SERVICE GUIDE Solutions that equip cattlemen to grow their business.
B4W SERVICE GUIDE THE REAL ENEMY IS UNCERTAINTY. It’s not financial losses, lack of performance in our cattle, or even high operating costs that keep cattle feeders up at night - it’s uncertainty. In a commodity-driven industry, it is easy to fall into chasing break-evens and short-term profits, never truly creating a clear path to building a legacy. HOW WE BUILD LEGACY FOR CATTLE FEEDERS We believe it comes down to three simple guiding principles. STRATEGIC REVENUE TEAM To drive consistent growth COMMUNICATION MANAGEMENT To align everyone’s effort PERSONAL DEVELOPMENT To strengthen the team’s skills 2
BALANCE4WARD Your partner for enterprise growth. Our core focus is partnering with cattle feeders to help them build a lasting legacy. We do this by bringing clarity and structure to their businesses through the right solutions and a commitment to continually seeking new technologies and advancements that support the mid-market cattleman. Through 25 years of feeding cattle and successfully scaling a business, Balance4ward has discovered a better path forward. We provide solutions that span from back office to production, bringing balance between working in your business and working on your business. A CLEAR PATH FORWARD Balance4ward has developed a proven process that begins with a discovery and assessment to confirm we understand your needs. Then we build a custom growth plan, paired with regular check- ins, to ensure we deliver the right solutions to achieve your legacy. 3 WHY WE EXIST The Outcome Run with confidence. So they have the right system to grow with confidence. Our Solution A proven framework. We provide a quarterback to integrate cattle performance with foundational business principles. The Problem Stuck in the day-to-day. We believe cattle feeders spend too much time working in the business and not on it.
Structured. Disciplined. Built for your Business. Practical solutions that benefit the bottomline, and the hands-on support that you deserve. Focused on helping improve both the person and the business. A better understanding of the operation starts with better questions. Source co-products with more clarity, stronger coordination, and fewer headaches. 05 06 07 08 09 10 A roadmap to protect the business, family, and legacy you built.
CONTACT US: (712) 785-3766 Balance4ward.com HOW IT WORKS Behind every recommendation is discipline. This isn’t reaction. It’s preparation. Our team meets weekly and daily, reviewing market data through a structured five-step process: • Forward market projections • Implied breakevens • Market cycle direction • Trade ranges and probabilities • Defined guidance and guardrails THE BOTTOM LINE Navigate Volatility. Don’t React to It. By analyzing forward market signals, cycle direction, price ranges, and defined guardrails, we equip producers to make disciplined decisions in uncertain conditions. Through independent weekly guidance with no incentive tied to trades, we provide clarity, confidence, and someone to lean on in a volatile market. Structured. Disciplined. Built for your business. STRUCTURED. DISCIPLINED. BUILT FOR YOUR BUSINESS. 5
HOW IT WORKS Coaching gives you a scheduled time each month to step back from daily problems and look at the operation from a business perspective. During monthly coaching calls, you will have time to: • Review what is working and what is not Discuss the decisions, challenges, and opportunities in front of you • Identify trends and areas where there is potential to improve • Stay focused on the areas that affect your people, cattle, time, and bottom line Therapist Coach Teacher Mentor Tell For cattlemen, every day brings decisions that affect performance, profit, and the people we care about. Most producers are used to carrying that weight themselves, but it can make it harder to step back and see what needs to change. A coach is not there to run your operation or tell you what you already know. They are there to ask the right questions, help you identify where you are winning and losing, and guide you toward the answers that fit your operation. Focused on helping improve both the person and the business. CONTACT US: (712) 785-3766 Balance4ward.com THE BOTTOM LINE The value of coaching is not just having someone to talk to. It is having someone help you slow down, recognize what keeps holding the operation back, and build the leadership habits needed to move forward with more confidence. Past Future Ask 6 FOCUSED ON HELPING IMPROVE BOTH THE PERSON AND THE BUSINESS.
THE BOTTOM LINE Feedlot Performance turns small daily decisions into predictable results. When your nutrition, people, and processes work in sync, performance becomes predictable. Performance isn’t a product you buy. It’s the result of how nutrition, people, and systems work together every day. No two feedyards operate the same. Different cattle. Different people. Different systems. Good nutrition consultants do not only help with your rations, they challenge you on how your business operates. That’s why Feedlot Performance was built for producers who want more than standard nutrition consulting. HOW IT WORKS Nutrition is only one piece of feedlot performance. We focus on the whole system: people, processes, and precision. With Balance4ward you get a world-class consulting partnership driven by coaching, accountability, and consistent results. You get a coordinated team focused on turning insights into action and performance into profit. From data to decision to daily execution. Ongoing Guidance & Support • Tailored check-ins and proactive problem solving • Data review • Strategic ration adjustments and formulation • Crew training and hands-on coaching • Updates on protocols and industry best practices On-Site Performance Reviews • Bunk readings and performance assessments • Ingredient evaluation and testing • Identifying opportunities and removing roadblocks • Clear next steps with built-in accountability Practical solutions that benefit the bottom line, and the hands-on support that you deserve. CONTACT US: (712) 785-3766 Balance4ward.com PRACTICAL SOLUTIONS THAT BENEFIT THE BOTTOM LINE, AND THE HANDS-ON SUPPORT THAT YOU DESERVE. 7
A BETTER UNDERSTANDING OF THE OPERATION STARTS WITH BETTER QUESTIONS.8
VISIT OUR WEBSITE FOR A FULL LIST OF AVAILABLE CO-PRODUCTS. WWW.BALANCE4WARD.COM
Succession Roadmap Business and Family Foundations — Build a strong base for long-term success Business Continuity and Governance — Keep the business running through change Leadership and Management Transition — Develop and empower the next generation Estate Planning and Wealth Preservation — Protect personal and family wealth Risk Management — Prepare for the unexpected Customized Plan with Full Support Succession and Risk Evaluations Actionable Implementation Plan Access to Tools and Resources Family Facilitation and Coordination with Advisors Ongoing Support from the UnCommon Farms Team More than just transferring assets, a successful transition ensures the next generation inherits the leadership, values, and vision to carry the business forward and create a legacy that lasts. THE UNCOMMON APPROACH TO SUCCESSION PLANNING A Roadmap for Preserving Your Legacy Schedule a Conversation | 618-372-7400 | uncommonfarms.com 10
UnCommon Succession Packages (Value Based Pricing) P R I M E E S S E N T I A L S $5,000 – $15,000 (Over 6 months) F U L L B L U E P R I N T $25,000+ (12 months) F A R M M A S T E R Y $35,000+ (Ongoing full services) Pricing by Gross Revenue Gross Revenue ESSENTIALS BLUEPRINT MASTERY Under $3,500,000 $5,000 $25,000 $35,000 (min) $4,000,000 $6,000 $30,000 $48,000 $5,000,000 $7,500 $37,500 $55,000 $7,500,000 $10,000 $50,000 $75,000 $10,000,000 $12,500 $60,000 $90,000 $15,000,000+ $15,000 (max) $90,000+ $120,000+ ✦ Essentials: Fee is based on scope of engagement. Paid in full upfront. All fees credited toward Blueprint or Mastery if you upgrade. ✦ Blueprint: Begins with an agreed-upon retainer at signing for first 60 days, with the balance billed monthly over 10 months. (e.g. $25,000 engagement; $5,000 retainer; then $1,666/mo for 10 months). If the plan requires additional time, monthly billing continues until complete. An ongoing retainer option is available post-completion at 20% of the total Blueprint fee (e.g. $5,000/yr on a $25,000 engagement) for an annual farm review & quarterly virtual calls — designed as a bridge toward Mastery membership. ✦ Mastery: UnCommon Farms full membership. All prior Blueprint fees credited toward the first year of Mastery membership. How to Explain the Difference — Suggested Talking Points for Each Tier P R I M E E S S E N T I A L S "We'll diagnose what matters most and act on it." • Start here if succession feels overwhelming or unclear. • In 6–9 months, we surface your top priorities, align your advisors, and create a concrete action plan. • One family meeting. One advisors meeting. Real momentum. • Nothing spent here is lost — every dollar credits toward the next tier. • Best for families exploring succession or facing a near-term trigger event. F U L L B L U E P R I N T "We build your complete succession plan - together." • This is where the real work happens. • Over 12+ months, our team of advisors guides your family through every pillar — foundations, business continuity, leadership, and estate planning. • You'll walk away with living documents, not a binder that collects dust. • Includes an on-site farm visit and multiple family meetings. • Best for families ready to commit to a comprehensive, documented plan. F A R M M A S T E R Y "You're not just getting a plan – you're getting a team." • Everything in BETTER, plus a farm coach, financial coach, HR & transition advisor around your operation year-round. • Weekly coaching calls. Monthly financial consulting. On-farm trainings. • Peer groups, Training Tuesdays, and an annual conference keep you connected. • This isn't a project with an end date - it's an ongoing relationship. • Best for operations committed to long-term growth, leadership development, and a successful multi-generational transfer. ✦ Our Value Proposition: It’s estimated less than 5% of farms, ranches & family businesses successfully transition over 3 and 4 generations. What you get by working with us is years of experience working with farms who have successfully transitioned and knowledge for the common characteristics they share. One of those is a strong team of advisors to help them implement the plan. This is why every one of our succession packages includes some level of implementation. Knowledge, Years of Experience, Action & Implementation are the differentiators of our succession planning services. 11
MEET THE LEADERSHIP TEAM Todd Drake CEO and Founder Grant Rathje President Tiana McKee Director of People and Culture Colten Drake Director of Sales Brandon Hinck Director of Production Services Taylor Ruether Director of Marketing Nodaway Office 2320 Birch Ave Nodaway, IA 50857 (712) 785-3766 Balance4Ward.com Omaha Office 14748 West Center Road Suite 200 Omaha, NE 68144