GENERATIONAL EQUITY

Develop Human Capacity and Economic Development Location: Texas, USA #69024 Sign NDA ► 2025 Revenue Est. $2,000,000 Social Enterprise Est. Value Range $12.5M - $20M 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. Milt Flinn Senior M&A Advisor mflinn@generational.com Office: 941-730-0199 Generational Group 3400 N. Central Expressway, Ste. 100 Richardson, TX 75080 Fax: 972-392-8564 BUSINESS HIGHLIGHTS: This Company is a social enterprise, dedicated to addressing poverty through education, training, and community development. With over two decades of experience, the organization offers a range of services, including professional development workshops, publications, and consulting, aimed at equipping individuals and institutions to effectively engage with and support economically diverse populations. All protected by copyrights and trademarks, the Company has delivered content to more than 1.6 million individuals and trained over 10,000 certified consultants across a wide range of sectors including education, workforce development, healthcare, first responders, corrections, and community coalitions. With a deeply embedded national presence, the Company is regarded as a leader in providing scalable solutions for poverty reduction and systemic change. INVESTMENT BANK OF THE YEAR 2016 - 2017 - 2018 - 2022 COMPANY STATS: > Founded in 1996 > 7 FT & 2 PT Employees > 1,550+ Active Accounts > 14,500sqft Facilities > 48% Repeat Business Rate INVESTMENT APPEAL: • Multi-Channel Delivery: The Company offers a broad array of content delivery options including in-person workshops, live virtual trainings, on-demand video courses, and both physical and digital publications. This multi-channel model allows the Company to meet varying client needs and preferences while expanding its reach across education, community development, and institutional markets. It also enables customers to engage on a recurring basis, whether through initial onboarding, follow-up training, or broader organizational rollouts. • Integrated Technology Infrastructure: The Company operates on a modern, cloud-based tech stack that includes Salesforce, WooCommerce, LearnDash, and Zapier to support streamlined lead tracking, sales execution, course delivery, and customer communication. This infrastructure enables the Company to deliver high volumes of content efficiently and to manage relationships across a large and growing customer base with minimal manual overhead. • Mission Driven Value: The Company delivers structured, research-based solutions that help institutions and individuals create lasting change. The Company's frame works around "informational and relational systems" have shown measurable outcomes in improving student behavior, reducing workforce turnover, and strengthening community partnerships. As social impact becomes increasingly valued by both public institutions and private corporations, the Company's ability to offer replicable models with demonstrated ROI of $5-$20 for each dollar invested makes it a compelling partner for clients seeking social value and operational effectiveness. • Extensive Content Portfolio: The Company owns and self-publishes more than 145 copyrighted works, including bestselling books, facilitation guides, curricula, and training presentations. This depth of proprietary content allows the Company to deliver differentiated training programs across multiple sectors while controlling product quality, pricing, and distribution. GROWTH OPPORTUNITY: > Expand Into Corporate Market > Social Impact Validation > Program Expansion > Sector Diversification

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