Evergreen Overview & "Playbook"

Core Operating System:

• Evergreen Operating System

• Evergreen One Page Plan

• Evergreen's Holding Philosophy

• Evergreen playbook on CIT leadership

• Evergreen Playbook on the First 90 Days

• Evergreen Board & CEO Partnership

• CEO Scorecard

• The Evergreen OFI Process Guide

• Integration vs. Non-Integration Checklist

EG Team Breakdown:

• Evergreen Team Org Chart

• Evergreen Leadership Scope Split

• Working with Me (Full Evergreen HoldCo Team)

• Working with Brad

• Working with Jeff

• Working with Ramsey

Others Ops Guides & Levers:

• Guide for Incoming Evergreen Executives

• CEO Role Guide

• Guidelines for Updating EINs for Evergreen Companies

• Working Capital Reconciliation Guide for OpCos

• Evergreen Purchase Price Allocation Guide

• Evergreen Purchase Price Allocation Guide (Excel Back-Up)

• Accounts Receivable and Working Capital Guide

• Cash Sweep Form

• MSP Sales Playbook Folder

• Building an MSP

• Evergreen New Platform Acquisition On-boarding Road Map

• Evergreen Add-on Acquisition Playbook

• Evergreen Reading List

• Organic Growth Guide v1

• Evergreen Pre-LOI Process

• MSP Acquisition Scorecard

• Insurance Brokerage Scorecard

• MSP Operational Diligence Checklist

• Evergreen Lead Generation Tactical Guide

• Seller's Guide

• Seller's Guide (PPT version)

• MSA Gold Standard Template

• MSA Summary Sheet

• Evergreen Accounting Playbook (coming soon)

• Evergreen Audit Playbook (coming soon)

• Evergreen Marketing Playbook (coming soon)

• Evergreen Sales Playbook (coming soon)

• Evergreen Pricing

• Service Leadership "How to Successfully Raise Prices"

• MD&A Template

• Deep Dive Template

• Metrics & KPI's Sheet

• OpCo State of Cybersecurity Template

• OpCo Cybersecurity Checklist

• OpCo Deliverables Overview

Events:

• Evergreen Lunch N'Learn

• Evergreen Summit Attendance Guidelines for OpCos

• Evergreen Summit: May 2019

• Evergreen Fall Summit State of the Union 2019

Annual Letters:

• 2018

• 2019

• 2020

• 2021