The Business CFO typically accounts and reports on business activities and performance. Some also serve as "gatekeepers" to the owner. Yet a great deal gets left unattended when when the founder/client wants CFO to help with finance based projects. How we help Law and Accounting firms increase their opportunities and enhance revenue through entrepreneurship and financed based projects instead of wealth management, which does not distinguish the tax firm at all. . We also help them get closer, as a family steward which is more highly valued by both owner and family generations.

1. LensLens
ExpectationsExpectations
The
Future
The
Future
BRG Privatus CI3O
The Business CFO
To Entrepreneurs
& Their Businesses
Pitch Book. 2016
Go When Thriving, Transitions
INTRODUCTION
Value is more than a number.
It’s a client story. We listen. Then
we provide options or find
answers for strategic guidance
to assist entrepreneurs, family,
and their most trusted advisors;
1) options for the business;
equity sale, divestiture,
merger & acquisition,
growth, transfer vs retain
and transitions
2) opportunities plus risk
management for owner
and family; and
3) strategy preparation and
navigation of these
elements to leverage
both remain dynamic
Engagements are customized
and priced based upon scope
and complexity.

2. IT’S TIME FOR ACTION
Your Client’s Operating Business. Your Stake in their
Future. Our Value is We Leverage Yours and Theirs.

3. Your Client Has Lofty Ambitions
Investor Capitalist
Privatus CI3O All Right Reserved @2015
Lifestyle Transformative

4. What The Results Can Look Like
CFO, Trusted Advisor, Firm
• Higher Revenue Streams, Deeper Valued Relationship with Family
• Premium business value; 2X or more, Higher offers, More options
• Discussions evolve; less about investments and taxes, more about entrepreneurship
Owner & Family
• Raise the bar on success; a premium transaction with family cohesion
• More opportunities for owner and family, next generations – a capitalist role or other
and legacy
• Simplified technical guidance and a clear roadmap enables high quality execution
with A-Team advisors.

5. Along The Way We Solve Points of Pain
For the CFO, Trusted Advisor, Firm
Win the Hourly Rate Battle
Expansion of sources of revenue
Uncertainty of Future with Family, post-transaction
For Owner & Family
Diverse Expectations, Interests, Goals
Premium Expectations of the transaction, subpar results
What Are Our Options?
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6. The Target Audience
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• $50Million to $500Million- middle market
• $500Million to $3Billion – larger private and small cap public markets
A family with business interests of most all sizes, board and C-suite, their staff
and advisors deserve to know their best options & opportunities

7. STARTING TODAY, LET’S AIM HIGH,
RAISE THE BAR & DO “SOMETHING” NEW,
TOGETHER
Privatus CI3O @ All Rights Reserved

8. Leading With What a Client Wants
A problem we can solve
An Owner/Entrepreneur should be able to step down from their business when they are
ready without fear the business isn’t worth what they assumed and with no idea of what
they want to do next. Many wait too long. The fight may be gone and the business may
be less profitable.
A solution we offer to the ideal client
A strategic forward thinking plan, a constituent ecosystem, an enterprise framework, family
derived strategy supported by governance, risk oversight, succession, transition and
execution oversight. The right skills can do the heavy lifting regularly.
Privatus CI3O @ All Rights Reserved

9. Our Strategic View of Opportunity
Privatus CI3O @ All Rights Reserved
A world of opportunities open to your firm, yourself and your client
By modifying the discussion from taxes, revenue and profits to vision-oriented and a
strategy that everyone is geared around and subsequently drives risk management and
enhanced shareholder value.
Needless to say there are many "soft" issues that cannot be ignored and should be
integrated during the process as opposed to being reacted to and addressed in an ad hoc
matter.
If nobody but your client understands what s/he wants, let’s change that so everyone is on
board.

10. BRG Privatus CI3O - Guidance
Privatus CI3O was formed with uncommon insight, skills, and knowledge of its founders
With a blend of
BRG - Tangible Guidance- technical
• How to Grow a Thriving, Sustainable Business; c-suite, boards, advisors, family
• Business Risk Oversight & Management with Options – identify, measure, manage, mitigate
Privatus Intangible Guidance– family centric
• Servant Leadership – How We Conduct Ourselves. Preparation, Resolving the 6T’s*, Strategy
• Chief of Staff - Demystify tradeoffs. Candor. Execute on business strategies, transitions and legacy building
• Strategic Value Architect - influences value and knows how to harness trusted advisors’ wisdom - A
formal ecosystem, an enterprise framework, alignment of optics, harmony of expectations
Privatus CI3O Services, All Rights Reserved@2015
* transfers, transactions, transitions, transformations, taxes, trouble (disputes)

11. Privatus CI3O @ All Rights Reserved
How Much Your Client Gets to Keep, Matters
During and post‐transition the question becomes how much does your client
get to keep when the business wasn’t “fixed”, “gut feel” was the motive,
interests and expectations are misaligned and now supporting lifestyle starts:
THIS IS THE OLD APPROACH
WE’RE HERE TO HELP YOU DO SOMETHING NEW

12. Why We Formed Privatus CI3O
Privatus CI3O @ All Rights Reserved
The purpose of Privatus CI3O to act on the gaps, flaws and the weaknesses of competitors in the
business and financial services industries in serving family businesses and their owners.
Neither BRG nor Privatus CI3O are law, accounting or wealth management firms. We are family
Chief of Staff, a blend of finance and management with high EQ/IQ. We are there for as long
they want us to be. We augment. We do not replace existing firms or advisors.

13. Privatus CI3O @ All Rights Reserved
We offer a brief "taste" of client assistance as a
prequel to a full engagement.

14. Privatus CI3O @ All Rights Reserved
Experience What It Feels Like to Exceed Your Client’s
Expectations

15. Here’s To Your Success
Privatus CI3O Services, LLC All Rights Reserved@2015
15
Robin Coady Smith
1330 Avenue of the Americas, 23rd Fl
New York, NY 10019
Phone: 1-646-328-1982
Email: robin@prcio.com
Carl Lloyd Sheeler, PhD, ASA, CBA,
CVA
2049 Century Park East, Suite 2525
Los Angeles, CA 90067
Phone: 1-310-499-4842 CA
1-646-328-1981 NY
Email: carl@prcio.com or
csheeler@thinkbrg.com
Web: www.prcio.com
www.thinkbrg.com