Core Performance

Wheelhouse®

Core : noun, often attributive \ˈkor\

1. A central and often foundational part usually distinct from the enveloping part by a difference in nature

2. The central idea or most important part of something3. A basic, essential, or enduring part

Modern baseballs are the product of a very regulated and transparent manufacturing process designed to ensure consistent and repeatable, high performance results under stress.

PERFORMANCE

PerformanceCenter

HOM E P L AT E

Wheelhouse

Certified Wheelhouse CEOs

PerformanceCenter

HOM E P L AT E

Wheelhouse

Access to Wheelhouse Experts

Certified Wheelhouse CEO

PerformanceCenter

HOM E P L AT E

Wheelhouse

Access to Wheelhouse Experts

Certified Wheelhouse CEO

Wheelhouse Performance Modules

PerformanceCenter

HOM E P L AT E

Wheelhouse

Access to Wheelhouse Experts

Certified Wheelhouse CEO

Wheelhouse Performance Modules

Wheelhouse “Co-Investment” Opportunity

PerformanceCenter

HOM E P L AT E

Wheelhouse

Access to Wheelhouse Experts

Certified Wheelhouse CEO

Wheelhouse Performance Modules

Wheelhouse “Co-Investment” Opportunity

Aligned IncentivesPerformance

CenterHOM E P L AT E

Wheelhouse

Access to Wheelhouse Experts

Certified Wheelhouse CEO

Wheelhouse Performance Modules

Wheelhouse “Co-Investment” Opportunity

Aligned Incentives

Better than Average Returns – Faster

PerformanceCenter

HOM E P L AT E

Wheelhouse

Certified CEOso CEO’s are screened for industry experience

related to the Companyo Candidates are not “strangers” to

Wheelhouseo Vetting includes:

Interviews with WH Partners Interviews with Company Stakeholders WH Expert input and process

certifications Personality assessment Skills Inventory Proof of positive performance over a

prolonged period of time PE experience Board experience P&L commensurate with the Company

PerformanceCenter

HOM E P L AT E

Wheelhouse

Wheelhouse Experts

o Wheelhouse executives with deep cross-functional expertise in multiple business disciplines

o Aligned to support the development and implementation of Wheelhouse Modules within WH Portfolio companies

o Short term leadership roles within portfolio companies to create conditions for success

o Vetting includes: Interviews with WH Partners Interviews with Company Stakeholders WH Expert input and process

certifications Personality assessment Skills Inventory Proof of positive area of expertise

performance Industry certifications as appropriate

PerformanceCenter

HOM E P L AT E

Wheelhouse

PerformanceCenter

HOM E P L AT E

Wheelhouse

Performance Modules•Set Conditions for Success•Assess Company Drivers•Visibility of Market Drivers•Document Key Processes•Start Planning•Start Reporting

100 Day Plan

•Establish F&A Procedures •Assess current process•Recommend•Communicate Compliance•Provide Best Practices•Metrics Linked to Financials•Establish Standard F&A Rpts

Finance & Acct

•Assess Current Plan•Develop and align planning process•Determine planning tools•Set Methodologies•Teach Levels of Planning•Provide Best Practices•Set planning in motion

Planning

•Align Functional Reports against Drivers•Report Key Metrics•Set Business Metrics•Set Formats•Data Integration

Reporting

•Generate New Revenue•Establish Sales Pipeline•Create Routine Report•Increase Sales Activity

Sales

•Business Process Map•Prioritize Changes•Deploy Supporting Tech•Deploy System•Train•Manage System

Process Improvement

•- Systems Approach•- ERP•- Mfr Resource Planning•- CRM•- Integrations•- Training

IT Strategy and Implementation

Co-Invest Opportunity

o Wheelhouse will to co-invest with PE

o Target investment company profile:

o Industry vertical focus

PerformanceCenter

HOM E P L AT E

Wheelhouse

PerformanceCenter

HOM E P L AT E

Wheelhouse

oCEO ‘s not looking for Long term “job”

oWheelhouse Payout is upon successful liquidity event

o Investors paid up front

oAll incentives aligned to 3-5 year growth pattern for the portfolio companies

Aligned Incentives

Due Diligence•Wheelhouse Partners•Risk Identified•Bull pen CEO Brought In•Safety Net Plan Built•100 Day Plan Designed

Build Foundations (1-3 mos)•Wheelhouse Team Effort – 100 Day Plan

•CEO looks at Strategy •Current Processes Documented•Functional Assessments by Experts•Finance, Accting, Sales, Operations•Foundations (Modules) Implemented

Strategy (3 mos)•Strategy •New Personnel On-Board•Operational Alignment of Processes•Systems Integration Starts•Reporting Transparency Established•Process Efficiency Baseline Metrics

Operational Efficiency (6 mos)•Inefficiencies Identified•Process Improvement Projects begin•Operational Procedures Monitored•Financial drivers are clear•Sales Targets are Clear•Training Support Plan Implemented

Due Diligence•Operating Partner•100 Day Plan Built

Hire CEO (1-3 Mos)•Recruiting Fee•Base Salary+ Benefits•50-100% Bonus•5-7% Equity

Assess (2-3 mos)•CEO Evaluates Team•Looks at Leadership•Hires new People

Strategy (6 mos)•Strategy •Operational Assessment•Customer Retention

Operational Procedures (12 mos)•Operational Alignment•Systems decisions•Process decisions

Speed and Management Certainty = $

Traditional Model <$

Months 1 3 4 5 6 7 8 9 10 11 12+

PerformanceCenter

HOM E P L AT E

Wheelhouse

PerformanceCenter

HOM E P L AT E

Wheelhouse

Contact Information

Wheelhouse-LLC131 Third Avenue N, Suite 203Franklin, TN 37064

email: lgarrad@wheelhouse-llc.comPhone: 615.567.4200