based on
his/her performance nor the founder or family dreams.
With whom have your shared your dreams and expectations?
Companies such as UBER, AirBNB, Ebay and others refashioned their
industries' to successfully deliver products and services. They've become 21st
century industry leaders. We are doing similar in disrupting the intersection of
family businesses of many sizes, with the financial services industry, one
business and family at a time.
Should you explore whether to work with us? Yes. Learn more here.

3. Owners have no idea of their susceptibility to the fee-versus -
value received dynamic when confronted with the myriad of
advisors involved in growing businesses, transformations and
business or wealth transactions or family transitions.
Nor can they see the incalculable consequences of their
advisors' not understanding this most valuable asset.
What would you say if you could have different kinds of trusted
advisors that understands your most valuable asset from a
holistic approach and longer view perspective while aligning the
differing wants and views of those involved?
These are just some of the things we discuss in deeper
conversations to learn what matters to you.
The 30,000 Ft View

4. Let's Start
With Relationships
Business owners and their business are both complex and
dynamic.
Perhaps it’s the influence of advisory relationships; legal, tax or
financial that the conversations about stepping down or a
major shift is most always viewed as a transaction with an
outcome of money to be preserved and managed.
Are YOU a transaction? Of course not. However, YOU, the
living, breathing person with dreams, wants and expectations
and that struggles to adjust to the post-transaction period,
a transition, are NOT their focus.
Vesting your future solely in the hands of folks who don't want
to or can't hear or understand you is not a recipe for happy
outcomes.
Would you like to know what does?

5. When Options &
Opportunities Are Not Clear
Is the business where you want it to be? Revenue, growth,
value?
What is your purpose for the business?
What are expectations of family members that may color
options?
Do advisors and staff know your wants or dreams?
Are decisions without consensus or clarity of outcomes?
If the answers to one or more is "no" or "I don't know" then its
in your interest to begin with a conversation with us,
Strategic Architects to both family and your business. See
page 7.

6. When The Only Option
You Hear is a Full Sale
of Your Business
A last minute decision
Your advisors are pushing action
It’s not the amount of capital you felt entitled to
You did not work on growing the business
You did not “fix” what would command a higher price from a
buyer
The results are subpar
No sense of direction, purpose or opportunities
Family members have their own deferred wants and
expectations
Are You Dealing With the Right Folks?
What Happens Next
What would you like the result of a growth transformation, a business
transaction or family transition to look like and why?

7. We are a blend of strategic architects for the deeper conversations
necessary to move forward and for an initial glimpse of value
creation, focused on owner and business first. If we move forward, the
same conversations will be with all adult family members.
The baseline of the business shapes options for the business. Assembling
these inputs into a road map sets the stage to maximize results driven by
family expectations and owner dreams. We execute on this.
.
How We Create Value At Any Point of Entry
A Deeper Conversation
adds clarity & purpose

8. What Would You Do
With More Time, Harmony,
& Peace of Mind?
Business Owners Are Getting the Short End of the Stick
Optics of Bankers, Lawyers, Accountants, Advisors
Silos of Knowledge vs Limited Knowledge
Plenty of Technical Planning Advice, Lack of Strategic Execution
Our Commitment to You is a Longer Term Strategic Relationship
So you are best able to see around corners
Invest in knowledge and relationships that create value
Aligned views of those working for you
To think and plan strategically
Take on new business endeavors with confidence and purpose
Our currency is knowledge, wisdom, insight and relationships to the
owners and builders of business wealth as trusted advisors when they
need to accelerate growth, decide to hold or sell their business or
sustain a multi-generational business legacy as a family of significance.
These are scarcity pools of finance, value creation, intangibles and
human capital knowledge not found in the financial services, legal or
accounting industries.

9. Invest in Your Future
Let's begin today as your future & legacy are too important
to leave to those who are well intended but don't know.
What We Do First: Establish Confidence, Why Have Trust?
We work on the deeper conversations first. This benefits owner
with clarity of the longer view and establishes confidence. It
also provides us with the first insights. A relationship and trust,
however, takes time and mutual effort.
Replicating this conversation can occur with all adult family
members as well as advisors. In other words this can take 1 day
or 6 months or even a year, depending on scope.
At the same time, we do the baseline assessment of business
performance, growth and value.
We can do these on a performance fee basis - which lowers
the up front and means we put skin-in-your-game and
accumulate the balance until we conclude.
If we move forward, we make every effort to use your staff and
advisors but we may have to augment with some of our staff
and constituents.

10. Enhancing Your Success,
Today & Tomorrow
Strategic Value Architect
Carl Sheeler, PhD, ASA, CBA, CVA
2049 Century Park East, Suite 2525
Los Angeles, CA 90067
Phone: 1-310-499-4842 CA
1-646-328-1981 NY
Email: csheeler@thinkbrg.com
Strategic Architect, Deeper Conversations
Robin Coady Smith
1330 Avenue of the Americas, 23rd Fl
New York, NY 10019
Phone: 1-646-328-1982
Email: robin@prcio.com
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