The PVA System TM (version 1.2) is a comprehensive training and reference tool designed to enhance business and management advisory skills through a three-volume set and accompanying disks. It features over 400 PowerPoint slides, worksheets, and resources that provide guidance on client presentations, industry knowledge, and practical advice. The system is meant for ongoing learning and can be customized according to client needs while integrating internet resources for continuous education.

1. Selections from the PVA System ™ (Version 1.2) - OR - How to Use the Three-Volume Set & Disks The Training and Reference Guide (TRG) and training program will help you learn to select the issues and slides most appropriate for a client presentation. You can and will select those slides and projects which best fit your client base. Choose from an expandable library of over 400 PowerPoint slides and ideas which comprise the PVA System™. Version 1.2 expands on version 1.1 and contains Frequently Asked Questions (FAQ’s) and internet web site information which can be used to expand your personal industry and/or practice knowledge base with constantly updated “favorite sites” appropriate for your practice. These favorite sites can put thousands of searchable articles, best practices, and stories at your fingertips. Use of the internet and other references are discussed in day 4 of the PVA training program. vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks vol. III Marketing & Background Library Management Reference Library/Knowledge The PVA System ™

2. The three-volume set and PowerPoint disks are designed as a system to help you enhance your business and management advisory skills. With it you can build a personal knowledge base within Microsoft’s Office ’97. Each component is important but should be used with the others for reinforcement. When combined with other continuing education courses offered by the Center , they lead to a system of lifetime business learning which can be shared with others and carried on the hard-drive of a laptop computer . These “selected” pages are designed to help you maximize the value of the system and understand the contents. You may want to pass this “sample pack” along to other associates interested in building their business and management advisory skills. (Note that page numbers are from the original volume) vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks Management Reference Library/Knowledge The PVA System ™ vol. III Marketing & Background Library

3. Volume I of the three-volume set is packaged in two binders for future expansion. Day 1 & Day 2 of the training program are summarized in Volume IA of the Training and Reference Guide (TRG). Day 1 (144 pages) covers the basics on becoming a better business advisor including guidance from Jerry Atkinson, a CPA who has made the transition. Day 2 (249 pages) covers the basic use of the PVA System, sales through gross margin. A complete copy of the “PVA Client Marketing Presentation” (over 80 slides to choose from) and “About the PVA Disks” are open in volume III for your inspection. Presentation notes contain additional information in “sound bytes” related to the slide and reference pages in our management library or special reprints. vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks Management Reference Library/Knowledge The PVA System ™ vol. III Marketing & Background Library

4. Volume IB of the Training and Reference Guide (TRG) contains ideas and tips to be covered in days 3 and 4 of the training program. Day 3 (233 pages) covers operating expenses, asset management, and holistic projects. How to use the PVA framework in dialog with your clients is also discussed in detail. Day 4 (176 pages) covers liabilities, cash flow, ratios, valuation, and marketing as well as how to build your own industry/practice knowledge base using the power of the internet. Note that Volumes III and IV contain the Special Reprints on such topics as Mezzanine Capital and Private Placements which can be used for staff and/or client information. vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks Management Reference Library/Knowledge The PVA System ™ vol. III Marketing & Background Library

5. Volume II contains over 400 full-sized worksheets as they look when printed or presented as PowerPoint slides. These can be copied and used as reference and/or the basis for client presentation and discussion guides. In no case will you use all slides with a given client. These slides are linked to an Excel spreadsheet you can customize for each of your clients. The worksheets, comments, and how to use them are included on the disks. Note the “worksheets” in the small footer. Data for a hypothetical benchmark company with 100 employees and $10 million in sales is included. vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks Management Reference Library/Knowledge The PVA System ™ vol. III Marketing & Background Library

6. Volume III contains several tabs, two of which you can preview prior to accepting the product and license agreement. Tab A - Contains the complete PVA Client Marketing Presentation in full slide format. Tab B - Contains the license agreement, the PVA disks, F requently A sked Q uestions ( FAQ ), a quick reference guide, and information on how to use the PVA Disks . Tab C - Contains PVA Quick , a smaller version of the worksheets. Tab D - Contains Required Readings including selections from the Harvard Business Review and client marketing materials. Tab E - Contains over 45 Special Reprints you can use to inform your staff and clients on specific subjects ( two examples follow ). Tab F - Contains space for future issues of The Journal for Management Advisors . vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks Management Reference Library/Knowledge The PVA System ™ vol. III Marketing & Background Library

7. The Management Reference Library comprises a series of books and tapes representing over 200 years of research. These form the common knowledge base for the PVA System. Tapes included with the initial system are: Flight of the Buffalo Mean Business Other tapes and books may be ordered through The Center or Amazon.com. Version 1.2 adds a series of favorite internet sites that can be used to build your own industry and practice focused knowledge base. vol. IA TRG Day 1&2 vol. IB TRG Day 3&4 vol. II Work Sheets PVA Disks Management Reference Library/Knowledge The PVA System ™ vol. III Marketing & Background Library Built to Last Lean Thinking