The LSW process begins with a review of all relevant financial documents, contracts and relationships as well as interviews with advisors, staff and owners. In-depth interviews are held with ownership to determine the existing business, financial and personal long term goals. After the reviews and interviews are completed, a meeting(s) with all ownership present will be held to discuss the results of the findings to that date. The discussion will focus on resolving any issues concerning goals.

During the analysis and recommendation process, Len will function as coordinator of a team of financial specialists who will help to develop specific portions of the financial strategy. Specialists currently advising the business will be used if requested. Specialists retained by Len are people he has a long working relationship with who also have extensive experience working with privately owned businesses and their owners. Any specialists retained by Len must be approved by ownership.

After the analysis phase is completed and all the issues concerning goals are resolved, a presentation will be made which will include:

• Summary of the Analysis Process
• Overview of Existing Financial Structure
• Estimate of Firms Current Market Value
• 1, 3 and 5 Year Goals
• Financial Strategy to Accomplish Goals

By employing LSW, you and your business will be receiving the attention of a coordinated team of financial specialists who are independent of one another yet focused by Len to provide the most cost effective integrated financial strategy for you and your business. The results will not only enhance your monetary rewards, they will also give you the personal satisfaction of knowing that "Everything is in order."