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Strategic Forecasting, Inc. outlines a proposed joint venture and restructuring plan involving Stratcap Funds. Confidential privilege communication regarding shareholders, incentive units, and management. Note on tax advice compliance.
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DRAFT OF 7/21/2011 CONFIDENTIALPRIVILEGED COMMUNICATIONATTORNEY WORK PRODUCT Stategic Forecasting Inc. Illustration ofJoint Venture & Proposed Restructuring
Stratcap Funds Shareholders GeorgeFriedman Strategic Forecasting, Inc. Shea Morenz SM/Stratfor Partners, LLC 1,802*Incentive Units 180,000Class A 20,000*IncentiveUnits 100% Stratfor Enterprises, LLC 20,000Class A Stratcap Holdings, LLC(“Newco”) 72,000Class A 5,000Class A 18,000Class A Stratcap Management Company, LLC 5,000Class A Various% Stratcap Funds * Incentive Units are subject to forfeiture
Circular 230 Notice To ensure compliance with requirements imposed by the IRS, we inform you that any U.S. federal tax advice contained in this communication (including any attachments) is not intended or written to be used, and cannot be used, for the purpose of (i) avoiding tax-related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any transaction or tax-related matters addressed herein.