e help Law and Accounting firms to increase their opportunities and enhance revenue through entreprenuership and addressing the wants of their founder clients, rather than what the tax, audit and advisory partnership believe the founder should be doing..

1. Get Closer to Your Client
With More Opportunity & Revenue
Lens
Expectations
Future
BRG PrivatusCI3O
Law& AccountingFirms
to Entrepreneurs & their
Business
Pitch Book. 2015
INTRODUCTION
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 invite you and your
client to work with us if the
business is $50million in annual
sales or larger.
Go When Thriving, Transitions

2. IT’S TIME FOR ACTION
Your Client’s Operating Business. Our Value is to
Leverage Knowledge; Yours and Theirs.

3. Your Client Has Lofty Ambitions
Investor Capitalist
Privatus CI3O All Right Reserved @2015
Lifestyle Transformative

4. 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?

5. 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
Privatus CI3O @ All Rights Reserved

6. 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.
Privatus CI3O @ All Rights Reserved

7. …a Technical & Tactical Focus, Only
Privatus CI3O @ All Rights Reserved
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 limitthe following:
 A strategic, family centric or longer view
 Sustainable growth of the business
 Technical AdvisoryLenses- have different interpretations
& solutions

8. ….No True Entrepreneurship Experience
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• 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.

9. Why We Formed Privatus CI3O
Privatus CI3O @ All Rights Reserved
The purpose of Privatus CI3O to act on the gaps, flaws and the weaknesses of competitors in the
business 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.

10. The Target Audience
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• $10Millionto $50Million – lower midmarket
• $50Millionto $500Million- middle market
• $500Millionto $3Billion – larger private and small cap public markets
A familywith business interests of most all sizes, board and C-suite, their staff
and advisors deserve to know their best options & opportunities

11. … The Risk Lens Is Not In Focus
• Unplanned disruptions/
transitions
• Constituent opinions
• Life cycle position
• Ever changing points of
interest
Privatus CI3O @ All Rights Reserved
11

12. STARTING TODAY, LET’S AIM HIGH, RAISE THE
BAR & DO “SOMETHING” NEW, TOGETHER
Privatus CI3O @ All Rights Reserved

13. Our Strategic View of Opportunity
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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.

14. BRG Privatus CI3O - Guidance
Privatus 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)

15. Privatus CI3O @ All Rights Reserved
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

16. Privatus CI3O @ All Rights Reserved
Experience What It Feels Like to Exceed Your Client’s
Expectations

17. Here’s To Your Success
Privatus CI3O Services, LLC All Rights Reserved@2015
17
Robin Coady Smith
1330 Avenue of the Americas, 23rd Fl
New York, NY 10019
Phone: 1-646-328-1982
Email: robin@prcio.com
Carl Lloyd 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: carl@prcio.com or
csheeler@thinkbrg.com
Web: www.prcio.com
www.thinkbrg.com