8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission BROADVIEW ADVISORS & COMPANY Corporate Profile

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission Company Overview Broadview Advisors & Company, INC is a premier full service business and financial advisory firm. Our experienced advisors has provided accounting, tax, financial advisory, strategy and management consulting services to numerous satisfied small and midsized corporations, nonprofit entities and high net worth individuals. 5+ active practice areas 9+ industries Business sectors 40+ years Team Experience

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission To be the best known, hands-on business advisory & consulting firm for small and medium-sized businesses in the Maryland, DC and Virginia area. To make available to small and mid-sized businesses, the business advisory solutions and expertise typically only available to large well capitalized companies, enabling them to achieve their long-term financial, economic and operational vision. Our Vision Our Mission

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission Honesty & Integrity Professionalism & Transparency Excellence, Efficiency & Economy Ethics & Confidentiality Reliability & Competency Objectivity & Best practices Team Work Core Values

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission DEVELOPMENT & TRAINING  Back Office Support Solutions (BOSS) All-inclusive business accounting packageAll-inclusive business accounting package Manage entire back office for small and mid-sized businessesManage entire back office for small and mid-sized businesses AP, AR, reconciliation, budget planning, expense reports & reimbAP, AR, reconciliation, budget planning, expense reports & reimb Tax servicesTax services  Finance & Accounting Bookkeeping & Accounting & Preparation financial statementsBookkeeping & Accounting & Preparation financial statements Development of financial plan & budgetsDevelopment of financial plan & budgets Risk management and outsourced CFO/controllership servicesRisk management and outsourced CFO/controllership services  Tax Services Business tax planning and preparationBusiness tax planning and preparation Individual tax planning & preparationsIndividual tax planning & preparations IRS representations and audit servicesIRS representations and audit services Outsourced Services

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission  Business Advisory & Management Consulting Outsourced Chief Strategy Officer/ CEO servicesOutsourced Chief Strategy Officer/ CEO services Business advisory solutions; B-plan, Valuation, Mergers & AcquisitionBusiness advisory solutions; B-plan, Valuation, Mergers & Acquisition Healthcare consulting servicesHealthcare consulting services Accreditation services – CARF, MBE, 8aAccreditation services – CARF, MBE, 8a Business licensure services – RSA, Home Health, Mental HealthBusiness licensure services – RSA, Home Health, Mental Health  Growth Strategy Development Development & Execution of sales, business and marketing planDevelopment & Execution of sales, business and marketing plan Market entry strategies and development of new businessesMarket entry strategies and development of new businesses  Capital Raising Development of investor or banking book for capital raisingDevelopment of investor or banking book for capital raising Deal structuring and Financial AnalysisDeal structuring and Financial Analysis Business line of credit and business loan raising servicesBusiness line of credit and business loan raising services Outsourced Services

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission  Broadview Business Institute Financial modeling, valuations, LBO trainingsFinancial modeling, valuations, LBO trainings Business Analyst training programBusiness Analyst training program Financial Analyst training programFinancial Analyst training program Staff Accountant training programStaff Accountant training program Understanding Financial StatementsUnderstanding Financial Statements Hands-on QuickBooks trainingHands-on QuickBooks training Preparing for Exits: Unlocking value through IPOs, M&APreparing for Exits: Unlocking value through IPOs, M&A Capacity Development & Training

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission DEVELOPMENT & TRAINING We take our Outsourced Business Functions and Capacity Development training program and deliver it in house for 8 to 10 business owners. Additional services provided include: Access to seasoned business advisorsAccess to seasoned business advisors Professional working environment with ready to use office spaceProfessional working environment with ready to use office space Full suite of office services and supportFull suite of office services and support Finance & Accounting services supportFinance & Accounting services support Marketing and Business Development SupportMarketing and Business Development Support Capital Raising ServicesCapital Raising Services Opportunity to collaborate with other entrepreneursOpportunity to collaborate with other entrepreneurs Flexible and affordable rental commitmentsFlexible and affordable rental commitments Business Incubator

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission Our team can meet your business needs across the following sectors ICTENERGYINDUSTRIAL LOGISTICSGOVERNMENTAUTOMOTIVE CONSUMER GOODS HEALTHCARESERVICES Industries we cover

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission Ivy-League/top universities trained business executives Broadview Advisors Our unique approach of developing clear understanding of specific business, financial situation & objectives. Affordability, flexibility and customized business advisory solutions Extensive experience & expertise of our advisors in relevant industries Our philosophy of helping clients make substantial improvements in their performance and build a great firm Doing what’s right for our clients. Period! That all that matters! Why Us: Our Team of Advisors

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission How We Work Step1: define your needs Step 2: collaborate and develop a solution Step 3: efficiency and improved performance efficiency and improved performance

8757 Georgia Avenue, Suite 440, Silver Spring, MD Phone: Your Vision Is Our Mission Thank You! View our videos on YouTube Channel View our videos on YouTube Channel YouTube ChannelYouTube Channel Connect with us Face Book Face BookFace Book