Brian Valik

Exit Advisor Alliance (EAA) is a group of local advisors - Palm Beach, Boca Raton, Fort Lauderdale, Miami - dedicated to improving outcomes for business owners looking to grow, transition, or exit their businesses.

Board member - XPX Miami chapter. The Exit Planning Exchange is an association of diverse advisors sharing expertise and knowledge to help their private company clients build business value, transfer ownership and create a legacy of success in their lives and their communities. XPX's 1,100+ members are experienced advisors who work directly with owners/senior managers of companies with $10 to $250 million in revenues.

Boutique investment back of former Wall Street investment bankers, dedicated to delivering Wall Street-quality work and best practices to middle and lower-middle market companies (revenues ranging from $10 million to $250 million). Specialized in sell-side M&A and capital raising services, including equity, debt and hybrid/mezzanine capital. Focus on services-based businesses, including home, business & construction services, and financial services companies. Notable Accomplishments: - Managing the entire deal lifecycle - from sourcing and origination to executing a capital raise or company sale - ensuring seamless execution at every stage of the process. - Providing comprehensive support to clients in all stages of preparing for a sale or capital raise, including financial preparation and modeling, and marketing to strategic and financial investors. - Series 63, 79 and 82 certified. Brian Valik is a Registered Representative of Finalis Securities LLC Member FINRA/SIPC.

Assisted start-up companies (less than $10 million in annual revenue) with all financial actions of the company. Worked with companies in many different sectors, including technology, financial institutions, leasing, and health and wellness. - Oversaw financial forecasting, budgeting and analysis, implementing financial strategies that aligned with the companies' medium and long-term goals. - Managed the companies' capital structure, oversaw fundraising efforts and managed relationships with current and prospective investors. - Implemented cost-saving initiatives and improved financial processes, helping to drive growth and profitability. - Assessed and managed financial risks including cash flow and financial performance, working closely with stakeholders.

Over 10 years of experience at Goldman Sachs in the Investment Banking Division, supporting Financial Institutions clients such as banks, specialty finance companies, FIG technology firms, asset managers, and insurance companies. Provided expertise in M&A transactions, debt and equity financings, and Initial Public Offerings (IPOs) • Successfully executed over $20 billion in M&A transactions, including both sell-side and buy-side deals, assisting clients with M&A strategy, analysis and valuation, deal structuring, negotiation, and due diligence. • Structured, negotiated, and executed $25 billion in senior and subordinated unsecured debt offerings and $5 billion in hybrid capital offerings, including $6.3 billion in TARP repayment financings for regional banks. • Successfully led the raising of over $2 billion in capital for clients through Initial Public Offerings (IPOs), managing all aspects of the process, including strategy, market timing, due diligence, document drafting, and valuation analysis. • Oversaw expansion of the Business Development Company (BDC) business to $18 million in revenue by identifying strategic BDC relationships beneficial to Goldman Sachs. Let client initiatives involving IPOs, M&A transactions and financings. • Clients included blue-chip firms such as Goldman Sachs (supporting M&A and capital raising during the financial crisis), American Express, Wells Fargo, General Electric, GE Capital, KKR, Bank of New York Mellon, and Northern Trust.

• Prepared financial and strategic review reports for senior management, analyzing Morgan Stanley's position vs. peers to help evaluate business decisions and areas of opportunity. • Managed process of producing weekly reports of firm-wide results. Report provided information to the CFO and Head of Investor Relations for decision making, managing risk and reporting to regulators and other stakeholders.

• Served as one of three core members of the News Corporation audit team • Worked directly with News Corporation senior management to verify accounting accuracy of public filings and resolve inconsistencies in calculated vs. reported results at both the consolidated and individual business levels. • Audit and due diligence transaction experience: News Corporation's $4bn acquisition of certain assets from Chris-Craft Industries, $5.2bn sale of Fox Family Worldwide to Disney, Sky Global Networks S-1 filing.

Masters of Business Administration. Concentrations in Analytic Finance and Economics. Elected Co-Chair of Investment Banking Club with $100k annual budget.