A Mariner Holdings Company

ALLIED BUSINESS GROUPINVESTMENT BANKING

VALUATION ADVISORY

FORENSIC ACCOUNTING

ALLIED BUSINESS GROUPAllied Business Group is a boutique advisory firm providing

investment banking, valuation advisory, and forensic accounting

services to privately held companies throughout the U.S. Our

diverse team of professionals provides solutions to the complex

challenges and opportunities faced by business owners.

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WHAT MAKES US DIFFERENT?

A HOLISTIC APPROACH TO YOUR COMPANY’S VALUE

We offer solutions for every phase of a company’s life cycle by providing the first-hand experience

and technical knowledge needed to determine, build, protect, and monetize the value of your

company.

Our diverse team is comprised of experienced M&A professionals and credentialed experts in

valuation, finance, accounting, and marketing. As a small firm we can adapt our practices to address

your unique situation and provide the personalized attention you need to achieve your strategic

goals.

We assign a multidisciplinary team to each engagement to identify and review every option available,

which allows you to make informed decisions with confidence.

We also offer companies the services and resources normally associated with larger firms, including

proprietary deal software, exceptional financial and marketing documentation, and a dedicated

support staff. We leverage our collective expertise and innovative tools to help you achieve your

strategic and financial objectives.

DETERMINEBusiness Valuation

Due Diligence

BUILDStrategic Consulting

CFO Services

Capital Raising

Buy-Side M&A Advisory

PROTECTDispute Consulting

Forensic Accounting

Fraud Prevention

MONETIZESell-Side M&A Advisory

Recapitalizations

INVESTMENT BANKINGAs a business owner, you’ll face many challenges throughout the life of your business. You’ll

need to know how to increase the value of your company or choose the best option for raising

capital for growth and expansion. Ultimately, you’ll want to identify the best succession plan,

which may involve the sale of your company. Allied Business Group can help you address

these challenges strategically by taking a long-term view of your goals and your company’s

unique strengths.

Unique Process

We orchestrate successful deals by implementing a proven process on every transaction.

Our size allows us to adapt our established practices to meet your unique goals and

provide you with personal attention every step of the way.

Experienced Team

When you work with Allied, you work with a diverse team of M&A professionals, including

experienced deal makers and experts in finance, accounting, and marketing. Since our

inception in 2002, we’ve completed over 100 transactions spanning a variety of industries

including manufacturing, healthcare, agriculture, distribution, retail, construction, IT, and

business services.

Unparalleled Resources

We offer valuable resources that are often out of reach for middle-market companies.

Our deal makers leverage innovative tools, such as our proprietary deal management

platform, ClearDeal, and a dedicated support staff to help you achieve your strategic and

financial objectives.

Our Services � Sell-Side M&A Advisory

� Buy-Side M&A Advisory

� Due Diligence

� Capital Sourcing

� Recapitalizations

� CFO Services

� Fairness Opinions

VALUATION ADVISORYA business valuation is a valuable tool that can provide you with a deeper understanding

of your company’s strengths, weaknesses, risks, and growth opportunities. Shareholders,

investors, attorneys, lenders, and regulatory agencies often rely on business valuations to make

decisions involving significant financial implications. Allied Business Group provides accurate,

reliable, and defensible business valuations for a variety of purposes, including:

� Marital Disputes

� Shareholder Disputes

� Economic Damages

� Bankruptcy

� Life Insurance

� Intellectual Property

� Selling a Company

� Buying a Company

� Buy-Sell Agreements

� Financing

� Gift & Estate Tax

� Charitable Donations

� ESOPs

� Portfolios

� Derivatives

� Purchase Price Allocations

� Goodwill Impairment Testing

� IRC 409A (stock options)

Valuation Purposes

Integrated Concept

We combine intricate knowledge of valuation theory with first-hand experience in mergers

and acquisitions. As a result, we deliver highly accurate valuation reports that closely

reflect current market conditions.

Defensible Opinions

Our unbiased valuation reports consistently meet stringent IRS standards and have held

up to scrutiny from lenders, buyers, and other appraisers in court. Our professionals hold

some of the most highly regarded certifications in the valuation industry.

Exceptional Quality

Every valuation we complete is reviewed by a team of experts from across our

organization. Through our internal review and control processes, we can expedite the

valuation process when necessary, allowing us to meet your time-sensitive demands.

Our forensic accounting experts possess valuable, specialized skills that can help owners

protect their companies from fraud and resolve legal conflicts. Allied Business Group assists

business owners and their attorneys by providing forensic accounting and dispute consulting

services for personal and shareholder disputes, complex commercial disputes, and fraud cases.

FORENSIC ACCOUNTING

� Fraud Prevention & Detection

� Fraud Investigation

� Economic Damages

� Marital Disputes

� Shareholder Disputes

� Expert Witness Testimony

Our Services

Team Perspective

Our team is comprised of Certified Public Accountants, Certified Fraud Examiners,

Chartered Financial Analysts, and experts in forensic accounting, business valuation, and

mergers and acquisitions. This depth of knowledge allows us to accept highly complex

assignments.

Responsive Service

We are familiar with legal protocols and the time-sensitive nature of the dispute resolution

process. Our team approach allows us to remain flexible and to accept large engagements

with time constraints that are too aggressive for other firms.

Diverse Industry Experience

Our professionals have collaborated on hundreds of engagements involving companies

across a broad range of industries, including manufacturing, health care, agriculture,

retail, and energy. Our diverse industry expertise helps us provide more effective

solutions to our clients’ unique challenges.

Our mission is to bring unparalleled investment banking, business valuation, and

forensic accounting services to middle-market companies. However, we understand

that our clients sometimes face challenges that require solutions outside our core areas

of expertise. To address these challenges, we draw on the vast resources of our parent

company, Mariner Holdings.

Mariner Holdings is a global network of wealth advisory and investment management

firms focused on delivering holistic advice to help clients achieve their personal financial

goals. Through Mariner, we give clients access to services that include:

We leverage our parent company, Mariner Holdings, to provide clients with unparalleled financial advice.

� Financial planning

� Investment management

� Accountancy and tax

� Trust services

� Risk management

� Insurance consulting

� Philanthropy

� Fiduciary services

� Family governance/education

About Mariner Holdings

Mariner Holdings was founded in 2006 and has since grown from $300 million in assets

under management (AUM) and eight employees to over $35 billion AUM and 450 employees.

Based in Leawood, Kansas, Mariner focuses on providing wealth and asset management

services through its two subsidiaries: Mariner Wealth Advisors and Montage Investments. To

learn more about Mariner and its subsidiaries, visit www.mariner-holdings.com.

ALLIED BUSINESS GROUP, LLCADDRESS 7007 College Blvd., Suite 400 Overland Park, KS 66211

PHONE 913.897.3599

FAX 1.888.857.0169

E-MAIL info@alliedbizgroup.com

WEBSITE www.alliedbizgroup.com