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Page 1: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

WELCOME To Capital Mastery Education

Page 2: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

WHO ARE YOUAnd What Do You Do!

Page 3: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

GROUP ROOM RULES

1. You will be put by zoom into rooms of seven

2. You will rotate by alpha in your last name

3. A - Z if there is one – know your letter

4. Every CEO is in super focus to what?

5. To in crises pandemic help one another. How?

Page 4: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

HOT SEAT YOUR FIRST (A)

1. Five minutes to here is what I am doing and the here is what I am looking for next – language

2. Your email and cell phone in chat room and verbal so others can write it down

3. Done – others ask questions

4. Your CEO master mind says – SEE ME – I am the contact or I have a critical contact

5. Text them your cell name and contact name and value to the solution – by text

Page 5: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

FOLLOW UP

1. Non-session time – CEO texts to you

2. I got your SEE ME TEXT on (name of contact and value) can we set a time to chat – 5 mins

3. At chat time – inquire on two way call to make introduction – always two way call

4. Set up a time to follow up with the solution contact and call them at that time

5. Follow up copying your introduction source as business family courtesy inside CEO SPACE

Page 6: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ANY QUESTIONSBefore We Zoom Room You?

Page 7: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

IT IS GO TIME

1. Zoom will put you in chat rooms

2. Zoom will remind you time is up in five minutes

3. You can go on if you’re done before reminder

4. If you’re done early you have ten minutes at end

5. For free for all networking and open input between success circle master minds

Page 8: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

YOU LEARN BY DOING

It Is Go Time, CEOS

Page 9: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

WHAT DID WE LEARN FROM THAT?

Welcome Back

Page 10: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

EXEMPTION

1. Means what?

2. Your magic umbrella

3. PPM means what?

4. Private Placement Memorandum is what?

Page 11: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

SECURITY LAWYER EXPERTS

1. Prepare your documents

2. File with SEC

3. File with states for 506 C (will explain)

Page 12: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

SEC.GOV

1. Issuer is always you as CEO

2. Your board and officers

3. Chose your exemption

4. Search SEC web site, print rules please

Page 13: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

EXMEPTION CF

1. Crowd Funding – short form C 20

2. Up to $5M under 2020 rule upgrade

3. Document terms elective to you (example make notes)

Page 14: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

PORTAL SITES

1. SEC FINRA portal sites – mean what?

2. Escrow – your election (options)

3. Term length of offering – your election

Page 15: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

2020 NEW RULE

Survey Investors (digitally)

Page 16: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ANY SUM CAN BE RAISED

506 C Exemption – Most Common

Page 17: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

HIGHER COMPLIANCE RULES

1. All accredited investors – what’s that mean?

2. Minimum buy in – your election (example)

3. File SEC – File state investor resides in

4. Blue Sky Law – what’s that mean?

5. Term of offering – your options?

Page 18: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

STRUCTURE EXERCISE PREP

1. Your CEO SPACE capital booklets

2. Review structure modeling with me now

3. Structure is your bucket – what's that mean?

4. Corp. Engineering what’s that mean

5. Raise more than enough versus not enough

Page 19: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

STRUCTURE BOOKLET REVIEWGoing Over Your Booklet – Printed

(Ellen you can inset slide to follow with booklet slides if they do not have them so they see page by page) correced too on

math let me know add next delete this of course

Page 20: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

STRUCTURE EXERCISE

1. Zoom rooms of five to thrive

2. Starts by last name alpha it’s you

3. Fifteen minute rule minute – next zoom blast reminder

4. 90 minute total time – time keepers on task

5. Free for all plussing if you end early

6. How plussing works and the check and reframe cue language

Page 21: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

PRETEND STRUCTURE FOR YOU

1. 15 minutes with structure you create

2. You can pretend

3. If you can know your starting point – example

4. Be specific to model in booklet

5. Total shares – total offered and price per share

Page 22: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ITS GO TIME WHEN I SAY ….15 Minutes to Imagine Your Own Structure

Page 23: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ANY QUESTIONS?Structure Exercise – You Learn By Doing

How Defense Works – Foundation to Valuation

Page 24: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ITS GO TIME INTO ROOMS

Line Up Alpha Start and Next in Alpha Rotations

Page 25: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

FEEDBACK TO EACH OTHER – ANCHORS SKILLS

What Did We All Learn From That?

Page 26: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

BREAK RULES – GO

15 Minute Break

Page 27: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

MILESTONE GRAPH

Thank You For Being Back on Time

Page 28: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

JOURNEY OF THEIR MONEY

1. Investors buy – WHY?

2. Why They Buy, Cheri Tree – faculty

3. Your why, is “not” investor why

4. Learn that difference

5. Let us show you how – skill transfer

Page 29: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

20212022

2023

20242025

INVESTOR MILE STONE GRAPH 2025

$ 5,000,000

NATIONAL ADS

100 MILLION PRE IPO ROUND $$$

IPO FILING – 18 MONTHS

IPO – 1 BILLION

GLOBAL MARKET

SHARE WAGON

WHEELS

YOUR #’S NOT OUR NUMBERS – NO GUARANTEE IMPLIED OR WARRANTED – INITIAL HERE

Page 30: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

MILE STONE EXECISE

1. Zoom rooms of two

2. Mentor helps you do your milestone

3. Imagine and pretend – map in events

4. Event time lines growing your value

5. Plus and Checks – time up or done

Page 31: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

TIME UP OR DONE

1. Reverse roles – Mentor shift

2. Give as you received your best mentorship

3. Five minute plus time at end

4. End early your on break – start after time 20 minutes each turn – 20 minute plussing

5. Be back time – break time set – write it down

Page 32: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ANY QUESTIONSOn CEO Milestone Skill Exercise

Essential Leadership Planning Skill

Required For Capital Raising. Why ?

Page 33: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

IT IS GO TIME20 Minutes Per Milestone

Page 34: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

THANK YOU SO MUCHFor Being Back On Time to Each Priceless Session

Page 35: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

WHAT DID WE ALL LEARN FROM THAT?

Feedback is Skill Anchoring for Brain CPU Storage

Page 36: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

SEC RULES

1. Who can offer – officers and directors

2. No finder fees – means what in compliance

3. Crowd funding automated compliance

4. 506 C – your compliance box – example

Page 37: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

STATE RULES

1. Crowd Funding federalized means what?

2. 506 Blue Sky compliance means what?

3. Documentation is 90% of compliance

4. 10% is your attorney over sight

5. Legal review of all investor oral digital and print materials in any form first

Page 38: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

AIDE TO MEMORY COMPLIANCE

1. Over comply with compliance box

2. Aide to memory nightly – 100% investor contract and detail

3. Text to Compliance box – oral documented

4. Emails print page to compliance box

5. All incoming all out going – 100% to box

Page 39: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

OVER COMPLIANCE STANDARD

1. Is litigation liability reducing

2. Is regulatory evidence of compliance history

3. Bullet proofs audits on compliance

4. Sleep like a baby if you over comply

5. Do not “just” comply “over comply”

Page 40: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

SIGNS IN ALL WORK SPACES

Shut the company down before one law is violated in service of our customer’s first policy – zero tolerance on compliance excellence company culture – over comply

Page 41: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

POLICY MANUALS

1. Over compliance policy

2. Board minutes – over comply

Page 42: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

BOARD/SHAREHOLDER AUTHORITY

1. All minutes up to date – vail service - Laughlin USA

2. Authority for offering structure and engineering on value

3. Authority for law firm on compliance

Page 43: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

CAN YOU RAISE MONEY WITHOUT COMPLIANCE DOCUMENTS ?

1. No never

2. Can you arrange a bridge funding to pay the cost of compliance – yes with legal advice only

3. Isolated transaction exemptions – limitations

Page 44: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

PROMISARY NOTE

1. 180 day loan with 180 day extension option companies election and discretion

2. 10% interest per annum – way over banks

3. Personal guarantee business guarantee

4. Legal Note Form on/afterclass our web Addy

5. These slides also on line

Page 45: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INCLUDE PARAGRAPH

Legal approved final copy from draft – Borrower agrees to repay this bridge loan upon receiving $250,000, or 15 investors whichever comes first and in no event later than 12 months from the date this note contract is dated and signed. This promissory note is double guaranteed by the corporation and the personal guarantee of the founder as individual for high return recourse and secured investing wherein this lender is designated as a preferred creditor to secure the debt exchanged in the amounts set forth herein.

Page 46: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

CHECK LIST TO WIN

1. A business plan is required – templates on line free – Google free business plan templates

2. Business Plan builder has plan templates and PPM templates – low priced Google

3. Your attorney will have a check list that includes these items you might prepare to save time and cost

Page 47: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

ATTORNEY CHECK LIST

Articles of incorporation and all minutesAll contracts • Financial statements current as possible• Liabilities – law suits or any threatened actions• Officer Director Questionnaires – Search

SEC.GOV or obtain from your law firm or Google docs

• Legal Zoom has officer director questionnaires• Lease and related contracts – cars, copy

machines, any obligation of the company – inclusive no omissions – any projections if you use them

Page 48: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

CHECK LIST CONTINUED

• Engage and retain your attorney with agreement• Get full check list and check off 100% in 72

hours• Document your attorney work progression in

aide to memory every phone email text to legal file • Survey investor interest while documents are

getting done

Page 49: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

IF YOU PAY THIRD PARTY FOR SERVICE

Insert the Following in All Agreements

Page 50: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

AGREEMENT TIPS:

1. Detail deliverables and time lines precisely

2. Detail pay plan as work is delivered

3. Detail work for hire you own all work product

4. If work is late 10% cost reduction per week to invoice total till work is brought back on time

5. Detail if you cancel with or without case all work must be returned in 72 hours or stipulated damage cost and enforcement fees are on them not you

Page 51: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

MORE TIPS:

6. Dispute settlement is binding arbitration each party pays on own cost no matter who wins. Your state not their state.

7. Work product must be to your satisfaction of billing stops until it is remedied to your satisfaction period.

8. Work to date cannot be withheld by work for hire contractor and all ip is trade secret and protected by work for hire who owns zero you own all ip.

Page 52: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

FINAL TIPS:

9. All work to date must be returned in 72 hours from demand or enforcement cost of this clause is paid by work for hire contractor without recourse when work is not returned plus $1,000 a day stipulated damage fees and business damage costing.

10. All work is the property of you and work for hire has no claim to work product, which is trade secret to you.

Page 53: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

LEGAL REVIEWS ALL AGREEMENTS

1. To insure if your money is lost you have remedy and recourse they can win on.

2. Assume the vendor will do work you cannot accept and be late. Ten percent off their bill per week, if you detail work time line and deliverables everyone agrees to – time is money.

3. Pay for quality and on time work and make it clear in writing with recourse and protection to you

Page 54: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

VENDOR AGREEMENT PRIMER SLIDESWWW.CEOSPACEINTERNATIONAL.COM/

AFTERCLASS

Page 55: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

BREAKBe Back Time?

Page 56: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

THANK YOU For Being On Time

Page 57: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

HOW TO PRESENT TO REAL INVESTORS

1. Qualify investor relationships for larger investors.

2. Crowd funding can develop click investors you meet later

3. Different best practice rules apply to larger investors – and click investor follow up and acknowledgement.

Page 58: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

LARGER INVESTORS

1. Set up a zoom meeting to develop relationship.

2. Ask for 90 minutes of their time, hoping to take less.

3. As you begin ask if they would allow you to ask some questions to develop compression of the opportunity to the client’s interest. Keep it very personal. Examples . . .

4. Ask if the mind if you make a zoom tape that you will send them as audio file at the end of the presentation with their permission and legal protection as well.

Page 59: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

QUESTIONS AS BEST PROCESS

1. Now we are recorded, and I ask on tape for your permission as we both agree to be taped. Yes?

2. What is your range of investment in a superior opportunity if it appeals to your criteria – is it $50,000 range, $ 150,000 range, $250,000 range, or something higher, so I know how to compress disclosure to your target comfort range?

Page 60: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR QUESTION PRIMER # 2

3. What interests you in moving from a lower performing parking stall in this messy market to a far higher performing potential parking stall today?

4. What is your priority today – our shareholder growth time line an event detail or more in depth to our plan and our stages and phases to grow your share values rapidly?

5. In growth investing what is your risk focus so we make sure and share required state and federal risk disclosure in any venture investment?

Page 61: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

NOTES

• Take notes to all their answers • Replay their answers to make sure you

understood it right and ask if they want to add anything. Ask clarification questions.

• Adopt that you write down what they say like they are Moses. They see you making their input important and they feel well heard first.

Page 62: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

YOUR INVESTOR PRESENTATION IS YOUR RIGHT SET UP

Adopt if Investor Talks More Than You Talk You Win

If You Talk More Than The Money You Lose

Page 63: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR QUESTION PRIMER # 3

6. What is your process for completing investment and moving to a higher performing parking stall?

7. What is your comfortable time line?

8. How many if any third parties are involved?

9. Would you wish for me to meet them as well? When? How? Works best for you?

10. What else is your process you want to tell me about your RULES to invest for your game plan?

Page 64: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

QUESTION PRIMER # 4

11. Would you if you invest at your best range we discussed – perhaps higher when you see the profit potential – also invest a matching sum from your retirement plan as many of my investors do?

12. If not could we just explore that later?

13. When do you want your money to return higher profits – now or when works best for you?

14. Do you like a quick over view or more in depth on our plan stages and phases?

Page 65: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

QUESTION PRIMER # 5

15. Time is my first return to you as a potential investor when is your end this exploration so I release you on time which will always be our relationship as you join our shareholder family.

16. To compress your time let me summary the process and the range and your priority areas of interest?

17. Did I get it right or would you like to correct any misunderstanding I have?

Page 66: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR PRESENTATION CONTINUES # 6

18. Dress for success with investors.

19. Have a milestone graph as we exampled.

20. Share screen and show your milestone graph slide – filled in and you’ll explain it - example

Page 67: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

20212022

2023

20242025

INVESTOR MILE STONE GRAPH 2025

$ 5,000,000

NATIONAL ADS

100 MILLION PRE IPO ROUND $$$

IPO FILING – 18 MONTHS

IPO – 1 BILLION

GLOBAL MARKET

SHARE WAGON

WHEELS

YOUR #’S NOT OUR NUMBERS – NO GUARANTEE IMPLIED OR WARRANTED – INITIAL HERE

Page 68: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR QUESTIONS # 721. Ask upon conclusion of values the investor put in not

you- all on tape with qualifying langue we used together – tell them you manually put in their numbers on a print version and will text them that photo for their records.

22. Tell them that you cannot guarantee their numbers but your team is working for outcomes like the see now.

23. Say as you know Federal and state Law require our documents for 100% of legal venture investing that disclosure you can lose part or all of your investment inside any HIGH RETURN but also higher risk investing Our documents present the legal risk requirements I know you will review on line in our SEC FINRA broker legal site serving investors. You understand that as well correct? Get that on tape and do not stop till you get it.

Page 69: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR QUESTION PRIMER # 8

24. Really, I think you got it, and most investors buy in and the majority up their range and include retirement plan as well with one legal item. May I explain that to you next?

25. Federal law precludes any investor investing more than 10% of their net worth in any one year in total to a high risk venture category. You know that now right?

Page 70: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR QUESTION PRIMER # 9

26. What is your range after the milestone graph that feels right to you?

27. Will you match that with your retirement plan as well?

28. Is that inside the 10% of net worth rule so we are good on that? Our documents ask you to confirm that for legal compliance anyway? Is that good?

Page 71: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

INVESTOR PRIMER # 10

29. What remaining questions if any do you have for me?

30. May I show you our board and management team (slides with four color and full resumes). share screen again.

Page 72: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

CLOSING

• I think you have this better than most who have already invested really?

• How would you like to proceed on time line?• Do you prefer text calls or emails as your

follow up?

Page 73: Capital Slides 320 - CEO Space International · Free for all plussing if you end early 6. How plussing works and the check and reframe cue language . PRETEND STRUCTURE FOR YOU 1

RELATIONSHIP AGREEMENT

• In the end our relationship is more important than the deal which is of course quality and all important itself.

• Can we have an integrity agreement that if you green light and click to invest on line you, will phone and let me walk you through those clicks as a service I offer investors. Is that good for you?

• Also, can we agree in the unlikely case you pass on a opportunity this solid – you will phone and tell me the day that choice was made – which I agree to fully respect?

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FOLLOW UP

• My goal is to secure higher performance for you in 72 hours or your time plan?

• What is your sequence for me? When do you think we can click on line as you own shares (your brand)?

• Do you want any reminders as you visit the URL (you had them know from email before) with business plan financials etc. on line.

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CLOSING CONTINUES

• I’ll send your milestone graph as we complete this call by text.

• Lets make sure we have each others full contract information – and I'll send that by text as well.

• As we have a celebration dinner when I bring your rising shares to you – I'll frame the milestone graph as a reminder what we in our best efforts work toward – without a guarantee of course

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DO YOU FEEL FULL?

• I so feel you have this now.• As you own shares with us will you host a

coffee for three to five in your influence circle to look at it as well – I ask all shareholders to help us bless others and we sell our faster helping shares rise faster from selling our.

• Either way thank you for letting me know.

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TIME CHECK

• I believe we are early on your time to release.

• I promised time is always my first respect for my investor shareholders as our partners in profit.

• Let me release you and we’ll complete on your schedule not mine good?

• Thank you for this relationship we will become fast friends as this all unfolds.

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AFTER CALL

• UPS over night a gift – never miss – speed is nurturing the relationship. Example.

• Send the milestone graph and all contact information skype face book all of it.

• Gift card states – I want you to see this gift as a shareholder growth reminder. Let me know when we can click your improved performance. Nothing wonderful happens until a leader makes a decision . . . sign card with gift

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NO TRAINING IN THE WORLD Models Superior Legal Presentation Sequence to

Issuers But CEO SPACE 1988 to Today

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WHAT DID WE LEARN FROM THAT?Feedback Anchors Skill Transfer to CEOs

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YOU ARE ON BREAK – BE BACK TIME IS:

All Slides Are Downloadable and This is Taped and You Get the Recordings Only With CEO SPACE Trainings

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THANK “YOU” FOR BEING BACK ON TIME

We Appreciate It

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GROUPS OF FIVE RULES

Communication Acceleration Exercise – CAP Lesson From CEO SPACE Live

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CAP RULES

1. When I say “go” Ellen and Zoom will put you into rooms of five

2. Alpha go first sort that out three minutes

3. Sort out your time keeper – two minutes

4. Allow five minutes for that total

5. Time keeper says “go” – keep time

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CLOCK WISE – NEXT

• First CEO presents in five minutes total time – their investor milestone presentation assuming all questions were already written down by you. Its pretend.

• Five minutes follow of free for all alpha rotation for plussing. You were great. I would have heard more if I had included this or that? Did you take that as a plus. No? May I reframe. Five minutes. Next

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LAST PERSON DONE EARLY

• Plus each other openly till time is up• Total time is one hour from room start.• Time keepers – ten minutes per CEO• Free for all, if done early on plussing• Zoom warns on time remaining until you

come back into main room

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ANY QUESTIONSFor This Exercise – You Can Pretend Remember

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ITS GO TIMEFive Per Room

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WHAT DID WE LEARN FROM THAT Feedback Anchors CEOS

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YOUR ON BREAKBe Back Time?

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THANK YOU FOR ALL BEING BACK ON TIME

We Appreciate Your on Time Class Start

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REVIEW SEQUENCES

1. Select your exemption

2. Attorneys require a business plan

3. Attorneys require document list here

4. Retain your attorney as it takes two months to develop and file documents

5. Retain with agreement with terms we suggested here on time and IP

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ASSUME WITH ANY VENDOR

• What if you fight later and need to part• You want all work you paid for• Progress pay as you go negotiate • Flat rate fee – no open hour billing• Third on retainer• Third on draft of documents• Third on final filing

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CROWD FUNDING

• Select from portal list we provided• Google search for finra approved portal sites

for most current list• Shop three – visit those near you – compare

price service and customer service you feel from your best provider

• New industry fees and services vary – crowd source funded is lowest cost less bells and whistles New York city

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TO OFFER TO INVESTORS

• You need documents filed with SEC• With 506 C exemption – Sec.Gov you need• State filing where investor lives • Crowd funding one form does it all and you

can offer worldwide• Your portal helps with legal compliance with

your security attorney

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ATTORNEY FEES VARY

Steve Myer – SEC compliance faculty - LARon Vance, Utah – security lawyer faculty

Jackie Warner – CEO Space faculty, New York

Larger offerings larger fees – Roel Campos, Hughes Hubbard and Reed – DC

SBA loan attorney, Dallas – faculty (name here Ellen) “if we have phones add em)

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YOUR WORK

1. Check list for attorney in our slides

2. Structure – your pie chart

3. Milestone graph rehearsed with attorney

4. Attorney reviews docs oral and all investor issuer presentation first

5. Attorney is final word not general education provided here why?

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CATCH CAPITAL ACCELERATION TEAMS

CREATE HELP !!!

SNAP – How that works and your time – five minutes

Five snaps or sooner as you rotate in

Scout – tell me your snap – ask other CEOs

I chose you – means what? Example . . .

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CEO GOAL – GIVE FIRST

• Chose two or more CEOS you just love their work

• You will arrange two zoom calls with investors exploring the deal when offering is ready

• Those not raising capital in snap rooms say – I am not raising capital (meaning next 180 days)

• If both in SNAP are not raising capital share what your doing and what your looking for and scout or see me for each other – another way of giving

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SNAP CATCH

• Is 100% tithing – giving to CEOs • CEO to CEO help that is absolute• Cooperative no competition at all• Integrity DNA bonds agreements • Follow up occurs after CEO SPACE by

email, face time, Zoom, and chats, later

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WHEN YOU CHOOSE TWO OR MORE

• Text phone – say I choose you in text• Follow up after class • Text to ask (if you are chosen) what is best

time to chat• Reply with day and time within 72 hours • Follow up as you wish to be served yourself

always

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CATCH

There is more money in this room than there is need, in fact

If we all cooperate we all win

If we all compete a few win and the rest lose – cooperation works better always

Integrity drives outcomes – example

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SEQUENCE1. When I say “go” you are in SNAP

2. Menus drive the program – Ellen explains snap menu clicks – share screen

3. Any questions of Ellen, September, or me, also on

4. Employees of CEO SPACE cannot raise capital as legal compliance item - FYI

5. Ellen explains class directory, I plus it

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CATCH SNAP IT IS GO TIME I Choose You – Take Your Time

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WHAT DID WE LEARN FROM THAT?

Feedback is the Anchor of All Learning

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YOUR ON BREAKBe Back Time

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THANK YOU

For Being Back On Time

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CAP LESSON NEW CIRCLES

1. Circles of five

2. 60 minute time line

3. Alpha and time keepers

4. Five minutes to present investment; five minutes of plussing

5. Tips this time

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CAP TIPS

1. Explain business and growth plan in two minutes of your five

2. Present your milestone as far as you can

3. Take in plussing – say your brand often

4. If you want to investor present with our milestone that’s fine be authentic

5. Tell your truth faster – they know

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ANY QUESTIONS? Who Has Questions?

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ITS CAP GO TIMERooms Of Five – Alpha And Time Keeper – It’s You

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WHAT DID WE LEARN FROM THAT Feedback Anchors New Skill Sets

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FULL FORUM

Pandemic Prosperity Planning – why?My blog http://www.Bernydohrmann.Com/

Click Mondays, Wednesdays, and weekends, as leaders

Know more and know more first

Subscribe – free – and comment with questions

Share URL on social and emails for me

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THE WORST FIRST

• We all catch coronavirus by 2025• A billion elderly could be gone in 60 months• Or we get a vaccine and save us all; me too• Best practices I do with 27 pneumonias• Who has elderly they love in your circles?• Print best practices and share the URL of

them• In business what does the worst look like • In the election year

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THE VERY WORST

• The world is in quarantine in PANDEMIC• 100 cities in USA by October are in quarantine

• Health care is in overwhelm by summer 2020

• Home confinement is two months for you say• Marshal law and military assure order

• Economics move to 1929 depression. Why?

• PANIC runs on banks may sink banks high risk

• Eventually we come out the other side

• Massive unemployment 1929 levels by Oct.

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FULL FORUM IS

Life insurance for your income

Pandemic prosperity plans are the only way forward

Only CEO SPACE is teaching it to your circle

Register for the Tuesday to Friday, and attend them all to year end – fresh to quarter upgrading

Leaders who have better options win

Leaders who delay pay

Up to you – we hope you all attend to get your pandemic prosperity plan now

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NO OTHER PRIORITY IS FIRST

1. Better options win

2. Virtulize and ecommerce now

3. Brand message into pandemic

4. New tools tactics options

5. Priceless in crises to protect income

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SUPER CHANGE

• Buy my book super change • Weed circles to super change leaders• Create a two week master mind success

pod – your CPA, attorney, and suppliers, or best customers – help each other

• Use the tools and tactics only CEO SPACE industry leader present at perfect time

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YOU ARE LIVING IN

The largest super change event since 1929

A depression or long deep recession is here

Recovery will take many years

We can all make more than enough with pandemic propriety plan upgrades

We all need to help each other trade with each other and be there for each other

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SUPER CHANGE LEADERS

Learn – unlearn – and relearn faster

Display agility open mind brains

Plus and cooperate

Operate in highest integrity

Super change circles win; others lose

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KNOW THE DIFFERENENCE

Upgrade Plan And Remain in the Community That Assures Prosperity – Ours

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BETWEEN FORUMS

Webinars with critical updating to leaders

SNAPS between forums for members

SNAPS on face book member only group

Mentor help all along the way

Founder webinar updates

My blog – you now more you know first

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CEO SPACE STANDS AHEAD In Pandemic Prosperity Leadership Support

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NOW YOU KNOW

Some Stories to Graduate You

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STORIES

• Why I founded CEO SPACE in the 1980s• My dream in pandemic – for you and us• My Fathers Stories – the submarine • Essential reading . . .

Super Change Redemption the Cooperation Revolution Super Achiever Mind Sets . . . and For Pandemic Relief – Perfection ”Can” Be Had All ideal gifts to customers with super change today

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SUPER CHANGE GIFTING

1. Assures you retain your customer today

2. You repeat buy your customer today

3. You maximize referral marketing before April – here is how

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NOW THE FULL CEO SPACE

Business Acceleration Market - Bam …..

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TEACHING YOU PANDEMIC PROSPERITY

And Your New Skill in Valuation Milestones and Capital Mastery is:

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MY HIGHEST HONOR

And Privilege. I Thank You . . . For Permission to Lead You . . . Into a Safe Harbor 2020, and Beyond . . .

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YOU HAVE COMPLETED Virtual Capital Mastery CEO SPACE INTERNATIONAL

To Set Up Your Customized Pandemic Prosperity Plan Starting Tomorrow – Register. It is Critical and Urgent Solutions . . .