Corporate Business Solutions

Jeannine [redacted] is the owner of [redacted] Sales in Los Angeles, CaliforniaOn March 9, she asked CBS to conduct a business analysis on her business As a result of that analysis, Ms [redacted] contracted for management consulting services The original agreement called for hours of consulting at the rate of $per person assigned per hour, plus reasonable travel related expenses and a per diem of $per day With Ms [redacted] ’s approval, the consulting engagement ran hours of which she paid of those hours At the end of the consulting engagement Ms [redacted] expressed her opinion of the services CBS provided in a letter She praised the work of the consultant, as she had done each and every week throughout the engagement, and criticized the payment model On April 27, 2016, personnel from ClientSRV contacted Ms [redacted] for the purposes of discussing her letter Once more, Ms [redacted] complimented the actual work performed by CBS and complained that the payment methodology was too fast ClientSRV arranged for her to speak with CBS collection personnel who initiated the weekly installment plan to accommodate [redacted] ***’s ability to pay In addition, ClientSRV personnel explained the Assurance Program, detailing the reports that [redacted] would be required to submit CBS records indicate that they failed to receive any reports from [redacted] ***Prior to receiving Ms [redacted] ’s Revdex.com complaint, CBS had been in communication with her attempting to arrange a return visit On April 11, 2017, CBS met with Ms [redacted] to review [redacted] ***’s progress Several areas were reviewed, including but not limited to, Sales and Marketing, Financial Management, Operations, and Non-Project related conditions In the area of Sales and Marketing, CBS was to develop a product launch Ms [redacted] agreed that it had been completed and executed by [redacted] *** CBS was also tasked with creating and implementing a new sales program with metrics and accountability Ms [redacted] agreed that this aspect of the engagement was also fully implemented and executed by [redacted] except that she was not willing to discipline underachieving sales employees As a result, many of the metrics were ignored It was explained that without accountability her goals in this area would never be achieved Ms [redacted] agreed with the assessment but made it clear that she would take no action for poor performance In the area of Financial Management, CBS was to identify three sources of equipment funding to replace [redacted] ***’s current provider Ms [redacted] agreed that CBS had met this goal; however, [redacted] had decided to stay with its current provider CBS was also requested to establish weekly metrics and the processes to evaluate these metrics so that they could be routinely reviewed b [redacted] *** Ms [redacted] agreed that CBS had accomplished this task, yet she decided to exclude her Operations Manager from those reviews because she believed that it was a waste of time Additionally, CBS created a business introduction package to provide a prospectus for new product lines Once again Ms [redacted] agreed that CBS had met this objective but [redacted] had not added any new products to date CBS worked with [redacted] ***’s Operations Manager to improve his ability to manage employees for better utilization and efficiency Ms [redacted] agreed that CBS had fully implemented and executed this training; however, [redacted] had discontinued the reporting and accountability production reports because her employees did not like it In the interim, Ms [redacted] reported that [redacted] had lost one of its largest customers This customer accounted for approximately 30% of [redacted] ***’s businessCBS introduced [redacted] to a company that sources loans for businesses that cannot obtain financing from traditional institutions CBS has no financial interest in this company and obtains no financial benefit from them in the event [redacted] elects to borrow funds Ms [redacted] chose to borrow monies from them and agreed to the terms and conditions of the loan CBS contacted the broker of the loan once it was made aware of [redacted] ***’s situation and asked that they modify their payments to accommodate their situation CBS has no ability to alter the terms of their loan with a third party vendor but has encouraged the vendor to consider her requestCBS has fully implemented and executed all of the goals and objectives that [redacted] expressed in the scope of work governing the consulting engagement to the approval and satisfaction of Ms [redacted] Ms [redacted] acknowledged her unwillingness to execute upon the recommendations provided by CBS [redacted] failed to participate in the CBS Assurance Program and as a result the 2:Assurance could not be provided CBS followed through on all of its promises, despite Ms [redacted] ’s allegations to the contrary The rates for consulting services are well within industry standards and are not inflated in any manner At the time of the consulting engagement, [redacted] was a viable candidate and could have benefitted from those services The unfortunate events related to the loss of a major customer could not have been anticipated at the time CBS is not in the business of selling businesses for a fee CBS does offer valuation services to inform a business owner of the value of their business and such a valuation may be useful in determining the sale price for the business If Ms [redacted] was interested in selling [redacted] ***, CBS would refer her to any one of several companies to effectuate her desiresCBS values its relationships with all of its clients and works diligently to ensure their success Ms [redacted] may contact the Client Services Department at any time at the telephone numbers that were provided to her in the Value Enhancement Plan (VEP) and subsequent Value Enhancement Reviews (VERS) CBS looks forward to the opportunity to provide [redacted] with further assistance

DC Casework, LLC has made a reasonable request and CBS has elected to write off the remaining balance owed This action should resolve of Ms [redacted] issues We appreciate the opportunity to work with DC Casework for the limited amount of time allowed and wish them the best in their future business endeavors

Corporate Business Solutions, Inc(CBS) is surprised to learn of Mr [redacted] ’s dissatisfaction after almost yearsOn September 30, 2013, CBS met with Jay [redacted] & Sons, Incto conduct a business analysisThe analysis lasted two days and was performed by a Senior Business Analyst (SBA) On October 1, 2013, Mr [redacted] and the SBA executed a consulting agreementThis agreement contemplated hours of consulting at $per hour, +/- 10%,reasonable expenses, and $per diemThe project was divided into phases, the first being hours and the second being hours On October 2, the Project Manager and Business Consultant arrived and prepared a scope of work, often referred to as a Value Enhancement Program (VEP), with the assistance and approval of Mr [redacted] The projects goals and objectives were: controlling cash and enhancing profits, improving organization and management effectiveness, business development and succession planning, strategic planning processes, and developing a financial plan In each of the areas there were numerous sub-categories in need of attentionOn October 2, 2013, CBS also drafted a Value Enhancement Review One, which summarized the accomplishments by the client and CBS’ consultant to date It was examined and approved by Gerry [redacted] , Sr On October 3, CBS prepared a Value Enhancement Review Two; it was examined and approved by Gerry [redacted] , SrOn October 10, & 2013, respectively, the consultant prepared Value Enhancement Review Three and Four, which were examined and approved by Gerry [redacted] , SrIn the consulting agreement there is a provision that a Mr [redacted] can terminate the consulting engagement at the end of any business dayMr [redacted] is only responsible for fees and expenses previously incurred In a letter dated, October 17, 2013, MrGerald [redacted] Srcanceled the consulting project before its completionAt that time, CBS had only completed hours, or 60% of the consulting engagementWith the project canceled prematurely, Mr [redacted] could not expect to achieve the benefits originally contemplatedIn Mr [redacted] ’s closing letter from October 17, 2013, he states, “Bill has taught me the meaning of breakeven and how to get the true cost of operating our quarryThe new procedure for handling change orders will help me control job cost from here on.” The client did not express dissatisfaction with CBS’s workThe project was ostensibly canceled because Mr [redacted] ’s son and son-in-law were unavailable for trainingOn October 28, 2013, CBS personnel called and left a message for Mr [redacted] , unfortunately, that call was never returned CBS does have an assurance program for clients who successfully complete their consulting engagementJay [redacted] & Sons, Inconly completed 60% of the project; therefore they did not qualify for the programDue to Mr [redacted] ’s decision to terminate the consulting engagement prior to its completion, the delay in notifying CBS of any dissatisfaction for almost years and his refusal to respond to CBS’s inquires in 2013, a refund of any amount is unwarranted If Mr [redacted] would like to resume project or has any questions about the project he should contact CBS, ClientSRV at [redacted] or [email protected]

To make sure all issues are resolved in a timely and satisfactory manner, Corporate Business Solutions, Inc [redacted] has retained the services of ClientSRV, LLC (ClientSRV) to assist clients in resolving their concerns ClientSRV discovered that Mr [redacted] executed an agreement to retain the consulting services of [redacted] on November 10, The project was projected to take hours to complete, which was broken down into three phases The first phase was to encompass cash management, second phase was to cover finances and operations, and the third phase was to cover sales On November 11, a Project Manager and a Business Consultant arrived and prepared a scope of work, referred to as a Value Enhancement Program (VEP) This document outlined a plan to assist Concepts in Concrete in monitoring the progress of the engagement and as a reference manual for their use after the project had been completed On the second day of the engagement, November 12, 2015, the Project Manager and Business Consultant arrived at Mr [redacted] place of business and were informed by the client over the phone that he no longer wished to continue the engagement According to the Agreement for Services executed by Mr [redacted] , “client may conclude or recess an engagement, at the end of any business day by so informing the SPM or [redacted] on premise; at the same time presenting to the SPM or [redacted] a check for all fees and expenses due through the end of the business day of termination ” An invoice for the two days of services in the amount of $17,was left at the office No payment was issued at the time and the file was turned over to ***’ corporate collections department for collection In his complaint, Mr [redacted] claims that ***’ representatives promised solutions to their financial problems and a cash flow report for their business [redacted] agrees with Mr [redacted] statement, however, it is unreasonable for Mr [redacted] to expect [redacted] to deliver services, estimated to require hours to complete, within two days of beginning the engagement [redacted] was not able to deliver the services Mr [redacted] requested because of his premature termination of [redacted] services [redacted] strongly disagrees with Mr [redacted] statement alleging that [redacted] took advantage of their small business and for charging them for services that were not rendered [redacted] arrived at Concept in Concrete pursuant to the Agreement for Services Mr [redacted] executed on November 10, Mr [redacted] was only charged for two days of work, which is consistent with the “Fees” clause outlined in the Agreement for Services ClientSRV personnel audited [redacted] expenses that the Senior Project Manager and Senior Business Consultant billed to Concepts in Concrete Although many of ***’s consultants receive free upgrades due to their frequent travels, we did notice the expenses on the invoice presented to Concepts in Concrete were relatively high We were informed that the receipts were already provided to Mr [redacted] and have them available if Mr [redacted] requires an additional copy In conclusion, we understand Mr [redacted] concerns and appreciate the opportunity to address them Although we believe [redacted] acted in accordance with the Agreement for Services, we have encouraged them to consider resolving this matter as follows: Reduce the amount of the Invoice issued to Concept in Concrete to reflect billing for one consultant and one-half of the expenses If Mr [redacted] agrees to issue a payment for one consultant’s time ($7,000.00) and half of the expenses ($1,912.01), [redacted] will agree to write off the remaining balance of $8, If Mr [redacted] does not agree with ***’ proposal, he is encouraged to contact ClientSRV and discuss any reasonable alternatives If a mutually acceptable resolution is not achieved, [redacted] is willing to submit this matter to arbitration with the American Arbitration Association, as provided in the Agreement for Services

Corporate Business Solutions properly evaluated Ms [redacted] ’s business after reviewing its internal documentation of performance Businesses that are not performing are the ones that need management consulting services the most It is impossible to predict the future performance of any company Through systems, processes, and procedures you can sharpen the focus on your critical variables and key performance indicators, but it is impossible to predict market forces which may occur The reference to particular events was obtained from the information gathered from [redacted] ***s files If the information reported was incorrect that would explain the misunderstanding Ms [redacted] refers to in her reply Corporate Business Solutions attempts to make it abundantly clear that it does not supply financing for clients, as indicated in the Agreement for Services executed by Ms [redacted] Corporate Business Solutions takes no part in the decision made by third-party lenders to provide financing to clients and receives no compensation for any referral that it makes on behalf of a client We are only interested in the changes that a business must implement to improve their profitability Experience with hundreds of thousands of business owners has taught us that change will not happen without a business owner committed to making a timely decision If a business owner refuses to engage, the prospects for implementing change are significantly reduced Corporate Business Solutions does not utilize “bully tactics” or “high pressure” to force clients to engage their services Business owners have ample time to consider their decision and there are several alternatives to contracting for consulting services In some instances, a recommendation to sell the business may be appropriate; obviously, Ms [redacted] did not believe that to be the case in this instance Corporate Business Solutions remains committed to the success of all of its clients and is willing to support the consulting engagement’s goals and objectives as outlined in the scope of work that was approved by Ms [redacted]