Copani Advisory Group

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Copani Advisory Group 1

Copani Advisory Group / Tel: 214 – 702 – 2386 / Email:

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 About Us - 3  Our Services - 4  How We Work - 5  Why Us - 7 / Tel: 214 – 702 – 2386 / Email:

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About US: Copani Advisory Group is a boutique advisory & consulting firm headquartered in Dallas, TX. CAG was born to provide planning, support, and assistance to entrepreneurs and growing private companies. CAG focus on your existing products, processes, people and culture to help you optimize improvement. We offer a better way to support you by providing un-compromised advice and world-class solutions that create lasting relationships. We leverage top industry professionals to put together tailored recommendations.

The foundation of our company and services is simple: • Our Mission Statement Help clients think through and deliver the answer to the difficult issue they're facing / Tel: 214 – 702 – 2386 / Email:

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Our Services: Copani Advisory Group is a strategic, roll-up-the-sleeves TEAM with a passion for growing companies. Our TEAM provides advisory and mentoring services to help you hit the ground running. We strive to provide outstanding services to new and repeat clientele. Our TEAM's fresh perspective offers you many benefits, such as: • • • • • • • •

Business plan development and advice Pitchbook and presentation development Market opportunity analysis Cost analysis Revenue growth strategy Market entry plan Data gathering and analysis Financial modeling

• Market entry plan • Capital structure strategy • Competitive analysis • Operational improvement • Product Development This list covers only some of our basic services we provide and others can be provided to clarify specific needs. Our TEAM is dedicated to providing personalized and timely service to each of our clients. / Tel: 214 – 702 – 2386 / Email:

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How We Work: • Understanding Business. We first conduct our own thorough analysis of the client’s business, these unbiased analysis help us to identify current and potential red flags. • Understanding Client. 1st discussions will produce an outline of clients’ business challenges and areas of improvement, and more importantly, the organizational dynamics of their organization. • Collect Data. Our work is data driven, and we collect crucial qualitative and quantitative data to analyze the problems are central to developing the right solutions for our clients. This process helps us, and our clients, navigate through issues that are not always obvious. • Define Objectives. Once a consulting plan is developed and agreed upon, we immediately start working on each and every goal. • Identify the Issue. Collecting the necessary information from our first meeting, we compares our analysis and the information collected from the first meeting. If our findings are aligned with the client’s understanding of the challenges, we begin to develop a thorough, feasible, cost-effective, and understandable plan that / Tel: 214 – 702 – 2386 / Email:

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will help our client. However, if our findings differ greatly from clients’ perceived challenges, we initiate another discussion to disclose our findings and bring their attention to other current and potential challenges that could significantly impact the implementation of our recommendations. • Ensure Quality. Every document, analysis, plan, idea, or product that we develop for our client goes through a peer-review. This process, although sometimes rigorous, allows integration of varied ideas, ensures quality of analysis. • Measure Progress. We conduct a mid-term evaluation of the project for our client to identify whether the intended goals are being achieved and what is left to accomplish. Based on this evaluation, we review the original Work Plan and, working with the client, make necessary changes in strategy from that point forward. • Evaluate Outcome. Once a project is complete, we also conduct an outcome evaluation to detail the strategies that were used, information that was collected, and value added to the company’s bottom line / Tel: 214 – 702 – 2386 / Email:

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Why Us: • We Listen & Give You Honest Feedback We Listen to your ideas, plans and objectives for your business, we discuss and study them in the context of your business, we advise you on possibilities and where we disagree with you, will be completely honest about it, diplomatically giving you giving you the reasons for disagreement. We then select the best solution to fit and propose it to you as the recommended way forward. • With Us You Are A Person, Not A Number. We pride ourselves on taking a personal interest in everything we do for you. We'll tailor our approach to your individual needs and requirements and provide individualized services in the process. • We Offer Competitively-Priced Services. Our prices are competitively - priced. We manage to contain our prices by diligently controlling our costs and by ICT solutions and reducing the needs for costly overhead. In keeping our prices competitive, we do not compromise on quality. • We Do Not Compromise On Quality. We firmly believe that what we do reflects our name – both as a firm and as an individual working on an assessment. We make it a point never to compromise on our rigorous quality standards. / Tel: 214 – 702 – 2386 / Email:

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• We Are Flexible, Transparent And Client-Focused. From our 1st meeting, we provide you with the flexibility your business needs at every stage of the relationship. We'll deliver solutions to meet you evolving needs. • Confidentially. We guaranty the utmost confidentially in all matters referred to us in line with both our professional code of ethics and contractual obligations.

Contact us NOW... what you do today can improve all your tomorrows. The team at CAG is always here to help, whether you want to talk about services we offer, how we can help your business grow, or any other question you might have. Reach out to us at 214-702-2386 or Email . / Tel: 214 – 702 – 2386 / Email:

Copani Advisory Group 9 / Tel: 214 – 702 – 2386 / Email:

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