Who We Are - What We Do

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    31-Oct-2014

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Who We Are - What We Do

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  • 1. Who We Are . What We Do .

2. Who We Are .

    • Resource for Strategic Financial Leadership
    • Resource for Experienced Financial Staff

3.

  • What we do
        • Part-time CFOs
          • Small Businesses ($1 - $10 million revenue)
          • (Hands on, performing both Controller and CFO roles )
          • Larger Businesses ($10 million +)
          • (Mentor for accounting staff plus Strategic Financial Input)
        • Full-time Interim CFOs and Controllers
        • (Qualified professionals matched to your unique needs)
        • Financial Professionals for Special Projects
        • (You define the project, we provide the right resource)
        • Placement of Financial Personnel
        • (We only present candidates that match your predefined profile)

4. Executive Summary.

  • Started in 1986
  • 18 Professionals on our Part-time CFO Team
  • Use Additional Contract Professionals as Needed
  • Full Time Recruiter on Staff
  • Worked with over 400 Companies in Some Capacity
  • Market area: Northern Illinois to Upper Michigan
  • Currently Working with about 40 Clients

5. 6. Who We Are What We Do Part-time CFOs 7. Our Part-time CFO Team

  • 18 Professionals:
    • 13 Started with the then Big 8 ( Representing 6 of 8)
    • Others: Bendix, A.O.Smith, S.C.Johnson, Oilgear
    • 16 CPAs and 6 MBAs
    • Average over 30 Years Experience
    • 9 have Owned a Business
    • They all bring Deep Real Life Experience
    • Maintain a Willingness to Roll Up their Sleeves

8. In addition to a former Big 8 Partner,Our Part-time CFO Team Includesthe Former CFOs of:Ambrosia ChocolateKaukauna CheeseBenz OilMeehan SeawayBrandt, Inc. S.C. Johnson Family OfficeFirstlogic, Inc.St. Francis BankG. Leblanc Corp.Sunbeam-OsterHenri's Food Products The Oilgear Company 9. Visible Smaller Clients: * Current Client American Industrial Direct M.E.Carstensen Construction Badger Exposition Services ONeil Cannon Hollman DeJong CanvasBacks Palermos Cedarburg Pharmaceuticals Schwartz Manufacturing * Converted Products * TeraMedica * Fi-Med Management, Inc. * Ultracoat * Great Lakes Dart * Underground Pipeline * 10. Larger Companies and Unique Engagements: * Current Client+ Hired Part-time CFO Building Committee, Inc. * Natural Ovens of Manitowoc C.A. Lawton, Co. + R.B. Royal C C & N + Superior Die Set Chowning IITax Airfreight Jordan Controls Ultra Tool & Manufacturing * Milwaukee Broach * + Vulcan Lead 11. Our Part-time CFO Team Other Facts

    • Precision Screw Thread
      • Longest running client -18 years & counting
    • 33 client engagements lasting longer than
    • 4 years of weekly involvement

12. Who We Are What We Do Interim Financial Staff Project Resources 13. Interim CFO Assignments:

    • American Health Products *
    • Clarity Care *
    • DCI Marketing
    • F. Dohman Company
    • Moore Oil *
    • North Milwaukee State Bank
    • R.F. Technologies
    • Racine Metal Fab
    • Renew Energy

* Hired their Interim LauberCFO 14. Interim Controller Assignments:

    • Capital Data, Inc.
    • Koplin Outdoors
    • La Causa
    • NuEdge Systems
    • Olsens Mill
    • Sadoff & Rudoy Industries*
    • Skylight Opera Theater
    • Spacesaver Corp.

* Hired their Interim Resource 15. A Few Examples of Projectsthat can Benefit fromExperienced LauberCFOs Resources : Audit Prep Financial Reporting Projections Account Reconciliations Merger & Acquisition Special Analysis Cash Forecasting Negotiation Strategic Planning Credit & Collection New Venture Start-up System Implementation Divestiture Product Profitability Turnaround Financing Project management Young Staff Mentoring 16. Project Assignments:

    • Beacon Health(Integrated acquired company)
    • Brewer Company(A/R systems project)
    • Brookdale Senior Living(Account reconciliation)
    • Gehls Guernsey Farms(ERP implementation)
    • Midwest Airlines(SEC reporting)
    • Sensient Technologies(Special assistant to the CFO)
    • Tax Airfreight *(Margin analysis)

* Hired LauberCFO Resource 17. Who We Are What We Do Recruiting Services 18. Representative Search Assignments: CFO Positions Staff Positions Beyer Construction Bruno Independent Living Cary Francis Group Marcus Hotels & Resorts DCI Marketing Milsco Manufacturing Fullhouse Media Tamarack Petroleum Milwaukee Public Museum West Allis Salvage Tax Airfreight, Inc. Wixon, Inc. 19. What to Expect from a LauberCFO:

  • A long-term strategic viewpoint that keeps the business on track.
  • A knowledgeable professional willing to ask the tough questions.
  • Timely reporting of financial results leading to proactive responses.
  • A focus on managing your critical cash-flow position.
  • Credibility with lenders resulting in improved relationships.
  • An experienced eye looking for cost savings and profit improvements.
  • The power of benchmarking your results against other businesses.
  • A mentor with definitive answers for accounting staff.
  • Access to LauberCFOs broad network of proven resources.

20. The Extra Value of LauberCFOs

  • As a firm we are driven to add real value to each client. We only recruit CFOs who share that philosophy.
  • Over 23 years and hundreds of clients we have learned how to deliver the Part-time CFO services minimizing the learning curve.
  • We are here to stay Our CFOs have been recruited as long term employees. This is their job. They are not marking time while waiting for the next opportunity.
  • If something happens to your Part-time CFO, it is not your problem. We find the right replacement, bridging the gap if necessary, saving you time and eliminating the heartburn that often accompanies critical transitions.
  • We practice what we preach. We have a strategic plan that addresses both growth and improving the value we deliver to our clients.

21. The Extra Value of LauberCFOs

  • Over the years we have learned the subtle attributes that separate good CFOs from Outstanding Part-time CFOs. We recruit professionals with these characteristics.
  • Our team meets regularly to capitalize on the synergy of the team.Someone on our team has done it before. We leverage that experience.
  • We continually develop propriety tools to improve our service delivery.
  • Over the years we have worked with a broad range of service providers. We have learned who the exceptional ones are. Our clients have access to that knowledge base.
  • We have a well developed marketing function which allows our CFOs to focus on client service.
  • Because of our visibility and reputation in the markets we serve, a LauberCFO brings instant credibility to our clients.

22. Our Consultative Sales Approach

  • Meet with the prospect.
  • Learn about their business and challenges.
  • Identify areas where LauberCFOs can add value.
  • If fit exists, recommend one from our team of CFOs
  • Schedule second meeting with Prospect and CFO.
  • Layout priorities and getting started strategy.
  • Keep in touch with referral source with progress updates.

23. How We Charge:

  • Hourly basis.
  • Rates vary depending on the nature and length of the engagement, location and resource assigned.
  • No minimum commitments. If we add value, client will want us to keep coming.
  • If client wants to hire their LauberCFO resource, they agree to pay 30% placement fee.
  • Search services generally invoiced at an agreed upon percentage of first year compensation.

24. Thank You! 25. How to Contact Us John.Lauber@LauberCFOs.com414-273-9980 www.laubercfos.com Sign up for our quarterly E-newsletter Tips from LauberCFOs at www.laubercfos.com/newsletter