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#66780 SIGN NDA ► REVENUE | EBITDA 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. Randy Bernard Senior M&A Advisor Email: rbernard@generational.com Office: (303) 717-7884 Generational Equity, LLC 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS Based in Montana, the Company is a professional collection services provider. The Company specializes in accounts receivable management as well as other debt recovery along with related services including process serving and merchant processing. Aside from the medical collections sector (72% in 2023), the Company also serves the dental, property management, financial, and other markets (28%). Customers are primarily located in Montana (90% in 2023) as well as Wyoming and Idaho (10%). All staff and personnel are trained in the Fair Debt Collection Practices Act (FDCPA), which is the federal legislation act governing collection agencies. The Company's low turnover rate insures knowledgeable and dedicated staff to help any consumer who calls as well as compliance to protect the Company and its customers. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 COMPANY STATS Long History of Operation 95% Rate of Revenue from Repeat Business 9 Full Time Employees INVESTMENT APPEAL Strong Client Relationships: The Company has many strong and longstanding client relationships, and a high rate of repeat and referral business. Low Employee Turnover: The Company's employee base is experienced and tenured, trained and supervised to operate in adherence to the Fair Debt Collection Practices Act (FDCPA). Some key personnel have been with the Company for 10-15 or more years. Outstanding Growth Opportunities: There are numerous opportunities to grow the business through addition of new clients, expansion within current clients, and geographic expansion. Ownership has been comfortable with the size and profitability of the business and has chosen not to pursue growth opportunities. Multi-State Licensing and Reach: The Company is licensed to collect in Montana, Wyoming, Idaho, and North Dakota. GROWTH OPPORTUNITIES Add Sales and Marketing Expand Customer Base Expand Geographic Markets Professional Collection Services Provider LOCATED IN MONTANA $1.8M 2024 Revenue (PROJ) $530K 2024 EBITDA (PROJ)