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The Bench

The Bench. Mission Statement. What’s Going On? A thletes and entertainers are being overcharged and under managed by many of their professional advisors. Their Financial Advisors, Accountants, Bankers, Lawyers and Business Managers are each addressing different financial issues …

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The Bench

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  1. The Bench

  2. Mission Statement What’s Going On? Athletes and entertainers are being overcharged and under managedby many of their professional advisors. Their Financial Advisors, Accountants, Bankers, Lawyers and Business Managers are each addressing different financial issues… The result is a fragmented, incoherent strategy that leaves the client no closer to understanding their financial position or achieving their goals. The SolutionThe Bench Sports Management GroupLLCserves high-net worth individuals using a holistic and integrated approach.We help our clients to explore all opportunities to maximize revenues and avoiding mistakes that are costly. This approach gives both The Bench and our clients a clearer picture of their assets, enabling us to foresee problems early and devise solutions quickly. We couple honest, insightful advice with the highest level of integrity and forensic financial consulting and act as a non-biased advisor who discloses all financial risk in its simplest terms.

  3. AAA Model Audit• Examine past and future cash transactions• Conduct due diligence on all expenses• Inspect past and current investments yields• Scrutinize business operations Analyze• Dissect proposals for future businesses• Conduct due diligence on all potential enterprises• Monitor spending habits• Identify potential risks Advise• Manage outside professionals• Serve as external advisor with no financial ties to current or future investment• Implement cash control system• Provide options for clients based on findings from audit and analysis processes Audit Analyze Advise The Bench Sports Management Group puts you in control of your assets by creating a clear picture of your entire financial situation. When you understand your circumstances and options, you can make wealth-building choices.

  4. Client Branding At The Benchwe strive to show our clients the best way to maximize their time in the spotlight. We do this in an overall approach, not just with traditional marketing and endorsements deals, but we look outside the box to try and find a niche that best fits the clients personality.

  5. Marketing Services Individual Attention: • Individual attention is top priority with a unique focus on opportunities • Primary goal is the clients individual goals created specifically for each playerunlike traditional agencies. • Through frequent communication with our clients and their family, we formulate individual strategies tailored to each player’s unique talents, goals and vision. • Sponsor RelationshipsShoes, Trading Cards & More • Media RelationsKey Local & National circuits • Fan RelationsFan Clubs & Personal Appearances • Camps & Clinics • Special Projects

  6. Lawyers Financial Advisor Employees Managing Professionals AfterThe BenchSports Management Group BeforeThe BenchSports Management Group Tax Specialist How you manage your team of professionals will ultimately determine the level of control you have over your assets. Spouse & Family Spouse & Family Employees Tax Specialist Agents Lawyers Financial Advisor Agents

  7. Understanding Where Your Money Goes… • What are your investments yields? • What is your monthly cash out-flow? • What services are you being billed?

  8. Pressures The Bench Sports Management Groupbelieves strongly that a comprehensive client-centric approach offers the best opportunity for successful wealth management. The holistic approach that we take requires attention to various disciplines, which when weaved together provide a complete and cohesive financial solution. Tax Planning Portfolio Management Investment Advisory Client Personal Finance Estate Planning

  9. Controlling Your Cash Building wealth requires capturing opportunities to make money, while avoiding costly financial mistakes. With systematic monitoring of your expenditures and income, you increase control of your assets and reduce cash flow uncertainty. Separate Credit Cards for Business and Personal Expenses Monthly Investment and Cash Flow Reports System of Reconciling Expenditures and Income Centralized Payment Systems

  10. Investigating Your Enterprises Increase Client Knowledge Cash Control Systems Due Diligence On All Expenses Enterprises are like other assets – they must be closely monitored and assessed on an on-going basis. The Bench Sports Management GroupLLC,through financial investigation, provides you with the information you need to protect your business. Managing Fixed Costs Industry Research And Trouble-Shooting Budgeting Identifying Charge Backs Implementing Strategies for Cost-Efficiency

  11. How will this opportunity generate revenue? What factors will aid in the success of this opportunity? Can I tolerate this kind of risk? When is a good time to invest in this opportunity? Examining Wealth-Building Opportunities Is this a good business/investment opportunity? Objective Assessment of Your Risk and Return Potential

  12. Putting You In Control At The Bench, professionalism means treating our clients’ personal and financial information with respect and confidentiality. The client, however, must be forthright and willing to disclose details of past and present business transactions and relationships. This information, combined with integrity and action from The Bench, will provide a clear picture of your financial situation. From The Client, We Need: • 100% disclosure • Complete autonomy in research • Access to information from all associates • Active participation and communication

  13. Risk vs. Reward Why Should I? • Best Case • A complete understanding of your financial situation • Security of knowing that you are in good financial standing • Cash control system in place • Worst Case • There are improprieties found and corrective actions may need to be taken • Some professional relationships may need to be discontinued Why Not!

  14. The Difference Our value to you lies in our objectivity – our ability to observe and analyze your situation from a completely objective position. At The Bench, we specialize in building and maintaining client awareness. Our business is helping you stay on top of your business. To make wise financial decisions, you must know exactly what is going on. We monitor your finances and alert you to any past problems, while keeping you abreast of your current situation. This means that unlike your other hired professionals, we have nothing to lose by helping you gain control. Objectivity No financial ties to your investments Client Focus The welfare of our client is our primary concern The Bench Sports Management Group LLC Clarity We present a clear picture of your financial situation Integrity We have nothing to lose by telling the truth

  15. Just a sampling of satisfied Clients NBA PLAYERSNFL PLAYERS Mardy Collins New York Knicks Skyler Fulton Jimmy Verdon Bengals Arena League Players Retired Players DeShane Dennis Dallas Eddie George DeVon Hicks Tampa Bay Marcellus Wiley J.J. Stokes European Basketball P.J. Tucker Israel Corsley Edwards Italy

  16. Client Services • The Bench’s professional advisors assure that our clients income and expenses are properly accounted for and that their financial assets are safeguarded. We offer a full range of business management services to meet our clients specific personal and professional financial needs. Some of these services are: • Pre-contract Tax Consultation • Financial Planning and Consultation • Financial Advice for Family Members • Licensing Agreement Audits • Budget Preparation • Income Collection • Bill Payment • Capital Preservation • Record Keeping • Financial Reporting • Federal and State Tax Planning & Preparation • Business Acquisition Reviews

  17. Who We Are • Contacts Andrew Goldman ~ Managing Partner Office 610.617.1262 Cell 484.431.0527 Email andy@benchsmg.com Marc Shuster ~ Insurance Specialist Cell 443.415.9507 Email marc@benchsmg.com Joseph Richmond ~ Manager Email rgihoops@hotmail.com Jeff Terry ~ Manager Cell 317.414.9262 Email jeff@benchsmg.com

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