Spirit Investments, LLC Recommending a StrategyIdeas for Today and Tomorrow

Vision Statement Creating superior investment opportunities for the

stakeholders of Spirit Investments, LLC results in an image of excellence within the community it resides; recognized by innovation, quality, serviceability, and satisfaction by its internal and external constituents.

Mission Statement Spirit Investments, LLC provides continuous

commitment to diversification within the business-to-consumer and business-to-business markets achieving superior returns for its investors by delivering time-saving services and rewarding products valued by its constituency.

Value Investment Goal and Objective Goal: Seek opportunities to acquire

privately-held companies in North Texas and other regions that possess unique operational characteristics and product or service differentiation.

Objective: Locate and identify businesses with healthy financial positions representing attractive acquisition values by motivated sellers willing to divest their ownership interests to talented business managers and investors who are capable of maintaining the integrity of operational uniqueness and product or service differentiation.

Absentee Owner Goal and Objective Goal: Identify absentee-owner, investors who

possess similar risk tolerance with the desire to acquire, manage, and grow financially healthy businesses that represent unique operational characteristics and product or service differentiation.

Objective: Present offers to current business owners on behalf of new investors to acquire their privately-held business assets with the assurance that operational uniqueness characteristics and product or service differentiation will be maintained and expanded.

Community Enrichment Goal & Objective Goal: Be responsible, dedicated members of the

community by contributing to the enrichment of business and cultural affairs through ethical standards and impeccable code of conduct.

Objective: Reach out to distressed, privately-held companies offering fair value for their business as an investment, maintaining employment in the community it serves and relationships with its stakeholders.

Today’s Privately-Held, Absentee-Owner Business Climate

Acquire positive cash flow businesses. Assume reduced asking price from motivated

sellers. Receive lower price-to-earning ratios in the

immediate recessionary market. Diversify cash flow from traditionally profitable

industries. Choose high quality businesses in select locations. Seize ownership opportunity for businesses with

unique operation/ product or service differentiation.

Why Not Wait Until the Market Recovers? “Some people see things that are and ask, Why?

Some people dream of things that never were and ask, Why not? Some people have to go to work and don't have time for all that. The status quo sucks.” -George Carlin-

“In early 2008 the worldwide value of all mutual funds totaled more than $26 trillion.” -Wikipedia-

“From 1984 to 2002, the S&P 500 (which reflects most of the U.S. stock market) averaged an annual return of 12.2%. Mutual funds, meanwhile, averaged a 9.3% return. And individual mutual fund investors like you and me? Well, on average, we earned ... 2.6%.” -John Bogle- “Where Did the Average Investor’s Money Go?” Motley Fool, June 17, 2009

What Action Will You Take? Settle for “New Normal” lower return investments.1

Maintaining the status quo will result in making the wealthy, wealthier. Will you accept the demise of Wall Street investment returns?

Continue borrowing from the future to meet the need of today’s living standards.2

Difference between you and the Treasury Department… they can print money. How will you compete against the international regulatory environment when it

comes to borrowing money for a loan? Create personal wealth by investing your savings in investments

you control.3 Control your personal wealth by establishing a Self-Directed IRA. Will you manage risk by investing in real, tangible assets you manage and

control?1 “The New Normal” Personal Finance Weekly Oct ‘09 Elliott H Gue, www.kciinvesting.com2 “Staying Rich in the New Normal” Pimco Investment Outlook Jun ’09 Bill Gross,

www.pimco.com3 Retire Rich With Your Self-Directed IRA: What your Broker & Banker Don’t Want You to Know

About Managing Your Own Retirement Investments, Nora Peterson © 2006 Atlantic Publishing Group, Inc.

Recommendation Acquiring locally owned, privately-held businesses:

allow you to generate, control, and manage cash flow; achieve individual level of risk-to-reward tolerance; and decide the level of participation from absentee-owner to

owner-manager. What decision will you make to control your financial

destiny? If you have the risk tolerance to be personally

accountable for your investments and oversee the management of your personal wealth, take action by:

Establishing a self-directed IRA; Join a risk pool of like-minded investors; and Enjoy the peace-of-mind that you have controlling your

personal wealth.