MISSION, VISION, VALUES

OUR Our Mission is to create a community of five thousand dentists who depend on us exclusively to look after their personal, practice and financial needs from graduation to retirement at the highest level of competence and integrity. OUR Our vision is to have an organization that serves clients so well and so seamlessly that they can't imagine life without us. OUR Everyone must benefit. If it doesn't help our clients, our team and our organization, we won't do it. We're fast and effective. We believe in being action oriented to remain on the leading edge. Our way is to analyze and implement, then adjust as required. And it happens over a high impact cycle. It's real and can be relied upon. We want success that is constant and sustainable over the long term. If something works in the short term but compromises the long term, we won't do it. We're integrated and driven by total client value. Our goal is to have clients who want and need all our services: clients who are in our game all the way. We aim for maximum team alignment. We know that no initiative can have lasting results if it is not widely supported. It is critical to communicate our corporate intent at every level so that everyone in the organization can be aligned and held accountable in meaningful ways. We believe that technology empowers us to better support both ourselves and our clients. We're champions of change. We believe that new ideas, systems, methods and practices must be constantly introduced, tested, embraced and refined in a continual process of growth, improvement and evolution.

OVERVIEW

Mercer Transitions is one of the Mercer companies Mercer Advisors, Mercer Mastery and Mercer Transitions offer fully integrated practice management and financial planning services to help dentists achieve their personal, practice and financial goals. It's an approach that works: headquartered in Scottsdale, AZ, the companies now have a staff of over 300. In 2006 alone, we hired over 50 new consultants, analysts, IT specialists, transitions advisors and financial advisors, and we are still in an active recruitment phase. Our financial planning services are on a non-commission, fee-for-service basis and are endorsed by dental associations across the country. We currently have approximately $3.9 billion in assets under management. In April 2007, we reached an exciting milestone with the official opening of our new head office at the brand-new Scottsdale Center for Dentistry. The Center is a $50-million dollar, 65,000 square-foot state-of-the-art teaching facility that is equipped to world-class standards and offers the best clinical education available anywhere. Click here to learn more about the Scottsdale Center for Dentistry. Visit merceradvisors.com In addition, the company has ten regional offices located across the country and in Vancouver, Canada, and serves a growing client base of general dentists and specialists. To learn more about Mercer Advisors, Mercer Mastery and Mercer Transitions, visit our website. Mercer Transitions is a big proponent of Value Transitions over brokered sales. With the right transition, in as few as five years a practice can: integrate an associate create a partnership create an economic windfall for the owner doctor - which can reach as high as a million dollars in some cases create the potential for a major improvement in lifestyle The economic benefits make a huge difference to a doctor's ability to reach financial freedom either sooner than expected, or at a higher level of post-retirement income, or both. A transition is not only a win for the owner doctor. Most new dentists are in debt, they can't work as fast as senior dentists and they don't have the same level of people skills or practice management ability. A Value Transition is the only practical way for most new dentists to get established in the kind of highly productive, leading edge practice that will guarantee them the most fulfilling and rewarding career. OUR CO-OWNERS Mercer Advisors, Mercer Mastery and Mercer Transitions are co-owned equally by four partners: Imtiaz Manji, CEO, Glen Wysel, DDS, Division Director, Howard M. Rochestie, JD, LLM, Division Director, and Gene Dongieux, Chief Investment Officer. Dr. Glen Wysel · Howard M. Rochestie · Imtiaz Manji · Gene Dongieux