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Completion of preliminary analysis, research, review, investigation and presentation

materials to:

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• Consistently lower costs of professional services

• Minimise redundancies, losses and errors

• Expediently meet or surpass relevant deadlines

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Consulting services including:

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• Extensive introductory interview(s) and mutual agreement of objectives and services

• Comprehensive portfolio analysis of personal and corporate financial statements, business plans, credit facilities, estate planning documents, offering memorandums, legal and other relevant documents

• Coordination and effective communication with related personal and professional stakeholders

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Documentation assistance with the completion of stakeholder forms and documents:

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• Profile Statements, Account Opening and Amendment Forms

• Loan Applications and Government/Policy Forms

• Business Plans and Presentational Materials

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Investigative and preliminary research services for:

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• Venture Capital

• Personal and Corporate Investment

• Additional Lines of Business

• Brokerage of Potential Partnerships

• Relocation and Expansion

• Philanthropic Interests

• Service Providers and Vendors

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Activist support and attendance for:

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• Family and Stakeholder Meetings

• Medical, Legal and Vendor Meetings