Integrity Capital Investments, LLC

Our process considers and addresses why boomer small business owners have not engaged in transition planning including: • They are unprepared for retirement and are fearful that the sale of their company will not fetch enough proceeds to fund their retirement plans and needs. • They have some or all of the money they need to live comfortably in retirement but have no clue what they would do all day if their business were sold. • Their sense of self-worth, ego, and respect are all inextricably tied to the operation of the business

• Baby boomer business owners are retiring in record numbers • Boomers own 2.34 million small businesses in the U.S., employing more than 25 million people. • Many are at a crossroads and need to decide if they will sell their business or pass it to a successor. • Recent surveys have shown that more than 58% of small business owners have no transition or succession plan.

Baby Boomers (people born between 1946 and 1964) own 40% of small businesses or franchises. Many of these are service-based businesses including auto shops, plumbing businesses, hardware repair companies, and more. Experts estimate that roughly 10,000 Baby Boomers retire each day.

Scaling a business means growing the company in a way that allows it to increase its reach and profits by producing more output with less input. Scaling a business is different from growth because scaling is a strategic move to increase profit, while growth is simply an increase in size.

Intermediaries – Our Philosophy We seek to build mutually beneficial relationships with investment banks, business brokers, advisors, and buy-side search professionals. We view you as an extension of the business owners, management teams, and employees of our potential partner firms.

Partnerships – Our Philosophy At the core of our business model is our passion for Partnerships and People. Before investing in a company, we feel that it is our job to listen to the vision of the business owners and their management teams to determine if we can support their vision and add value

We acquire and grow small to middle-market companies with a concentration on: • residential and commercial services • manufacturing leadership • electrical construction solutions

At the core of our business are three simple philosophies that are exemplified in our values: • We value the partnerships and relationships we build. • Our intermediaries are the lifeblood of our vision • We call our portfolio companies “partner entities” because we are invested in them for the long haul

Our multi-stage buyout provides a hold period for owners seeking: • An upfront cash via a buyout • The opportunity to retain an ownership position • The ability to remain involved in the management and growth of the business • The ability to benefit from a second sale or recapitalization of the business

Our value-added book of knowledge includes: • Tools to enhance company operations • Corporate training for vision alignment • Acquisition and capital fundraising • Succession planning • Back-office services