ROSETTA ANALYTICS FOR SMALL BUSINESS CLIENTS of Trusted Financial Advisors

Problem Small business owners can’t access and translate their operational and financial data into meaningful choices for action as quick as is necessary given current economic and market pressures.

Small business owners can’t access and translate their operational and financial data into meaningful choices for action as quick as is necessary given current economic and market pressures.

Your Clients Concerns Lack of control over cash flow Fear of making bad decisions due to inadequate (or wrong) information Inability to see the consequences of actions until too late

Lack of control over cash flow

Fear of making bad decisions due to inadequate (or wrong) information

Inability to see the consequences of actions until too late

Why Now Urgent need that goes largely unfullfilled Current economy very unforgiving Business failures are occurring at a faster rate Owners are caught unprepared for cash flow fluctuations and suffering higher losses Frequent analysis of financials is costly and time consuming Tightening credit and lending criteria

Urgent need that goes largely unfullfilled

Current economy very unforgiving

Business failures are occurring at a faster rate

Owners are caught unprepared for cash flow fluctuations and suffering higher losses

Frequent analysis of financials is costly and time consuming

Tightening credit and lending criteria

Current Methods Are Not Enough Intuition, gut feel, and past experience Too many new global and economic changes present unknowns that are difficult to plan around Inside Controllers Concentrate on managing the cash flow operations, not on developing strategy Already working at full capacity Oursourced financial specialists Costly and require longer turnaround times than small owners will tolerate

Intuition, gut feel, and past experience

Too many new global and economic changes present unknowns that are difficult to plan around

Inside Controllers

Concentrate on managing the cash flow operations, not on developing strategy

Already working at full capacity

Oursourced financial specialists

Costly and require longer turnaround times than small owners will tolerate

Solution for Your Clients Integrated business intelligence in one comprehensive report How to improve cash flow. How their company compares to others in their industry. The costs and risks associated with new growth. Financial consequences of acting on the recommendations. Working capital requirements

Integrated business intelligence in one comprehensive report

How to improve cash flow.

How their company compares to others in their industry.

The costs and risks associated with new growth.

Financial consequences of acting on the recommendations.

Working capital requirements

You Give Your Clients Real Choices. Control of the key profit and cash flow drivers in their business. Peace of mind. Ability to develop contingency plan for future peaks and valleys. Informed ability to predict outcomes.

Real Choices.

Control of the key profit and cash flow drivers in their business.

Peace of mind.

Ability to develop contingency plan for future peaks and valleys.

Informed ability to predict outcomes.

What is Rosetta Analytics sm for Entrepreneurs? Beyond spreadsheets An analysis and decision-support tool that helps small business owner-operators (up to $8 million in revenues) translate their financials into actions they can take to improve their cash flow operations, their competitive advantage, their profitability

Beyond spreadsheets

An analysis and decision-support tool that helps small business owner-operators (up to $8 million in revenues) translate their financials into actions they can take to improve their cash flow operations, their competitive advantage, their profitability

Who needs Rosetta Analytics? Small business owner-operator and entrepreneurs. Up to $8 million in revenues In business over 2 years Need help with Growth strategy Understanding their financials Early detection difficult times “ What if” scenarios.

Small business owner-operator and entrepreneurs.

Up to $8 million in revenues

In business over 2 years

Need help with

Growth strategy

Understanding their financials

Early detection difficult times

“ What if” scenarios.

Highlights Real need fulfilled the way it’s wanted Tested, proven concept—thrilled customers Results produced in 5 business days Control in the hands of the owners Designed by small business owners for small business owners

Real need fulfilled the way it’s wanted

Tested, proven concept—thrilled customers

Results produced in 5 business days

Control in the hands of the owners

Designed by small business owners for small business owners

How it Works RAI Stone Group LLC Proprietary & Confidential Rosetta Analytics for Entrepreneurs Too much data, too little time! Too slow, too complex, not their area of expertise! Spreadsheets don’t make sense. Flexible and simple. Specific, practical growth recommendations explained Automated for rapid turnaround Previous experience, intuition, and guesswork aren’t enough anymore.

How it Works In less than 30 minutes a Rosetta Analytics analyst collects the information from you or your client The data is run through a series of validated analyses and comparisons The analyst generates a comprehensive report You receive notification that the report is available for delivery As part of the Pro Advisor service, you receive training, help documentation, and contact with our specialists to answer all your questions

In less than 30 minutes a Rosetta Analytics analyst collects the information from you or your client

The data is run through a series of validated analyses and comparisons

The analyst generates a comprehensive report

You receive notification that the report is available for delivery

As part of the Pro Advisor service, you receive training, help documentation, and contact with our specialists to answer all your questions

Components of the Report Breakeven analysis Cash basis integer Improvement recommendations Cash conversion analysis Industry benchmarking Working capital requirements “ What if” scenarios Individual coaching Graphics and descriptions

Breakeven analysis

Cash basis integer

Improvement recommendations

Cash conversion analysis

Industry benchmarking

Working capital requirements

“ What if” scenarios

Individual coaching

Graphics and descriptions

What’s Coming Next In development Interactive “what if”s At-a-glance as red, yellow, green stoplights Annotation

In development

Interactive “what if”s

At-a-glance as red, yellow, green stoplights

Annotation

Your Challenges as an Advisor Increasing workload Shortage of talent Time and material pricing models cap growth potential Potential liabilities around certain consulting activities Seasonal fluctuations Market differentiation

Increasing workload

Shortage of talent

Time and material pricing models cap growth potential

Potential liabilities around certain consulting activities

Seasonal fluctuations

Market differentiation

How Rosetta Can Serve YOU Add value to your client engagements without adding to your workload Give your clients the means to monitor their financials in a way that they understand Even out off-season cash flow dips Add a reliable revenue stream Attract new customers Create a strong differentiator

Add value to your client engagements without adding to your workload

Give your clients the means to monitor their financials in a way that they understand

Even out off-season cash flow dips

Add a reliable revenue stream

Attract new customers

Create a strong differentiator

What Customers Are Saying I set aggressive growth goals for my company for 2008 and 2009 and was uncertain what it would take to meet them. In one day going through Stonegate’s process, I had answers for what the gap was between where we were and where we wanted to be, a strategy to bridge that gap, and what type of investment we’d have to make in resources, new business development, and time. - Tom, owner, industrial and commercial wholesale lighting We were growing fast and had made an out-of-state acquisition. We were doing more volume, but hadn't increased profitability. We weren't sure where to look for answers. From Rosetta we discovered we were trying to cut costs in the wrong areas. After implementing the recommendations, we began to see improved profitability almost immediately. - Paul, owner, investigation and security company

I set aggressive growth goals for my company for 2008 and 2009 and was uncertain what it would take to meet them. In one day going through Stonegate’s process, I had answers for what the gap was between where we were and where we wanted to be, a strategy to bridge that gap, and what type of investment we’d have to make in resources, new business development, and time.

- Tom, owner, industrial and commercial wholesale lighting

Outsourced Service Current direct price of $2500 Volume discount pricing Per report License Subscription basis Marketing partner

Current direct price of $2500

Volume discount pricing

Per report

License

Subscription basis

Marketing partner

Call for a Sample Report Rich Iverson VP Business Development RAI Stone Group LLC Formerly Stonegate Consulting 4979 Olson Memorial Highway, Suite 103 Golden Valley, MN 55422 763-252-0480 (fax) 763-252-0482 (M) 952-807-2124 [email_address] www.raistonegroup.com

Rich Iverson

VP Business Development

RAI Stone Group LLC

Formerly Stonegate Consulting

4979 Olson Memorial Highway, Suite 103

Golden Valley, MN 55422

763-252-0480

(fax) 763-252-0482

(M) 952-807-2124

[email_address]

www.raistonegroup.com