WHY&HOWC A N W E S H A R E T R U S T ?

You & The Financial Industry

At the intersection of the $10.8 Trillion financial services industry and family,private and small cap public businesses. is the powerful influence of thisindustry; it's design, creation and promotion of products and financial servicesto financial assets, legal structures, taxation and financial strategies.

This does not comfortably fit with an operating business or it's owner, as manyfounders discover when they engage this industry. Business, financial, legaland tax advisors find it difficult to understand the owners' opinions orexpectations as compared with their own. How are you challenged in working with your advisors?How would you rate what you want vs what they are able to do?

The financial services industry poorly understands the concentrated wealth ofa family business. The advisory constituents are not preparedfor the founder's opportunity vs risk focus, return expectations based onhis/her performance nor the founder or family dreams. With whom have your shared your dreams and expectations?

Companies such as UBER, AirBNB, Ebay and others refashioned their industries' to successfully deliver products and services. They've become 21stcentury industry leaders. We are doing similar in disrupting the intersection offamily businesses of many sizes, with the financial services industry, onebusiness and family at a time. Should you explore whether to work with us? Yes. Learn more here.

Owners have no idea of their susceptibility to the fee-versus -value received dynamic when confronted with the myriad ofadvisors involved in growing businesses, transformations andbusiness or wealth transactions or family transitions.

Nor can they see the incalculable consequences of theiradvisors' not understanding this most valuable asset.

What would you say if you could have different kinds of trustedadvisors that understands your most valuable asset from aholistic approach and longer view perspective while aligning thediffering wants and views of those involved?

These are just some of the things we discuss in deeperconversations to learn what matters to you.

The 30,000 Ft View

Let's StartWith Relationships

Business owners and their business are both complex anddynamic.

Perhaps it’s the influence of advisory relationships; legal, tax orfinancial that the conversations about stepping down or amajor shift is most always viewed as a transaction with anoutcome of money to be preserved and managed.

Are YOU a transaction? Of course not. However, YOU, theliving, breathing person with dreams, wants and expectationsand that struggles to adjust to the post-transaction period,a transition, are NOT their focus.

Vesting your future solely in the hands of folks who don't wantto or can't hear or understand you is not a recipe for happyoutcomes.

Would you like to know what does?

When Options &Opportunities Are Not Clear

Is the business where you want it to be? Revenue, growth,value?What is your purpose for the business?What are expectations of family members that may coloroptions?Do advisors and staff know your wants or dreams?Are decisions without consensus or clarity of outcomes?

If the answers to one or more is "no" or "I don't know" then itsin your interest to begin with a conversation with us,Strategic Architects to both family and your business. Seepage 7.

When The Only OptionYou Hear is a Full Sale

of Your Business

A last minute decisionYour advisors are pushing actionIt’s not the amount of capital you felt entitled toYou did not work on growing the businessYou did not “fix” what would command a higher price from abuyerThe results are subparNo sense of direction, purpose or opportunitiesFamily members have their own deferred wants andexpectations

Are You Dealing With the Right Folks?What Happens Next

What would you like the result of a growth transformation, a businesstransaction or family transition to look like and why?

We are a blend of strategic architects for the deeper conversationsnecessary to move forward and for an initial glimpse of valuecreation, focused on owner and business first. If we move forward, thesame conversations will be with all adult family members.

The baseline of the business shapes options for the business. Assemblingthese inputs into a road map sets the stage to maximize results driven byfamily expectations and owner dreams. We execute on this..

How We Create Value At Any Point of Entry

A Deeper Conversationadds clarity & purpose

What Would You DoWith More Time, Harmony,

& Peace of Mind? Business Owners Are Getting the Short End of the StickOptics of Bankers, Lawyers, Accountants, AdvisorsSilos of Knowledge vs Limited KnowledgePlenty of Technical Planning Advice, Lack of Strategic Execution

Our Commitment to You is a Longer Term Strategic Relationship

So you are best able to see around cornersInvest in knowledge and relationships that create valueAligned views of those working for youTo think and plan strategicallyTake on new business endeavors with confidence and purpose

Our currency is knowledge, wisdom, insight and relationships to theowners and builders of business wealth as trusted advisors when theyneed to accelerate growth, decide to hold or sell their business orsustain a multi-generational business legacy as a family of significance.

These are scarcity pools of finance, value creation, intangibles andhuman capital knowledge not found in the financial services, legal oraccounting industries.

Invest in Your Future Let's begin today as your future & legacy are too important

to leave to those who are well intended but don't know.

What We Do First: Establish Confidence, Why Have Trust?

We work on the deeper conversations first. This benefits ownerwith clarity of the longer view and establishes confidence. Italso provides us with the first insights. A relationship and trust,however, takes time and mutual effort.

Replicating this conversation can occur with all adult familymembers as well as advisors. In other words this can take 1 dayor 6 months or even a year, depending on scope.

At the same time, we do the baseline assessment of businessperformance, growth and value.

We can do these on a performance fee basis - which lowersthe up front and means we put skin-in-your-game and accumulate the balance until we conclude.

If we move forward, we make every effort to use your staff andadvisors but we may have to augment with some of our staffand constituents.

Enhancing Your Success,Today & Tomorrow

Strategic Value ArchitectCarl Sheeler, PhD, ASA, CBA, CVA2049 Century Park East, Suite 2525Los Angeles, CA 90067Phone: 1-310-499-4842 CA 1-646-328-1981 NYEmail: csheeler@thinkbrg.com

Strategic Architect, Deeper Conversations Robin Coady Smith1330 Avenue of the Americas, 23rd FlNew York, NY 10019Phone: 1-646-328-1982Email: robin@prcio.com

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