1. { The only way to be s.E. T. for life
is to begin the process of: }
Succession planning
Exit planning
Transition planning
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES

2. Succession Planning
The process of analyzing and planning for a
company’s human capital needs necessary for
long term viability.
{ S.E.T. } Exit Planning
The process of analyzing and planning for the
company owner’s personal, financial, and
professional controlled departure from their
company.
Transition Planning
The process of identifying, designing and
implementing the company’s transaction
strategy options.
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES

3. { The Right Way to be s. E.T. for Life }
A fully integrated SET Step One - Planning
process that puts Planning Coach • Customized S.E.T. Plan
you in control . . . Process - Maximize Enterprise Value
Whether you want to - Financial / Estate / Tax Planning
- Post SET Planning
be SET today or five
years from now.
Value Enhancement Group
Execution Step Two - The Transfer Method
Phase • Employees
• Charitable Trusts
• Families
• Co-Owners
• Third Party / Continue
• Third Party / Retire
• Public
Post-SET Step Three - New Life
• New Interests
• Possible New Career
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES • Designed in Step One

4. { The s . E. T. Planning Process: * }
Data Collection Valuation / Analysis Recommendations Implementation
Detailed business Value Coordinate with
Initial Meeting
valuations using six Enhancement client’s CPA and
different methods Recommendations attorney
including revised
Complete Detailed business valuation
Pre-transaction due
Questionnaire Valuation & Structure assuming
diligence on
Analysis implementation
business
Recorded 4-6 hour
interview with Review of company’s Detailed analysis of Update estate plan
business owner(s) operations by our client’s SET options
Value Enhancement
Group Prepare wealth
Internal Estate planning to management plan
discussions and minimize or defer
review of data Value Analysis taxes
Implement Value
using fifty-four Enhancement
proprietary value Recommendations
Research industry, factors that buyers Personal action plan
buyers and sales of or investors use
similar companies when looking at any
Select
company Business action plan SET
Strategy
& Timing
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES * Client gets their exclusive, confidential secured portal for this process

5. { The controlled auction process: * }
Preparation The Sales Process Narrowing the Field Closing the Deal
Understand client Contact buyers / Controlled visits with Additional meetings
objectives Obtain NDAs buyers / seller with final buyer
Assess value and Release Offering Provide buyers with Mutual Due
review SET plan Memorandum add’l information Diligence
Develop transaction Follow-up
Preliminary Finalize structure
strategy discussions
negotiaions and terms
Prepare offering Request letters of
package interest (bids) Request Letters of Draft Definitive
Intent (Offers) Agreements
Evaluate initial
Seller approves offers with seller
buyer list / offering Evaluation of offers Resolve open
package with seller issues
Select visits from
pool of buyers
Select final
buyer Close
Transaction
* Process is captured through client’s exclusive, confidential, secured
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES portal for this process

6. { The Post Exit process: }
Successful S.E.T.
The Masters Group
Advisory Angel Industry Private Social
Boards Investments Involvement Equity Opportunities
Short term
consulting
Seats on advisory Opportunities to Private Equity Fund Opportunities to
assignments
boards of invest $100K and - pool investment socialize with other
privately held $500K in private funds with other former business
companies companies former business owners who share
wanting to needing “angel owners to acquire similar interests
prepare for sale backers” Assistance writing larger companies and values
books and articles
Speaking
Engagements
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES

7. { OPTION IMPLEMENTATION — estate
planning transition to family: }
Engagement Refine Assemble Prepare Finalize
Agreement Plan Transaction Documents Documents
Team
Transaction
Closing
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES

8. { E S O P process: }
Preparation ESOP Plan Implementation
Analysis of ESOP ESOP Implementation of
Pre-Qualification Plan Design ESOP
Form
Document Third Party
Comprehensive
Preparation Administrator (TPA)
Meeting with
Selection
Potential Client
Repurchase Liability
Service Employee
Feasibility Orientation
Study
Funding Analysis of
Repurchase Liability
Comprehensive Ongoing Support
Valuation Study
Initiation of
Bank Financing
Lender Negotiation
and Selection
Qualified
Replacement Property
Analysis of Recommendations
Existing Qualified
Plan (if any)
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES

9. { benefits of using s. E.T. for life
process: }
Client Financial Christman Group Company
Life Changing Determination of Comprehensive, Preserves
Blueprint Value Under All Objective, Extremely Ongoing Operations
Transfer Options Thorough Analysis
Peace of Mind of Personal, Employee and
Business Options Management
Development of
Customized Plans Opportunity and
Tax Savings
and Action Centralized Data Stability
Strategies
Base Access for
Strictly Focused on All Advisors
Maximizes Corporate,
Client’s Goals and
Personal, Income and
Objectives Proven Process
Estate Efficiencies
Without Replacement
Preserves of Existing Advisors
Maximizes Retained
and Enhances Net Value
Legacy Pioneering Thought
Leaders - Experience
Executes Owner’s
Wishes During One Stop Shop
Their Lifetime,
Not Death
Fully Integrated
Process
Complete Control
Over Process
INTEGRATED S.E.T. PLANNING AND EXECUTION SERVICES