cv company q4 overview presentation 2.0

Company OverviewQ4 2010

Jason Velez President/CEO

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business solutionsbusiness solutions

Our firm’s core competencies span a wide array of industries,

specialties, and operational concentrations. Allow us the opportunity

to assess your current business needs and build customized solutions

for your organization. Our consultations are at no cost to you.

PRESIDENT’S LETTER – EDITION 1.0 FALL 2010

CCrystal vision, inc.rystal vision, inc.

Crystal vision, inc.

Connect with crystal vision whenever you are

in need of our services. You will be able to

obtain all company updates and current

events on our wesbite, facebook, twitter,

Blogger, and linkedin by spring 2011.

We look forward to partnering with you.

whether it is to obtain our professional

opinions on a specific subject matter or to

brainstorm regarding an upcoming project.

When you think of your next business

partners, think of crystal vision.

NEW YORK • NENEW YORK • NE W JERSEY • CW JERSEY • C ONNECTICUTONNECTICUT

TEL: 914 TEL: 914 -- 844844 -- 4752 4752 EMAIL: JASON.VELEZ@CEMAIL: JASON.VELEZ@C RYSTALVIZ.NETRYSTALVIZ.NET FAX: 914FAX: 914 -- 902902 -- 57365736


Contact information:

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Our Mission Statement

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“AT CRYSTAL VISION, WE BELIEVE THAT TO BE THE ABSOLUTE BEST WE

MUST PROVIDE INSIGHTFUL STRATEGIC INTELLIGENCE WHILE SERVICING

CLIENTS THE ATTENTION THEY DESERVE. THE CLIENT’S VISION IS OUR VISION.”

Jason Velez

Founder & CEO

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Our Guiding Principles

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PrinciplesWe understand our competencies & leverage our expertise to deliver optimal business solutions.

We discourage mediocrity and encourage our people to maximize their “intellectual capital.” We believe EVERY client matters.

We are committed to creating long-term partnerships with our clients.

We believe there is no substitute for delivering exceptional quality, work ethic, and client service.

PhilosophyNever get into to the deep end of the pool unless you know how to swim; be comfortable with what you know & and accept what you don’t.

We have an endless desire to be the best at what we do; marginal effort leads to marginal results. We believe in equitable distribution of our services; all clients receive our full commitment - period.

We are not a “one-off” service provider; sustainable relationships matter - the longer, the better.

The client’s success, is our success. If they fail, we fail. We detest failure.

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Our Areas of Practice

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Business Solutions

Our firm’s core competencies span a wide array of industries, specialties, and operational concentrations.

Allow us the opportunity to assess your current business needs and build customized solutions for your organization.

Our consultations are at no cost to you.

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Our Proprietary Technology(DataDiamond.com Model Specification)*

*The model is currently in development phase - projected launch Q2 2011

Model BenefitsSuperior Financial AnalysisExtensive Financial ReportingPowerful Workflow CapabilitiesEnhanced Risk ModelingForecastingValuationProject ROI AnalysisInvestment PackagesCapital Structure AssessmentBudget ManagementUS GAAP/IFRS CompliantUser Friendly Interface/PlatformSource System Capability (SAP, Oracle)Customizable SolutionsData StorageWorld-Class Information SecurityExpansive Training ModuleCost Effective Version UpdatesApplicable to All Major IndustriesSuperior Customer Support

Our Financial Analysis Model

Crystal Vision’s proprietary financial analysis model is the only one of its kind. It’s unique reporting, workflow, and output capabilities would prove to be a valuable technological asset to ANY business. Not only will businesses have the ability to have customizable analysis tools at their fingertips, but they can choose to sell their company data through our financial data auction model. This creates the open flow of business data to companies seeking to raise capital for an IPO or solicit potential partners to help grow their existing business model.

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Our Clients

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20%

20%

10%

50%

Finance & Banking Fashion Technology Other

Our Projected Client Mix

Targeting greater than 50 “blue-chip” global clients

12 countries across North America, Europe, Asia, Latin America

5-year expansion plan (2010 - 2015) targeting 20% annual growth in client base

Primary sectors of practice: Banking & Finance, Technology, Other (Manufacturing, Media)

Non-profit clients: Foreign and Domestic Municipalities (Project P.E.G.A.S.U.S)

Previous Clients - American Express, Royal Bank of Scotland, AIG, Pfizer, Itochu International, Swedish Match

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Our Methodology & Approach

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9-Point Client Service

Strategy

Industry Expertise

Customized&

Sustainable Solutions

CompetitivePricing &

Rates

Client Satisfaction

World-Class Client Service

Crystal Vision is not just a standard service organization. We are business partners who thrive on doing things “the right way.”

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Our Global Expansion Plan

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Target Period: 2012Target Organization(s): Itochu, Sumitomo, Mass Mutual, Bak of Japan, HSBC

Target Period: 2013Target Organization(s): Edoma Partners, Goldman Sachs, PepsiCo, Citigroup, Barclays, Lloyd’s, Bank of Ireland,

Seagate

Target Period: 2014 -2015Target Organization(s): UBS, Credit Suisse, Nestle, PepsiCo, Novartis

Target Period: 2014-2015Target Organization(s): Hermes, LVH, Chanel, BNP Paribas, Citigroup, DIOR,, Capgemini

Target Period: 2013Target Organization(s): Banco Santender, Banco Popular Espanol, Telefonica de Espana

Target Period: 2012-2013Target Organization(s): UAE Stock Exchange, Abu Dhabi Commercial Bank, Commercial Bank of Dubai

Target Period: 2010 - 2012Target Organization(s): Goldman Sachs, Honeywell, Citigroup, AMEX, RBS, UBS, Ralph Lauren, Hermes, Chanel, Sony Entertainment, Pfizer, AIG

Target Period: 2011Target Organization(s): Honeywell, P&G, Novartis, Royal Bank of Canada, Hewlett Packard

Target Period: 2012Target Organization(s): Unibanco, Petrobras, Banco Brasil, Brasil Telecom

Target Period: 2012- 2013Target Organization(s): Banco Santurce, Banco UNB, Sancor

Target Period: 2012- 2013Target Organization(s): Colgate-Palmolive, PepsiCo, Banco Popular

Target Period: 2012 - 2013Target Organization(s): TV Azteca, Bancomer, Coca-Cola, Groupo Televisa

CVI is seeking to expand its consulting & advisory business to 12 different

countries and greater than 50 targeted clients over

the next 5 years.

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Our Social Responsibility

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Project P.E.G.A.S.U.S

Progressive Entrepreneurs Goodwill Association Serving Underprivileged Societies) is a non-profit initiative launched by a consortium of independently managed businesses to provide consulting and advisory services to impoverished municipalities in the U.S. and underdeveloped emerging markets abroad requiring assistance with financial risk management policy and infrastructure.

365 Days of CaringIn addition to servicing our clients through our consulting practice, charity is of pre-eminent importance to our organization. Starting in 2011, I will be training for a bi-atholon. As the leader of my organization, what better opportunity than to train and raise money for the charities we support (St.Jude, Ronald McDonald House, UNICEF, AHA, ADA). My goal is to recruit at least 25 individuals to join me on the 365 days of caring mission... the financial goal would be for each person to raise $2,500. If achieved, our grand total would be $62,500. That would provide each of our five charities with $12,500!

Our Charities

All proceeds will be reinvested into the impoverished communities we serve. Residual proceeds will be donated to St. Jude’s Children Research Hospital (Partner in Hope Program), Ronald McDonald House, UNICEF, American Heart Association, and the American Diabetes Association.

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Our People

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Jason VelezPresident/CEO

ChiefOperating

Officer

ChiefMarketing

Officer

Director,Client

Relations

Board of Advisors&

Oversight Committee

Consulting &

AdvisoryStaff

MANAGEMENT & BOARD OF DIRECTORS“A DYNAMIC BLEND OF TALENTED AND EXPERIENCED LEADERS, STRATEGISTS, AND INDUSTRY EXPERTS MAKES OUR COLLECTIVE TEAM A VALUABLE RESOURCE FOR ANY ORGANIZATION. WE THRIVE ON DOING THINGS THE RIGHT WAY PRIDING OURSELVES ON EXCEPTIONAL QUALITY AND CLIENT SERVICE. TO US, THERE IS JUST NO OTHER WAY TO DO BUSINESS.”

WORLD-CLASS EXPERIENCELEADERSHIP TEAM: 50 Years of cumulative experience

BOARD MEMBERS: Average 20 years of executive experience

INDUSTRIES: Consulting, Project Management, Financial Services, Accounting, Lean Six Sigma, Manufacturing, Information Technology, Audit, Risk Management, and Marketing

COMPANIES: Goldman Sachs, Citigroup PepsiCo, Honeywell

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Our Culture

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Professional Culture(Our Operating Pillars)

Continuous improvement to be the best

Professional intellectualism & freedom of thought

Charity and social responsibility are central to our success

Client first, team first

Be passionate about providing first-class client service

Our Symbol

The Crystal Vision company logo is the Zia. This native American symbol represents strong body, a clear mind, a pure spirit, and a devotion

to the welfare of others. These attributes link closely to our organization’s formula for success.

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Our Code of Ethics

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Corporate Governance

Conflict of Interest

Confidentiality

of Client Information

Information Security

Code of Conduct

Protection of Company

Assets

Management of Internal Controls

Regulatory Compliance

Diversity & Inclusion

Crystal Vision’s internal control environment and ethical responsibility to our clients and industry is of paramount importance to our operation.

CVI Corporate Governance Model

Internal AuditExternal Audit

Code of Conduct TrainingFraud Training

Regulatory TrainingWhistle-Blower Initiative

Policies & ProceduresBusiness Impact Analysis

Risk AssessmentSAS 70

Our View

“We are a privately held firm that manages its corporate

governance policy & procedures with the rigorous discipline of a publicly traded multi-national organization.

It imperative that our employees maintain the highest ethical code in all business relations and in

matters that will affect the reputation of the firm and its

clients.”

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Our Service Guarantee

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Developing customized business solutions and delivering exceptional quality is our firm’s lifeblood. We will make your vision, our vision. Provide us the opportunity to serve your organization and you will have loyal partners for the life of your business. That is our unwavering promise and guarantee.

cv company q4 overview presentation 2.0

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