GENERATIONAL EQUITY

Healthcare Contact & Enrollment Center Markets: Insurance Providers & Hospitals #68337 Sign NDA ► 2025 Revenue Est. $15,000,000 2025 EBITDA Est. $4,000,000 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. Jon LePage Senior Vice President - M&A Email: jlepage@generational.com Office: 972-232-1171 Generational Group 3400 N. Central Expy, Ste. 100 Richardson, TX 75082 Fax: 214-764-1364 BUSINESS HIGHLIGHTS The Company is a leading healthcare contact center that specializes in member and patient engagement for both the payer and provider markets. The Company assists clients with helping their members navigate complex health plan enrollments, as well as other services that include invoicing, premium payment processing services and member-centric call center solutions. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 - 2024 GROWTH OPPORTUNITY Scalable Infrastructure New Offerings in 2025 INVESTMENT APPEAL • High Earnings Growth—EBITDA has consistently increased over the last several years and is expected to increase from $3.2 million in 2024 to $4 million by FYE 2025. • Strong Revenue Trajectory—Historical sales have grown from $5,810,000 in 2022 to $14,200,000 in 2024, representing a compound annual growth rate of 56.3%. • Significant Barrier-to-Entry—HITRUST and SOC-2 Type II certifications allows the Company to meet a wider range of customer and prospect security requirements. The HITRUST Certification and SOC 2 Type II attestation processes provide a strong third-party validation and required for major healthcare systems and insurance groups. • Blue-Chip Healthcare Clients—The customer base includes major insurance carriers and hospital systems. • Strong Net Working Capital—As of December 31, 2024, current assets totaled $4,157,000 with current liabilities of $1,263,000, representing a Net Working Capital (NWC) of $2.9 million. Revenue Performance COMPANY STATS 160 Non-Union Employees 95% Customer Retention HITRUST Certification SOC-2 Type II Customer Markets

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