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Profitable Historical Financial Asset Recovery Firm #61786 DISCLAIMER: All information contained in this document has been provided by the subject company to Generational Equity and while believed to be correct has not been verified. Accordingly, Generational Equity makes no representations or warranties as to the accuracy and truthfulness of such information. The recipient hereof acknowledges that Generational Equity shall not be liable for any loss or injury suffered by said recipient in any way connected to the delivery by Generational Equity of this document. At all times Generational Equity and its affiliate network members is an agent for the seller and not for the buyer. Generational Equity's fees are paid by the seller. Phil Pizzurro Managing Director Email: ppizzurro@generational.com Office: 972-567-9749 Generational Group 3400 N. Central Express Way, Suite 100 Richardson, TX 75080 NDA Link: NDA 64090 BUSINESS HIGHLIGHTS The Company specializes in li ga on se lement recovery services. Specifically, the Company assists clients, in mul ple industries, recovering the maximum amount due to them from a resolu on of a se lement that the client may or may not have been aware of prior. In addi on to the high-quality services and exper se provided, the Company expects to con nue growing via recogni on/referrals and internal sales. Addi onal Company Info Founder Owned 300+ Ac ve Accounts Na onal Reach INVESTMENT APPEAL • Strong Earnings Profile — The Company's EBITDA the past two years was above 60% of sales. • Strong Backlog — The Company is holding a backlog of more than 15 cases that would at a minimum account for $5m in revenues, with poten al to reach more than $10m in revenues. • Na onal Reach — The Company serves clients in all regions of the US. • Modest Ongoing Capital Investment Requirements — Management does not expect a significant investment in capital assets to be required for growth, with $5,000 projected. • Recession Resistant — Demand for the Company's services is counter-cyclical, as economic condi ons worsen, poten al customer looks for systems and procedures to maintain profit margins . GROWTH OPPORTUNITY Increased Sales & Marke ng Growth Via Acquisi on Con nue Growing Reach Serve More Industries Available for Acquisi on Midwestern U.S. Opera ons 2019 Revenue Act. $2,000,000 2019 EBITDA Est. $1,300,000 INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 2019 Customer Markets as % of Sales Investment Services 38% Rubber & Plastic Manufacturing 12% Clothing & Apparel Manufacturing 11% Paper Products Manufacturing 9% Hospitals 9% Flooring Installations 8% Miscellaneous 13% $0.9 M $3.0 M $2.0 M $0.4 M $2.1 M $1.3 M 38.3% 70.0% 64.4% 0.0% 10.0% 20.0% 30.0% 40.0% 50.0% 60.0% 70.0% 80.0% $0.0 M $0.5 M $1.0 M $1.5 M $2.0 M $2.5 M $3.0 M $3.5 M $4.0 M 2017 2018 2019 Sales EBITDA EBITDA Margins 2019 Services as % of Sales Midwestern US 49% Southern US 34% Western US 14% Eastern US 3%
