Founded in 1989, The D.O.S. Partnership Pty Ltd had its origin in the financial services industry but has emerged in the 21 st century as an Intellectual Capital Company. Financial services is now but one of our distribution channels.

We define intellectual capital as concepts, tools and systems that provide greater capabilities. Our systems we refer to as unique processes and within them, emphasis is placed first and foremost on the client's dangers, opportunities and strengths. This enables them to transform their sense of direction, confidence and capabilities related to their futures*.

The D.O.S. Partnership ® offers entrepreneurial business owners a new, better and different way to address the concerns and challenges of business succession, buy/sell arrangements, estate planning and asset protection. Our processes supported by concepts, tools and strategies, provide the business owner with the capabilities to do just that!

The traditional fact finding approach adopted by most advisers attempts to place the business owner in a preconceived box and then work through issues aligned to this thinking. We learned long ago not to do that.

Our managing director, Mike Dunn holds a strong desire to bring an alternative structure to the financial advisory landscape through the creation of unique processes. Each process begins, develops and ends with the client's dangers, opportunities and strengths. Each is fundamentally focused on those key issues that will provide each client with better means of achieving greater control of their personal and financial future life.

Three decades of active participation as a business owner and adviser in the financial services industry, combined with a resolute focus on providing service to customers and clients, has provided the raw material to create and develop unique processes solely around client thinking. By pioneering new ways to serve our clients, The D.O.S. Partnership ® continues to respond to their emerging needs and all along the way, create unique experiences for those clients.

Our Partner Access Program ™ evolved from this situation and has continued to do so over many years. It is an external "partners in action" program available exclusively to our clients. It is an extensive network of professional advisers providing special skills and strengths to compliment those of our clients.

Mike attributes his creativity in large part to his participation in The Strategic Coach Program* a "lifetime focusing" program for entrepreneurs founded by Dan Sullivan and based in Canada . "Dan also encouraged me to create a business that reflected my intellectual interests and knowledge base. This approach is called finding my Unique Ability* and in my case it led directly, over time, to The Business Succession Gatekeeper ™ and to the development of other unique processes".

Invariably, in business succession, buy/sell arrangements etc, a part of the funding solution will be insurance based. The D.O.S. Partnership Pty Ltd is the holder of the new Australian Financial Services licence (No. 241101) and through its managing director, has over 30 years experience in the business insurance market.

This combination of legal authority and business experience equips us well to empathise with issues facing clients and deliver the appropriate insurance product to implement strategies developed within the unique process.

# The D.O.S. Partnership ® , The Business Succession Gatekeeper ™ , The Equitable Distribution Gameplan ™ , Partner Access Program ™ , Entrepreneur First ™ , Individual Capability ™ , The Discovery Process ™ , The Foundation Analysis ™ , The Scale Model ™ , The Options Strategy ™ , The Health Filter ™ , The Application Accelerator ™ , The Future Care Document ™ and The Gatekeeper Advantage ™ are trade marks of The D.O.S. Partnership Pty Ltd.

The ideas discussed are inspired by my understanding of the concept of The D.O.S. Conversation ™, which I learned as a participant in The Strategic Coach Program ™. The D.O.S. Conversation is a trademark, protected copyright, and integral concept of The Strategic Coach, Inc. All rights reserved. Used with written permission. www.strategiccoach.com

Financial Services Guide (FSG)

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