Merity, Anderson & Associates

Merity, Anderson & Associates is a financial services firm partnering with business owners, executives and management teams across the United States. Our firm focuses on growth sectors and businesses with enterprise values from $2 million and up. Since its inception, Merity Anderson has focused on maximizing value through a customized and strategically targeted methodology. Our services: •Financial Recapitalizations •Enterprise Valuations •Mergers and Acquisitions Services •Exit and Succession Planning Services Merity Anderson brings solid expertise in financial services, enterprise valuations, due diligence, deal structuring, and strategic planning. To learn more, we invite you to contact us for a confidential meeting where we can discuss your specific goals and objectives

Lifetime Retirement Partners

Securities and Investment Advisory Services offered through Osaic Wealth, Inc. Member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. This site is published for residents of the United States and is for informational purposes only and does not constitute an offer to sell or a solicitation of an offer to buy any security or product that may be referenced herein. Persons mentioned on this website may only offer services and transact business and/or respond to inquiries in states or jurisdictions in which they have been properly registered or are exempt from registration. Not all products and services referenced on this site are available in every state, jurisdiction or from every person listed. The third-party comments displayed are not verified, may not be accurate and are not necessarily representative of our client experience.

Capital Family Office

Capital Family Office (CFO) is the ultra-high-net-worth division of Capital Investment Advisors. We emerged organically in response to those seeking dedicated family office services. We aim to deliver highly personalized guidance to affluent individuals and families seeking to simplify complicated lives. A Family Office provides end-to-end solutions for managing the complicated financial and investment obligations required of affluent individuals or families. Its primary wealth management focus is on multi-generational goals and values, ranging in scope from investments to succession planning to wealth transfer to philanthropic giving. A Family Office also facilitates the day-to-day financial affairs of a family, including administration, bookkeeping, and reporting. Managing the unique financial needs of high-wealth families can be complicated. We simplify it. Our advisors design modern, personalized portfolios that integrate diversified private-led investments and unify the governance of all your assets. In other words, we know you’ve worked hard to get where you are, and we aim to give you the peace of mind to enjoy it. It is our privilege to serve as the principal representative for families seeking to harmonize these objectives, and we do so with the same humility and family-oriented values that Capital Investment Advisors has delivered to over 4,000 families since 1996. At Capital Family Office, our clients matter to us. In that capacity, we are Advisors. Investors. Problem Solvers. Empathizers. Teammates. Friends. Family. Review our social media rules of engagement at: https://www.yourwealth.com/social-media-rules-of-engagement/

Compass Financial Solutions

Compass Financial Solutions is an Independent Financial Planning and Management Firm, Dedicated to Offering World-Class End-to-End Service. The principals of CFS began working with clients more than 30 years ago in the Greater Philadelphia Area. Today the firm serves clients in dozens of states with physical offices in Bucks County Pennsylvania and Upstate New York. As an affiliated firm of Commonwealth Financial Network®, CFS offers an educational, non-sales approach that offers a fee-based compensation model, an independent model not influenced by a corporate parent, and a transparent fee structure. Where our competitors fall short is where we strive. Building your plan is just the beginning. We believe our dedication to maintaining healthy communication and plan management is second to none. As the winds of your life change, we’re there to make sure your ship stays the course. This communication is strictly intended for individuals residing in the states of CA, CO, CT, DE, MA, MD, MI, NC, NJ, NY, PA, VA. No offers may be made or accepted from any resident outside these states due to various state regulations and registration requirements regarding investment products and services. Benefit Planning Services, Inc. dba Compass Financial Solutions 19 N West Street Doylestown, PA 18901 P: 215-345-4205 F: 215-345-4207 T: 800-889-0509 Securities and Advisory Services offered through Commonwealth Financial Services, Member FINRA/SIPC ( www.FINRA.org / www.SIPC.org ), a Registered Investment Adviser Please review our Terms of Use at www.commonwealth.com/termsofuse.html

Quadrant Advisory

VISION – to be the trusted banking and risk advisor of choice PURPOSE – we educate and assist business owners and directors to be proactive to get the best out of their financial relationships We create value for our clients by: Our independence – we are not brokers so we are not tied to any financier. Our experience – our combined experience gives our team unique insight into the operational and decision making processes of the banking industry. Our profile – we know, are known and respected by all the institutional financiers operating in Australia, creating a significant advantage for our clients. Our knowledge – we have up to date and extensive industry knowledge and keep clients informed about the latest financial offerings available in the marketplace. Established by partners of Lavan, one of the largest independent legal firms in Western Australian, and an experienced former banker, Quadrant Advisory is an independent advisory firm providing a banker’s perspective to clients both in Western Australia and nationally. The value of your business is maximised when we work as trusted advisors to: • Review your financing facilities and present concise and relevant information to your financier to ensure they meet all your corporate needs taking into account your relationship, debt structure, security provided, fees and pricing. • Provide you with a banker’s perspective in dealing with your financier by giving you a detailed understanding of banks’ decision making processes including risk rating methodology, cost of capital assessment, etc. • Act as your advocate and assist you in discussions with your financier where there is a reduction in communication or a change in your risk profile. • Help you talk to your bank about your succession plan and work with you to achieve this plan e.g. release of personal guarantees. • Provide advice on risk management and corporate governance e.g. large debtor credit risk, Risk Appetite Statement.