Artificial Intelligence For Accounting Domination

Confidential. Copyright by Toolbox OS Inc. All rights reserved.

We cannot solve our problems with the same thinking we used to created them.

Scorekeeper Software

Is An A.I. Platform For Automating Accounting

OUR MISSION:

ACQUIRE ACCOUNTING FIRMS AND INCREASE

VALUE THROUGH TECHNOLOGY

THE

PLAN

AUTOMATION W/ ARTIFICIAL

INTELLIGENCE

(MARGINS)

PRIVATE EQUITY

ROLL UP

(MARGINS)

ACCOUNTING

MULTI-LOCATION

“SAAS” SOFTWARE

(MARGINS)

WHAT’S

UNIQUE

ABOUT

OUR

MODEL?

BOOMERS

Aging Baby Boomers With No Succession Plan

CLIENT NICHES

Firms Wanting Specialty Client Niches

VALUATIONS

Compliance-Driven Firms Reducing In Value

TAX / AUDIT

Tax & Audit Practices Moving Consulting Model

TECH BUYS

Value-Added Tech Purchases Merged In

STRATEGIC M&A

Pickier And More Strategic Buyers About Alignment

A UNIQUE & SHORT ‘WINDOW IN TIME’

HOW A.I. & TECH IS CHANGING ACCOUNTING FOREVER

EXITS

The Exit-Motivated Players Are Increasing

GROWTH M&A

~66% Of Future Growth Will Come From M&A

AUTOMATION +

VALUE-ADDED

SERVICES

(EBITDA)

IN-HOUSE

PROPRIETARY

TECHNOLOGY

(MULTIPLE)

VERTICAL

MERGER

PORTFOLIO

(MULTIPLE)

HOW WE INCREASE

ENTERPRISE

VALUE OVER 100% IN 1 YEAR

  • 42,300 Small Accounting Firms
  • @ Top 7% = About 3,000 targets
  • 15 Acquisitions = $50M in Funding
    $60M Revenue on $12M EBITDA
  • EBITDA Increase = 200%
    ~$150M Revenue on ~$24M EBITDA
  • Valuation Multiple Increase = 200%
  • Valuation = $200M+ (per tranche)

*Based on current market valuation metrics and consistent with industry valuation averages.

THE ROLL UP PLAN BASICS per tranche...

$12M

Acquired EBITDA

Capital Req’d

Acquired Revenue

$60M

$50M

$60M

$50M

$60M

$50M

$60M

$50M

$60M

$50M

$300M

$250M

# of Acquisitions

15

$12M

15

$12M

15

$12M

15

$12M

15

$60M

75

Acquired EBITDA

Capital Req’d

Acquired Revenue

# of Acquisitions

5 TRANCHES OF STRATEGIC ACQUISITIONS:

- MOTIVATED SELLERS IN A MARKET RIPE FOR DISRUPTION -

Roll Up Value = $300M+ tech-enabled service revenue on 20% EBITDA

Tranche 1

Tranche 2

Tranche 3

Tranche 4

Tranche 5

TOTALS

AS A NATIONAL BRAND

(acquiring sellers who exit or want to scale)

ROLL OUT: TRANCHE #3

ROLL OUT: TRANCHE #5

ROLL OUT: TRANCHE #2

ROLL OUT: TRANCHE #4

ROLL OUT: TRANCHE #1

In the US, the majority of business services are purchased in states of Florida, Texas and California. These states will be the focus states for 75 acquisitions.

The board believes that this roll out plan (by state) of target acquisitions is key to the scalability of the operations of the company. Below is a visual of the plan (state by state) for operational efficiency and max enterprise value.

Florida #2

Texas #2

Florida #1

Texas #1

A REGIONAL APPROACH TO NATIONWIDE ACQUISITIONS

California

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

~$10M

(3 acquisitions)

$50M

(15 acquisitions)

$50M

(15 acquisitions)

$50M

(15 acquisitions)

$50M

(15 acquisitions)

$50M

(15 acquisitions)

Tranche 1

Tranche 2

Tranche 3

Tranche 4

Tranche 5

TOTALS

REGIONAL LEADERS ARE DEVELOPMENT PROFESSIONALS WITH A QUOTA FOR ACQUISITIONS

TOTAL

$50M

$50M

$50M

$50M

$50M

$250M

REGION

A UNIFIED SCOREKEEPER BRANDING STRATEGY

ANY ACCOUNTING FIRM CAN JOIN THE SCOREKEEPER FAMILY

40 - 50 Year Old

50 - 60 Year Old

60 - 65 Year Old

65 - 70 Year Old

70 - 75 Year Old

30 - 40 Year Old

MOTIVATED SELLERS: DEMOGRAPHICS & REASONS FOR SELLING

Better Lifestyle w/ Scorekeeper

Better Lifestyle w/ Scorekeeper

Best Retirement w/ Scorekeeper

Best Retirement w/ Scorekeeper

Best Retirement w/ Scorekeeper

Scale Faster w/ Scorekeeper

Reason For Selling

Demographic Group

Moving your firm to Scorekeeper will make life easier

Moving your firm to Scorekeeper will make life easier

Selling your firm to Scorekeeper will make you most money

Selling your firm to Scorekeeper will make you most money

Selling your firm to Scorekeeper will make you most money

Moving your firm to Scorekeeper will make you more $

Hook Of The Message

$100,000

Consulting

$500,000

$200,000

CFO/Controller

$400,000

$375,000

Payroll

$200,000

$10,000

Tax

$300,000

$100,000

Audit

$400,000

$125,000

TOTALS

$2.3M

$1,125,000

100%

$150,000

150%

$40,000

25%

$80,000

25%

$100,000

25%

$570K

100%

EBITDA

EBITDA w/ Tech

Gross Revenue

EBITDA Uptick

$100,000

Bookkeeping

$500,000

$225,000

125%

EBITDA

EBITDA w/ Tech

Gross Revenue

EBITDA Uptick

LEVER #1 OF OUR STRATEGIC SPINE:

- AUTOMATION & A.I. FOR 100% INCREASE IN EBITDA -

EBITDA & SALES

EBITDA & SALES

EBITDA

EBITDA

EBITDA

TOTALS

EBITDA & SALES

+ $4,000

+ $5,000

$750,000

+ $6,000

$600,000

+ $5,000

$250,000

+ $5,000

$200,000

+ $5,000

$200,000

+ $28K

+ $2.6M

150 (37%)

+ $4,000

100 (25%)

+ $4,000

50 (12%)

+ $4,000

40 (10%)

+ $4,000

40 (10%)

+ $22K

+ 680

EBITDA

EBITDA Uptick

Revenue

# of Invoices

+ $2,000

+ $2,000

$600,000

300 (75%)

EBITDA

EBITDA Uptick

Revenue

# of Invoices

LEVER #2 OF OUR STRATEGIC SPINE:

- VALUE ADDED SERVICES FOR 100% INCREASE IN LTV/EBITDA -

$2.3M

$570K

4,000/year

ACQUIRED ENTITY

NEW TOTALS

Value Added:

CFO/Controller

Value Added:

Automation Tools

Value Added:

Sales/CRM Tools

Value Added:

Loans/Funding/Finance

Value Added:

Misc. (100+ services)

Value Added:

B.I Dashboard

$12M

Acquired EBITDA

EBITDA w/ Lever #2

Capital Invested

Tranche 1

$50M

$48M

Tranche 2

$50M

$48M

Tranche 3

$50M

$48M

Tranche 4

$50M

$48M

Tranche 5

$50M

$48M

TOTALS

$250M

EBITDA w/ Lever #1

$24M

$12M

$24M

$12M

$24M

$12M

$24M

$12M

$24M

$60M

$120M+

Acquired EBITDA

EBITDA w/ Lever #2

Capital Invested

EBITDA w/ Lever #1

THE STRATEGIC EXIT OF A TECH/SERVICE HYBRID:

- A BILLION DOLLAR ARBITRAGE ON SLUGGISH ASSETS -

Estimated Value

Estimated Value

$480M

$480M

$480M

$480M

$480M

$2.4B+

$240M+

MILESTONES for first tranche of acquisitions...

Acquisitions By This Date

Capital To Achieve

Top Line Revenue

Apr 2020

PRE

2

NA

May 2020

$17M

3

$10M

Jul 2020

$34M

7

$22M

Sept 2020

$45M

11

$34M

Nov 2020

$60M

15

$50M

Mar 2021

Tranche #1 Completed / A.I. Honed

Tranche #2

Completed / A.I. Complete

Mar 2022

Mar 2023

Tranche #3 / Tranche #4

Completed

Mar 2024

Tranche #5

Completed

Start Exit Plan

Mar 2025

Exit To Strategic Buyer

THE TIMELINE

Mar 2020

Scorekeeper Company Launch

Year 1

Year 2

Year 3

Year 4

Year 5

$300M

$250M

$60M

75

Acquired EBITDA

Capital Req’d

Acquired Revenue

# of Acquisitions

$250M

$2.4B

$60M

$240M

Acquired EBITDA

Valuation w/ Scorekeeper

Capital Invested

EBITDA w/ Scorekeeper

POTENTIAL STRATEGIC BUYERS OF SCOREKEEPER

20+ Players In Accounting & Tech Could Be A Strategic Buyer

  • We are targeting practices with 80% bookkeeping work and 20% other work
  • Not looking to acquire firms where over 20% of revenue is tax, payroll, & audit
  • Seller finance and earn-outs will be common and expected on each deal
  • Average multiple on the buy side ranges from 2.2X EBITDA to 5.5x EBITDA
  • It is possible that we will buy the book of business and not the practice
  • May 15 to December 15 is the ideal acquisition season for accounting firms
  • When we approach potential sellers they can:
    • Fold their practice into Scorekeeper to scale (if $300K+ in EBITDA)
    • Sell their practice to Scorekeeper and retire (if $500K+ in EBITDA)
    • Buy our technology (rare) for their practice (pricing is very aggressive)

STRATEGY QUESTIONS… ANSWERED

  • Our tech effectively moves the average bill rate from $50/hour to $200/hour
  • A typical bookkeeper can do 75 clients at a time - our target is 150 clients
  • We will roll tax work into monthly contracts - creating an uptick in MRR
  • Almost 100% flat-rate billing - A.I. to do most of the ‘hourly workload’
  • Just bringing CFO services OR adding a B.I. dashboard should add $150+/m/client - creating nearly 100% increase in revenue in the first year
  • The value-added services mix we will bring will increase LTV fast and big
  • Referral business should spike due to increase in service, increasing LTV
  • 2 main focuses: retention of clients and cultural impact of the acquisition

STRATEGY QUESTIONS… ANSWERED

Question #2

Scale too fast and can’t keep up with the integration and assimilation of each target

Answer #2

We work by region and have a leader in the region - in addition, we have added the team members with experience to assimilate each target

Question #3

Security of increasing and disjointed of acquired customer data and information

Answer #3

Technology prowess and an integrations team to assimilate data and store in private cloud

Question #4

If the A.I. doesn’t work as good as we think

Answer #4

We make an additional investment into the A.I. until it does exactly what we want - meanwhile, we have a profitable accounting firm

WHAT COULD DERAIL OUR PLAN

Question #1

The sellers have a bad business and we just didn’t see it before we bought it

Answer #1

Sellers are in an earn-out with very tight restrictions on acquisition costs associated

HOW WE MITIGATE IT

VALUABLE TIME INVESTED PLANNING THROUGH THE TRAPS AHEAD

THE MARKET

OUR TARGET….

MULTI-LOCATION

ACCOUNTING &

BOOKKEEPING

W/ MOTIVATED SELLERS….

T.A.M.

S.A.M.

S.O.M.

Of 28M small businesses in US, 9.2 million small businesses spend $40K/year or less on accounting and 70% through a small firm (42,300).

With 42,300 small firms (with less than $8M in revenue) led mostly by baby boomers, these firms are potential acquisition targets.

We shall pursue top 7% of the 42,300 small accounting firms and successfully make 75 acquisitions in the next 5 years.

42,000+ POTENTIAL SELLERS in accounting...

MARKET MAKERS a disruption to come...

Account Tech Market Share:

  • 77.56% - QuickBooks
  • 9.74% - Xero
  • 6.74% - Freshbooks
  • 2.71% - Sage Intacct
  • 1.00% - CCH ProSystem fx Suite
  • Less than 1% - 10 Other Players

100+ Players in Accounting Tech or Business Intelligence

IN COMPETITION with Scorekeeper...

Feature

Accountants

CFOs

B.I. Tech

Quickbooks

ScoreKeeper

Compliance-Related Services

*

CFO-Level Reports

*

*

Predictive Analysis

*

Custom Dashboarding

Accounting / Bank Rec.

*

*

Benchmarking Intelligence

CFO-Level Recommendations

*

*You have to pay more or it is not a complete solution. Most do not pay for this but would like the service.

THE PROBLEM

  • Inability of 635,000 accounting professionals and 42,300 “small accounting firms” to give clients what they want, need and demand.

  • Inability of accounting professionals to keep up with technology that competes with them.

“ANTIQUATED ACCOUNTING”

PRACTICES IN SMALL BUSINESS

  • This is the biggest problem in one of America’s Largest Industries

THE PROBLEM….

UNDER-OPTIMIZED

BOOKKEEPERS

& TECH OVERWHELM

TOP 3 REASONS FOR CHANGING ACCOUNTANTS

81% of SMBs change their accountant because one of more of these 3 reasons...

  • Their Abilities: 35%

  • Services Offered: 35%

  • The Cost: 21%

Top criteria when choosing an accountant:

  • Communication 28%,
  • Price 21%,
  • Personality 18%

Location 13%,

Knowledge 9%,

Qualifications 8%,

Online presence 3%

What businesses want from

their accountant are:

  • 32% – Business Strategy
  • 24% – Budgeting
  • 14% – Payroll
  • 10% – General

9 % – Business Service

7% – Nothing

4% – Tax

THE SMB ACCOUNTING PROBLEM

according to research...

  • 1: More Time With Clients: More regular meetings, spending time on issues, status, and future outlook.

  • 2: Better Communication: Clients want timely communication always, regardless of importance.

  • 3: More Proactivity: Regularly reviewing customer’s financial position to find ways to improve or save.

  • 4: Keep With Technology – SMBs expect their advisors to keep up and help with tech.

  • 5: Value-Added Services – It’s not enough to offer accounting - SMBs want other resources.

HOW CLIENTS WANT MORE…

FROM ACCOUNTING FIRMS

*Data is according to research by Sage.

Accounting Firms Need More Of:

  • More billable time
  • More revenue per hour
  • More long-lasting trusting clients
  • More additional value to offer and monetize
  • More success as an entrepreneur

MORE...

Accounting Firms Need Less Of:

  • Less urgent work with hard deadlines
  • Less lower paying tasks or free work
  • Less time doing repetitive / boring tasks
  • Less surprises from clients
  • Less complaining from clients

LESS...

Scorekeeper Helps Accounting Firms Reduce Their Biggest Expense And Get More From Their Greatest Assets…

Their People

THE SOLUTION

“A PERFECT PARTNERSHIP...

BETWEEN MAN & MACHINE.”

A NEW HYBRID

DASHBOARDS WHITE-LABELED to any branding

Scorekeeper Platform Features…

  • Aggregation of existing tech/billing
  • Patented security features
  • Multi-level / multi-location features
  • Username and password storage
  • Real-time bank balances status
  • Standardized chart of accounts
  • Training / learning automation
  • CFO Reporting w/ Custom Dashboarding
  • A.I. Accountant w/ Automated Reconciliation
  • A.I. CFO™ w/ CFO-Level Insights & Actions
  • Tools White-Labeled To Each Client

To provide an automated accounting system that consistently and cost-effectively delivers fundamental accounting services.

THE NEW A.I. CFO

4 MAJOR FEATURES OF ACCOUNTING AUTOMATION:

Automates bank data extraction / processing

Central authority of corporate merchant data

Rules Engine for processing all accounting transactions

Manage all chart of accounts information

If the billable value of a person’s time is $25/hour for example, then Toolbox creates 10X ROI from a $2.50/week cost

Scorekeeper Saves 50%

Of Monthly Accounting

Work Per Month… Year...

Automated bank reconciliation, reports, elimination of data input and standardized chart of accounts - 100% increase in enterprise value

Dashboarding product, increased consulting opportunities, fractional CFO alerts and recommendations - increasing sales opportunities by 100%

INCREASES EBITDA / MARGIN

$$$$$$$$$$$$$$$$

INCREASES ENTERPRISE VALUE

$$$$$$$$$$$$$$$$

THE

TRACTION

2003

2007

2009

2010 Our SaaS

2001

Sold Popular Vitamin w/ Google Adwords

Early Adopter Of Internet Marketing

Pioneering First Ford Dealership

Internet Dept. (SEO, CRM, Websites etc)

Started New Marketing Agency

At The Beginning Of The Recession

Surpassed Million Dollar Revenue Mark

Life-Changing Automation Realized

By SaaS Product Built For Ourselves

G’s CAREER TIMELINE

11% Net

51% Net = $600k+

$1,200,000

SaaS Epiphany:

Revenue Multiple: 8-12x

2011 SaaS Pivot

Automation Epiphany & Pivot to SaaS

Funding of SaaS with $600k+ per year

G to do this

Rob Ryan

Silicon Valley Legend

Rob Ryan held the record for a long time with his $20 Billion tech exit.

In 2013, G began being mentored by Rob and his method called “Sunflower”, which teaches you how to build a billion dollar exit company.

G moved to Salt Lake City, Utah and took some good advice from Rob and his great team that will help to a $100M+ exit.

A 6-YEAR LIFE-CHANGING MENTORSHIP FOR MASSIVE GROWTH

2013

2015

2016

2017

2018

Launched First SaaS Product For Others - Sales Analytics (click/call tracking)

Launch Of Selling Of Full Marketing Suite (planning, projects, execution, analytics)

Launch Of Marketing Plan Module and Marketing Strategy Building Programs

Launch Of Operations Suite Of Tools

Start of HR Suite Of Tools

Finalization of HR Suite Of Tools

& Launch Of Finance / Reporting Suite

2019

Cost to build entire Toolbox OS $7.4M

Estimated Value of I.P. ~$19M

FOUNDER’S CAREER TIMELINE

TECH TRACTION for market disruption...

past

$500K Base I.P. | $100K Reporting | $150K Accounting Automation

future

Rollups that each help to hone the tech and through execution of roll up

past

Plan | Formation | Capital | Architect | Enterprise Data | Automation

future

UI / UX | A.I. CFO | Insights & Actions | Marketing & Selling Team

BUSINESS: funding timeline (self-funded)

Aug 2017

Sept 2017

Feb 2018

Sep 2019

Mar 2020

April 2020

May 2020

June 2020

July 2020

TECHNOLOGY: development timeline

Scorekeeper Completed an Launched

BA project Launched

Arch Defined

Analytics

Dashboard /

Data Pipeline and Rule Engine

Prototype Testing Complete

Start Walkabouts

May 2017

Scorekeeper App Defined and Baseline Architecture Implemented

Aug 2018

Architected, Warehouse for Data and Setup App Platform

Add 6 New Connections, Advisor Suggestions

Beta AI Advisory Service

Start Beta Testing New Features with Customers

End to End Testing Complete, Beta

Version 1.5 Beta Test and Modifications Complete

  • We have 2 accounting firms that we are looking to acquire and over 30 targets to vet right away with 19 of those targets looking promising.

  • In our preliminary tests, 30% of everyone we attempt to acquire, are worth making an offer to - there is also an over-abundance of businesses currently listed.

  • Existing 5 best targets would put us ⅓ through tranche #1 and would total $2M/year in EBITDA (curbs burn rate potential w/ tech honing capital needs).

TRACTION & LOOK FORWARD IS POSITIVE:

  • Bookkeeping will be done by automation and AI within 5 years

  • Artificial intelligence is infiltrating the financial sector.

  • A potential recession will make automation even more needed.

  • There are an inordinate amount of motivated sellers (boomers)

  • Accounting industry is behind in tech, automation and A.I.

TIMING TAILWINDS… helping our progress...

THE

TEAM

CHIEF EXECUTIVE OFFICER

Gaydon “G” Leavitt

‘G’ is most known as:

  • Founder of Scorekeeper
  • CEO at Toolbox OS (parent entity)
  • Automating his business from 11%
    to over 50% net margins
  • Personal funding the development of Toolbox OS (over $7M in funding)
  • Over 15 years in tech/marketing expert
  • SMB private equity experience

EXECUTIVE: TECHNOLOGY LEADERSHIP

CHIEF OPERATIONS OFFICER

Kingsley Charles

Kingsley has acted as consultant for dozens of start-ups with revenues up to $200M since his work managing operations with a Fortune 500. He has spent his career working side-by-side with other professionals: Master of Taxation, CPA, CFP’s, accountants, valuation experts and attorneys for over two decades.

EXECUTIVE: OPERATIONAL LEADERSHIP

EXECUTIVE: OPERATIONAL LEADERSHIP

CHIEF FINANCIAL OFFICER

John Anderson

John helped run 15 public companies in Asia and Australia and now serves as CFO at Scorekeeper handling:

  • Due diligence
  • Making sure we always have cash
  • Financial controls
  • Projections and Cash flow
  • Balance sheet transactions
  • Valuations
  • All rounds of funding

Ken Ashworth

Tax Law Firm

LEGAL AND M&A TEAM

Ashworth & Associates has done tax and tax law work for Google, Facebook, Bill Gates, and other tech companies in situations similar to ours. Ken and his team of tax accountants and tax lawyers serve us in a variety of ways regarding M&A activity as well as tax services. Located in Las Vegas.

Ben Nelson

In-House Counsel

Ben has served 11 years as in-house counsel and 3 years of leading a private law firm and 10 years experience working for firms. He has spent over 1 year helping Scorekeeper including its creation and launch. Ben also served as CLO and in-house counsel at largest fractional CFO service in US.

Ron Vance

Securities Law

Ron spent 11 years experience running his own securities law practice and multiple years work for other law firms. Currently leading securities practice at Pearson Butler Law Firm doing Reg. D. Offering(s), compliance

To SEC & Utah Securities Commission,

Rules and tips around funding and M&A.

Jonathan Speed

Strategic M&A

Jonathan has 35 years of sales, finance, and start-up experience including: raising capital, financial models, and tax projects. Jonathan advises as a board members and also serves on the advisory board of a number of startups - he holds a BA from Brown and is an Emeritus Trustee.

EXTENDED TEAM

Phillipa Greenberg

A.I. Advisor

Lewis McClam

A.I. Advisor

With over 20 years as a technology consultant, Lewis has developed projects using VOIP, Predictive Dialers, Cloud SaaS, Gaming, Extended Realities, & Sales Management. Lewis is an active speaker & thought leader regarding Marketing, Data Aggregation, and Technology.

Phillipa launched her career as a consultant, overseeing the Regulatory/Biometrics & safety division for clinical research firms prior to making the transition to Big-Pharma Analytics. She specializes in the early adoption of emerging tech focused on the outcomes, affordability & accessibility.

Josh Kim

Roll Up Advisor

Josh is most known for his apprenticeship under the Trillion Dollar Man as well as his partnership with Dan Lok as well as his knowledge of roll ups and his huge success w/ health and hospice roll ups. Josh is extremely skilled with banks, banking, and deal structure related to financing deals.

Justine Beard

Tech Advisor

With bookkeeping experience and financial control background, Justine has all the operational knowledge of bookkeeping and controller work. At Scorekeeper, Justine leads the product team, manages the development and design teams, and fields product requests.

CHAIRMAN OF THE BOARD

Don Pierce

Don is most known for his service as:

  • CEO & President at Arby’s
  • COO at KFC-International
  • President & COO at Denny’s.
  • COO of Private Equity Management Org

Nowadays, Don serves as Chairman of the board at Scorekeeper as well as an advisor to Toolbox OS.

CHAIRMAN OF THE BOARD

Pam Jordan

CFO Expert

Mayumi Young

Accounting Expert

Wendy Lipton

Small Business Expert

Bladimir Mercedes

Finance Expert

BOARD

Wendy is an advisor or strategic consultant to Fortune, healthcare, non-profit & entrepreneurial organizations. She is

internationally recognized as an authority on

business and founded 11 successful startups. She is a 5X Bestselling author and guru to top influencers.

With expertise in the financial realm Mayumi has extensive expertise as a CPA, international finance executive, licensed wealth coach, financial educator and financial architect. She has managed a half billion-dollar finance operation across 13 countries, consulted startups to Fortune 100 companies.

Bladimir helps entrepreneurs and small business owners acquire capital. Specialties include: Business Loans, Business Funding, Business Credit, SBA Loans, Advanced Credit Restoration, business strategy development, process creation, advanced automation. He also helps w/ RegA.

Pam is a 15 year expert and no-nonsense financial expert and speaker who analyzes and streamlines the backend of fast-growing companies and creates more profit. Pam simplifies complicated financial concepts, provides candid advice, steers entrepreneurs to their most profitable year, and acts as CFO

Wendy Holt

Banking Expert

Wendy served as SVP of Business Development at Town & Country Bank in St George, Utah for 12 yrs before the bank was acquired in 2019. Wendy brings a wealth of business banking experience to the table and helps Scorekeeper weld relationships with bankers to increase the profitability of the model.

Mark Marshall

CFO Expert

Aviv Weizman

Acquisition Expert

Darren Jacklin

Public Market Expert

BOARD

Darren advises NASDAQ companies but has also trained 157 Fortune 500 companies such as Microsoft, AT&T, Black & Decker, Barclays Bank, and, professional athletes. He is passionate about making a difference in people’s lives, today, Darren is also working as a ‘Philanthro Investor’.

Aviv is an expert in passively run and scalable businesses. He has an impressive 10 years in a row of growth - which was born of a vision where he proudly boast over 200 locations in 15 countries and is an international leader in the world of cosmetics and retail cosmetic chains.

Mark is CEO of a company in materials science that is used internationally. He oversees strategic growth, capital, and operations. Previously was CEO, COO, and CFO of international companies in: hardware, security software, medical, CFO advisory and high-tech, with $1B in exits.

As Chairman of the board of Laughlin Associates, Aaron Scott Young has worked with over 200,000 businesses across all industries in the market. Aaron has served as a board for several organizations. Aaron has been involved in starting, buying and selling numerous multi-million dollar businesses.

Aaron Young

Profitability Expert

Hal Dibner

Psychology Expert

Hal received his doctorate in psychology in 1981 and went on to become one of an elite group of psychologists to be Triple-Board Certified in Psychoanalysis. Triple-Board Certified Analyst & Business Psychologist for Credentialed Experts, Executives, Employees & Entrepreneurs.

BOARD

Trey Taylor

Private Equity Expert

Trey began his management career at WebMD where he participated in the largest private placement of equity in US Financial history. Trey then worked as a Senior Analyst for a VC firm in Atlanta before leaving to work in a corporate development role at EarthLink and AOL/Time Warner.

John Silvia

Economist

As former Managing Director and Chief Economist for Wells Fargo based in Charlotte, N.C., John held that position since he joined Wachovia in 2002 as the company's Chief Economist. Prior to Wells Fargo, John worked on Capitol Hill as a senior economist for the U.S. Senate Joint Economic Committee.

Jake Alexander

Accounting Expert

Jake is most known for

2 previous acquisitions in the accounting and bookkeeping space (one merger and one buyout) - 7 years experience in the accounting industry

and 5 years experience in accounting sales. He is CEO at Action Accounting and founder at Alexander Financial (previous).

Having over 30 years of business valuation, transaction and business economics consulting experience, Martin has created two industry-leading firms, and has managed hundreds of clients for other professional advisors, and government and corporate clients in various industries.

Martin Hanan

Valuation Expert

THE

TERMS

SEEKING $50M IN FUNDING PER TRANCHE

90%

10%

Investment Per Tranche:

$50M

Acquisition

Activities

EBITDA Growth /

Tech Honing

$20M

$50M

20% in tranche

$50M

20% in tranche

$50M

20% in tranche

$50M

20% in tranche

$50M

20% in tranche

$250M

20% in company

$20M

$20M

$20M

$20M

$20M

$20M

$20M

$20M

$20M

$100M

$100M

Debt

Debt Return

Equity

Equity Stake

FUNDING REQUIREMENTS PER DEAL TRANCHE

All information on this slide subject to negotiations (for informational purposes)

Tranche 1

Tranche 2

Tranche 3

Tranche 4

Tranche 5

TOTALS

9%

9%

9%

9%

9%

9%

Capital Req’d

Debt

Debt Return

Equity

Equity Stake

Capital Req’d

*Complete proforma available upon request for funding sources.

“There will be fewer and fewer jobs that a robot cannot do better.”

Elon Musk

Artificial Intelligence For Accounting Domination

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