General Overview of J&W Solutions areas of focus and details on Wealth Transformation with Team Council.

1. J&W Solutions LLC Business Overview

2. Mission Statement It is our mission and calling to provide the greatest service to the clients and organizations that we work with, while never defeating core values of respect, honesty and teamwork. We will do all we can to increase the value, relevance and profitability of all we serve.

3. Areas of Focus Expense & Cost Reduction Operations & Efficiencies Metrics & Reporting Calculating & Forecasting Retail Services & Scheduling

4. Expense & Cost Reduction Types of Costs/Expenses SG&A Sum of all direct and indirect selling expenses and all general and administrative expenses of a company. Pre-paid Expenses Payments for goods or services to be received in the near future. Insurance is a good example of a prepaid expense. Flexible Expenses Expenses that are easily removed, reduced or changed month in and month out. These may be things like company catered meals etc.. Capital Expense Expense typically used to acquire new or upgrade equipment to either maintain or expand operations. Reimbursable Expenses Expenses incurred typically by employees that are paid back by the company.

5. Expense & Cost Reduction How the expenses are categorized is best left to accounting experts such as a CPA. There are many regulations that come into play when looking at expenses and how they are calculated out…. What doesn’t change is that these still affect your bottom line, and are possibly higher than they should/could be.

6. Expense & Cost Reduction Salaries/Wages/Contract Labor Loan Payments Lease Payments Equipment Etc. Transportation Airfare Car Rental Per Diem Office Supplies Supplies Postage Etc. Legal Accounting Professional Services Advertising & Promotions Licenses and Permits Taxes Vehicle Building Inventory Subscriptions Utilities Electric Gas Water Data Telephone Wireless Depreciation Maintenance Preventative Reserves Bad Debts Misc Bank fees Dues Employee benefits 401k Insurance Profit Sharing Etc. Meals and entertainment Other Insurance Premiums Office Cleaning Other Consumables On and on….

7. Expense & Cost Reduction We can analyze these expenses and see where there are areas to save and move forward with those areas that the customer wants to. We understand that even if there are significant savings somewhere, that it doesn’t mean that it will change… some relationships built over years of time are worth more than dollars and sense!

8. Operations & Efficiencies More than one way to increase bottom line. Decrease Expense by $’s Decrease Expense by % of sales (increase sales) Both (even better!) How? – Where do the expenses fall? Need Want Why did I buy/invest/agree to this again? Must be aware of your surroundings! Key to overall Operations!.

9. Operations & Efficiencies Operations Operations transform recourses or data inputs into desired goods, services, or results, and create and deliver value to the customers. Two or more connected operations constitute a process/system. Efficiency The ratio of the output to the input of any system Overcoming in-efficiency Develop the skill to avoid wasted time, effort and money… Often times savings can be found by increasing organization and finding waste in process and procedure breakdown, and providing a solutions to overcome them.

10. Operations & Efficiencies Policy/Procedure & employee handbook development. Personnel Development Interview Guides and training/ TopGrading Evaluation development and training Goal Setting Green Initiatives Paperless waste reduction Energy reduction

11. Operations & Efficiencies How to visualize Operations Visual Process Mapping Swim Lanes Visio Find areas of in-efficiencies Develop solution to increase productivity etc… Process mapping is a workflow diagram to bring forth a clearer understanding of a process or series of parallel processes. It can help in identifying what best practices we need to incorporate and find appropriate benchmarks for measuring how we can arrive at better ways of doing business The more areas you are able to look at globally the better idea you have on how much general operations goes hand in hand with so many other things.

12. Operations & Efficiencies Improve Process Define Goal Obtain current data Find root causes Brainstorm improvements Identify barriers to success Plan Implementation

13. Operations & EfficienciesImprovement Cycle

14. Metrics & Reporting KPI Development Key Performance Indicators Benchmarking Accountabilities General Sales Reporting Performance Management Quadrant and Traffic Light reporting Ranking reports based on KPI’s Incentive plan development Tracking systems Coordinate current reporting with operations and other areas.

15. Calculating & Forecasting Compensation Plan development Base and Incentive Pay Commission Structure Pay for Performance Structure Sales and Profit Forecasting – Operations and Sales view (not accounting view) Analyze historical trends and account for process improvements. Targets set Weekly Monthly Quarterly Year

16. Retail Services & Scheduling Forecasting Plan Development Employee Goal Setting Optimizing payroll hours through proper scheduling Tracking and Metrics Systems Trends Analysis and Promotions.

17. Invoice Expense Reduction Fee Structure

18. Invoice Expense Reduction Fee Structure

19. Other Focus Areas Fee Structure Project Basis Mutually agreed upon quote based on needs of the business. Scope of work is agreed upon prior to start of project and invoices are ongoing based on process of project with updates given when agreed upon with customer. Sub-Contract When working in a joint venture Fee is subject to terms agreed upon by primary contracting party.

20. Professional Collarboration Everything that J&W Solutions does and can do is because of other like minded business owners that have a passion for helping other business owners – both from an individual business services solution and as a group of advisors for your business. The next few slides talk about Wealth Transformation with Team Council and what It can do for you!

21. Wealth Transformation with Team Counsel © “Without counsel purposes are disappointed: but in the multitude of counselors they are established.” Proverbs 15:22 KJV

23. Cash Flow Values & Goals Statement Current Financial Statement Current Financial Statement Current Financial Statement Employee Benefits Savings Investments Business H.R. Management Current Financial Statement Asset Management Asset Management Business Planning Tax/Legal Planning Values & Goals Asset Management Risk Mgmt Asset Management Recommen-dations Implemen-tations Annual Review Asset Management Asset Management Asset Management Strategic Methodology

24. The Strength of the Team Counsel Wheel Accounting Life Insurance Marketing Financial Planning Legal Services Progress Accountability Review Data Gathering Business Coaching Business Planning VALUES Implementations GOALS Cash Flow Analysis FACILITATOR Recommen- dations Property & Casualty Ins. Employee Benefits VISION Current Financial Statement H.R./ Compliance Estate Planning Long Term Projections Banking Mortgage Broker IT Business Broker

25. PREFERRED MEMBERS We are seeking exclusive representation from each self-employed professional service category in Omaha. Construction, Retail, Manufacturing, Automotive, Appliance, etc. We can better serve our client by making a referral of a trusted professional to a valued client. We can all learn from each other. We can build a networking team that will feed all members built on the philosophy of quality, efficient, and timely service resulting in happy clients who will refer others to our members.

26. J&W Solutions LLC