Advisory services relating to business management and business operations, namely, offering advice and recommending solutions to business problems in the fields of risk assessment, risk management and human resources. Advisory services relating to the purchase and sale of private companies. Business consulting and advisory services, namely, matching and referring businesses in search of potential merger and acquisition partners. Business consulting services in the area of mergers and acquisitions. Business consulting services in the areas of exit planning, exit strategies, exit execution, business valuation, maximization of value for shareholders, business assessment, business risk assessment, business risk management and strategies for selling or transferring a business. Business consulting services in the fields of negotiation workflow, negotiation processes and online negotiation content management; data and document management services, namely, data compiling and analyzing in the field of negotiation and business management, providing business records management services, business management consultancy services, business consulting services for businesses and institutions in the field of negotiation and data-driven analytics, all of the foregoing relating specifically to negotiation and project management. Business consulting, namely, provision of management consulting, coaching and advisory services in the field of negotiation, namely, diagnostic analysis, strategic advice, negotiation methodology, negotiation process design, representation of third parties in negotiations, research services in the field of negotiation, advocacy services regarding issues affecting clients, providing the services of individuals experienced in negotiations, provision of consulting services using a database containing best practices in negotiation. Business consulting, namely, providing advice and information in the field of a family business, family business ownership, family business management, family business organization, family business succession planning, family business boards, family business governance, family business leadership development and family business asset management. Business management consulting and advisory services for businesses seeking financing, namely, providing advisory services to businesses in search of business investment, merger and acquisition and funding opportunities, financial planning services, and negotiation of commercial transactions for third parties seeking financing. Business management consulting and advisory services, namely connecting businesses in search of funding with investors in search of business investment opportunities. Business management services, namely, business planning, business strategic planning, business succession planning, tax advisory services, contract negotiation, business marketing and business consulting services. Business management, namely in the field of a family business, family business ownership, family business management, family business organization, family business succession planning, family business boards, family business governance, family business leadership development and family business asset management. Business management consulting services, namely, expert analysis and management consulting in business risk management, risk assessment, risk modelling, economics, market research, and market intelligence. Business services, namely, business advisory services in the areas of business risk, strategy and human capital. Business strategic planning, marketing, and business development services and related consulting provided to family business owners and private company owners and their professional advisors. Electronic storage of digital content for others, namely photographs, images, video files, audio files, information relating to managing projects, processes and work flow; data relating to managing projects, processes and work flow; text files, and documents relating to managing projects, processes and work flow; application service provider (ASP), namely, hosting computer software applications of others; providing ASP software and temporary use of on-line non-downloadable software for managing projects, processes and work flow; providing ASP featuring software and temporary use of online non-downloadable software for collaborative work among computer system users for collaborative editing and communication between computer system users; providing ASP featuring software and temporary use of on-line non-downloadable software for storing, cataloguing, organizing, and accessing digital content, namely photographs, images, video files, audio files, text and information relating to managing projects, processes and work flow; data relating to managing projects, processes and work flow; text files, and documents relating to managing projects, processes and work flow; computer project management services; hosting of digital content for others on the Internet, namely photographs, images, video files, audio files, information relating to managing projects, processes and work flow; data relating to managing projects, processes and work flow; text files, and documents relating to managing projects, processes and work flow. Financial consulting in the fields of mergers and acquisitions, wealth management, asset management and risk management. Financial consulting in the nature of providing merger and acquisition support services in the field of finance. Financial due diligence services for businesses, namely, performing a reasonable investigation into the finances of a business to allow the business or a potential investor or acquirer to make an informed decision regarding financial transactions and financial planning services. Human resources consultation in the fields of employee engagement and management, employee incentive award programs, administration of executive remuneration programs in the nature of salary structures, benefit programs, incentive programs and pension plans. Monitoring services in the fields of private company financial results and providing information, technical support, maintenance and consulting services for the aforementioned services. Personal coaching services in the fields of entrepreneurship, private companies, family businesses and succession planning. Project management services, namely; namely arranging and coordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, legal issues, finance, investments, accounting, tax, human resources, estate and legacy planning, business succession planning, insurance, wealth management, philanthropic planning, asset protection consulting services, trust services consulting, family business and private company consulting and advising. Providing electronic tracking of business assets to others for business purposes. Providing lifestyle services namely, concierge services and professional life enhancement coaching services. Providing temporary use of a non-downloadable web application for retrieving information about investing and wealth management. Provision of commercial intelligence, namely, providing market insight, research, analysis and business intelligence reporting. Wealth consulting services, namely counselling and consulting services in the field of wealth assessment, accumulation, management, preservation, and transition.

Business management; business administration; business management consulting services; business administration consulting services; business consulting services in the field of the development of business strategies and business exit plans. Business management services, namely management assistance; advisory services for business management. Business management services, namely arranging and coordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, legal issues, finance, investments, accounting, tax, human resources, estate and legacy planning, business succession planning, insurance, wealth management, philanthropic planning, asset protection consulting services and trust services. Business consulting services in the field of financial planning, wealth management and insurance products. Corporate finance services, namely arranging debt and equity for businesses. Family office services, namely advising families and individuals with respect to management of all aspects of their financial and business affairs, namely tax planning and preparation of tax returns, investment opinion and oversight, estate planning and administration, wealth management, personal and business risk management, family governance, family business advising, insurance planning, professional advisor coordination and strategy, succession planning, intergenerational inheritance planning and wealth transition planning; consolidated reporting. Family office services, namely arranging and coordinating of advice in the fields of personal and business risk assessment and management, business valuation and appraisals, legal issues, finance, investments, accounting, tax, human resources, estate and legacy planning, business succession planning, insurance, wealth management, philanthropic planning, asset protection consulting services and trust services. Financial advisory and management services related to structuring, negotiating and conducting a variety of transactions, including private placements, leveraged share repurchases, leveraged buyouts, management buyouts, employee stock ownership plans, corporate recapitalizations, mergers and acquisitions, joint ventures, divestitures and initial public offerings. Financial management via the internet. Financial planning and investment advisory services, namely the advising of others for issues relating to cash management, risk management, taxation, retirement planning, estate planning, business succession planning, and generational wealth transfer. Financial services, namely, comprehensive life management services in the fields of investment, debt management, insurance, estate planning; estate trust planning; estate and succession planning and tax planning; philanthropic planning. Financial services, namely, investment banking services; wealth management services; wealth planning; assisting clients with managing their financial affairs and assets; financial planning; financial administration of retirement plans; financial planning for retirement; financial statement projection services, financial risk assessment services; financial analyses; financial analysis and preparation of reports relating thereto; financial analysis and research services; financial analysis consultation services; financial asset management; financial forecasting; financial investment counselling; investment advice; merger and acquisition consulting; implementation and management of financial plans. Financial services, namely, sourcing and raising capital for a variety of transactions, including private placements, leveraged buyouts, corporate recapitalizations, mergers, acquisitions, joint ventures, divestitures and initial public offerings. Insurance services, namely insurance consulting services and financial asset protection consulting services. Insurance services, namely life insurance services, disability insurance services, casualty insurance services, critical illness insurance services, health insurance services, business insurance services, long- term care insurance services, corporate key person insurance services, buy-sell agreement funding services and group insurance services. Investment advisory services. Merger and acquisition services, namely, consultation on business and investment acquisitions and mergers, corporate reorganizations, corporate finance and credit negotiations, assistance with take-over bids, going public or private transactions and assistance with financing arrangements, including pre-acquisition services, post-acquisition services, strategic planning, market studies, business plans, identifying target companies, business review and due diligence, business valuations, tax and financial structuring, negotiating, post-acquisition integration and auditing services; business valuations and insurance investigations. Operating a website providing information in the fields of financial planning, wealth management and insurance products and investment banking. Providing fairness opinions and valuations, namely, rendering an independent view as to the fairness of a transaction and performing the valuation of businesses or securities. Providing online forums for transmission of messages among computer users concerning the creation of lists and checklists and customizable, collaborative software for management of user-defined projects. Providing online non-downloadable software, software as a service (SAAS) in the field of providing financial planning tools for private company owners, for the creation of user-generated lists and checklists for user-defined task and project management, general work management, project tracking, document management, and business knowledge management. Public and private corporate financing services, namely, investment in new assets. Financial services, namely, wealth management services, counselling and management services in the field of wealth assessment, accumulation, management, preservation, and transition. Financial services, namely, wealth management services providing strategies and advice regarding retirement, estates and trusts, business succession, business ownership, business transition and business management.