CFOAndrew Hunzicker, CPAStrategic DirectionBusiness Plans & Financial ModelsCapital Sourcing

MISSIONAdd real value, at no cost, to all contacts Work with like-minded peopleHave fun!

What I doADD VALUE

Help CEOsBuild and improve their BusinessAdd real value at no cost

HOWCreate or improve strategic planBuild detailed financial model for historical, current, and pro-forma useAddress immediate issues and needsGenerate process improvements Potential Angel Investment

METHODDuring No- Cost “Stage

1”Strate

gy• Having a

good plan

Execution

• Following the plan

Success

• Every time!

Identify client mission, values, goals, issues, and needs

Design a concise and viable Strategic Plan

Build in “Follow-Thrus” with processes, targets, milestones, actuals vs. plans

Exit Plan built into Strategic Plan

Demonstrate

my valuesand skills

Discoverclient values

and needs

From this shared vantage point, we can

determinemutually

whether to continue ourrelationship

PROCESS

No-Cost Stage 1

SPECIAL EXPERTISE:START-UPS

5 Prior SuccessesFor-Profit and Non-Profit$100,000 to $100,000,000From Day 1 to Exit

Active Angel InvestorHands-on experience in finance, operations and strategyStrong execution skills

VALUE FOR START-UP CEOCreate or Review Strategic Plan at No Cost Identify unique reason why product or service is needed in the market

Identify, clarify, and develop 12 Key components of Strategic Plan Executive Summary, Investment Highlights, Management Team, Past Successes,

Products or Service, Industry Overview, Competition and Edge, Marketing Plan, Facilities, Processes and Infrastructure, Testimonials, Financial Analysis, Terms

Financial Analysis Component will include building a highly detailed model that can be used both for the Strategic Plan and for go-forward Plan vs. Actuals Sources and Uses, Proforma P&L, Balance Sheet, and Statement of Cash Flows Ability to highly structure projections up to 10 year, interim periods, seasonality,

historicals, budget vs. actuals, non financial drivers, drill downs, consolidations Pre and Post-Money Capitalization, Break-Even analysis, Business Valuation, Ratios Highly compatible with Quickbooks and Excel

Andrew Hunzicker, CPA Former Partner in B2B CFO LLC, the largest CFO firm in

the US serving the mid and emerging markets

20+ Years C-Suite experience including CFO, President, Founder, Owner, Treasurer

Ability to access National resources including nationwide experts with experience in SEC, Audit, Tax, Capital, Valuations, Legal, IT, Exits

TESTIMONIALSRES Equine Products“Andrew has been an exciting addition to our Company…His expertise in the field of CFO and Startup aspects is phenomenal. Andrew has helped us with Business Plans and Projections, he has surpassed all expectations and hopes by leaps and bounds. Highly recommend…highly ethical, knowledgeable, hard working, all around good guy.”

Brett Mills, CEO and Founder

Solid Rock Climbers For Christ

“the most excellent CFO. Upon connecting with SRCFC, Andrew immediately brought his enthusiasm to our undertaking…He has become an important part of SRCFC here in Central Oregon and around the world.”

Calvin Landrus, SRCFC National Director

Former Clients/Owners

“We could NOT have done it the past 12 years WITHOUT YOU!…You have been the best”

“Thanks for all your help with the family companies over the years”

“Thank you for your valuable service to our Company. You will be missed!”

Touchstone Youth Project, Inc. (501c3)“I have known and worked with Andrew for close to 6 years and I never cease to be impressed with his motivation, integrity, and creativity. This coupled with his compassionate personality and sense of humor makes Andrew a joy to work with.”

The Honorable Judge Stephen P. Alcorn, Oklahoma County Juvenile Justice Center

"Success is getting what you want; happiness is wanting what you get." Dale Carnegie