privatus ci30 for law & accounting trusted advisors for midmarket clients

Get Closer to Your Client

With More Opportunity & Revenue

Lens

Expectations

Future

BRG Privatus CI3O

Law & Accounting Firms

to Entrepreneurs & their Business

Pitch Book. 2015INTRODUCTION

We listen. Then we either offer a 1 hour consultation for a nominal fee to cover time spent with some one who will pull back the curtain, provide options or find answers for entrepreneurs, family or their trusted advisors;

1) options for the business; equity sale, divestiture, merger & acquisition, growth, transfer or retain and transitions

2) How to create a roadmap; and

3) comprehensive solutions

Then we may inv ite you and your client to work with us if the business is $50million in annual sales or larger.

Go When Thriving, Transitions

IT’S TIME FOR ACTIONYour Client’s Operating Business. Our Value is to

Leverage Knowledge; Yours and Theirs.

Your Client Has Lofty Ambitions

Investor Capitalist

Privatus CI3O All Right Reserved @2015

Lifestyle Transformative

Are You Paid Your Billable Hours Rate?

Privatus CI3O @ All Rights Reserved

How Many Hours Do You Spend on Getting a Client to Commit?

How Many Hours Do You Spend on a Business Transaction or Wealth Transfer plan?The averages for these run upwards of 1,000 hours for each X bill hour rate = $? The client demands a discount = $?

What is the ratio of clients that do one of the following:

• Don’t implement or understand your plan?

• Abandon the plan

• Suffer regret

The averages run upwards of 1:2 go bust. Do the Math, What is this Costing You?

Would You Like to Get Your Billable Hours Rate, closer to 100% of time?

Too Many Clients & Advisors Set the Bar Too Low For Success

“The greatest danger for

most of us is not that our

aim is too high and we

miss it, but that it is too

low and we reach it”

Michelangelo


To Do More For Your Business Clients…

“If you want to do something new, you have to stop doing something old.”

Peter Drucker

Example: most advisors are trained to be transactional. Any variance is perceived to be a waste of time & effort for

what they do. The question; is there sufficient compelling evidence that it serve’s the advisor’s interest and their firm to

act and think differently? Yes, there is. Learn more here.


…a Technical & Tactical Focus, Only


Owner/

Family

Trusted Advisors

Business Advisors

Financial

Advisors

Legal & Tax

Advisors

Usually around assets, entities, tax savings &

wealth strategies

These Are NOT the issues that motivate the owner or family to act.

These often limit the following:

A strategic, family centric or longer view

Sustainable growth of the business

Technical Advisory Lenses- have different interpretations

& solutions

….No True Entrepreneurship Experience


• Little probability advisors will see the owner’s vision in the same way as s/he does.

• Concepts of risk are anemic.

• Custom investment plans have little upside for owners.

These are primary reasons entrepreneurs and business owners aren’t

motivated to act.

Why We Formed Privatus CI3O


The purpose of Privatus CI3O to act on the gaps, flaws and the weaknesses of competitors in thebusiness and financial services industries around entrepreneurs, business owners and their

businesses.

Neither BRG nor Privatus CI3O are law, accounting or wealth management firms. We are family

Chief of Staff, for however long they want us to be. We augment. We do not replace existing

firms or advisors.

The Target Audience


• $10Million to $50Million – lower midmarket

• $50Million to $500Million- middle market

• $500Million to $3Billion – larger private and small cap public markets

A family with business interests of most all sizes, board and C-suite, their staff

and advisors deserve to know their best options & opportunities

… The Risk Lens Is Not In Focus

• Unplanned disruptions/ transitions

• Constituent opinions

• Life cycle position

• Ever changing points of interest


11

STARTING TODAY, LET’S AIM HIGH, RAISE THE

BAR & DO “SOMETHING” NEW, TOGETHER


Our Strategic View of Opportunity


A world of opportunities open to your firm, yourselves and your clients

By modifying the discussion from taxes, revenue and profits to vision-oriented and a strategy that everyone is geared around and subsequently drives opportunity and risk

management and enhanced shareholder value.

Needless to say there are many "soft" issues that cannot be ignored and should be

integrated during the process as opposed to being reacted to and addressed in an ad hoc

matter.

BRG Privatus CI3O - GuidancePrivatus CI3O was formed with uncommon insight, skills, and knowledge of its founders

With a blend of

BRG - Tangible Guidance- technical• How to Grow a Thriving, Sustainable Business; c-suite, boards, advisors, family• Business Risk Oversight & Management with Options – identify, measure, manage, mitigate

Privatus Intangible Guidance– family centric• Servant Leadership – How We Conduct Ourselves. Preparation, Resolving the 6T’s*, Strategy

• Chief of Staff - Demystify tradeoffs. Candor. Execute on business strategies, transitions and legacy building

• Strategic Value Architect - influences value and knows how to harness trusted advisors’ wisdom - A

formal ecosystem, an enterprise framework, alignment of optics, harmony of expectations

Privatus CI3O Services, All Rights Reserved@2015

* transfers, transactions, transitions, transformations, taxes, trouble (disputes)


This Drives How Much Your Client Gets to Keep

During and post-transition the question becomes how much does your client get to keep when the business wasn’t “fixed”, “gut feel” was the motive, interests and expectations are misaligned and now supporting lifestyle starts:

Entrepreneurs - casual interest only in managing wealth

- cash flow- the loftiest of capital building goals

Next Generation - loftiest of ideas for investing liquidity

THIS IS THE OLD APPROACH WE’RE HERE TO HELP YOU DO SOMETHING NEW


Experience What It Feels Like to Exceed Your Client’s

Expectations

Here’s To Your Success

Privatus CI3O Services, LLC All Rights Reserved@201517

Robin Coady Smith1330 Avenue of the Americas, 23rd Fl

New York, NY 10019

Phone: 1-646-328-1982

Email: [email protected]

Carl Lloyd Sheeler, PhD, ASA, CBA, CVA2049 Century Park East, Suite 2525

Los Angeles, CA 90067

Phone: 1-310-499-4842 CA

1-646-328-1981 NY

Email: [email protected] or

[email protected]

Web: www.prcio.comwww.thinkbrg.com

privatus ci30 for law & accounting trusted advisors for midmarket clients

Leadership & Management