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Phase I

ASSESSMENT MEETING: Consultation and assessment meeting(s) to discuss the operation and history of your company and to explain the process in divestiture, re-capitalization or credit facility and gain concurrence before going to market.

DETERMINATION OF YOUR OBJECTIVES: It is very important that your personal needs and requirements be fully understood prior to the initiation of the process. This is an important element of any marketing plan and transaction structure.

REVIEW OF THE BUSINESS: Transactional readiness review of the business, facilities and all assets, including phantom assets; business history; management structure; employees; customer base; operations; financial statements; tax returns; marketing programs; and growth potential.

PRICING THE COMPANY - Net to You: Preparation of historical financial performance comparisons and projections for estimation of a value range based on tangible & intangible assets, and identification of phantom values that can sometimes significantly increase the transaction price. This includes a "net-to-you" after closing summary; tax strategy; financial value strategy and planning to ensure our client's decision is sound and in keeping with their life style.