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Page 1: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Who We Are ….

What We Do ….

Page 2: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Who We Are ….

•Resource for Strategic Financial Leadership

•Resource for Experienced Financial Staff

Page 3: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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)

Page 4: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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

Page 5: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Page 6: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Who We Are … What We Do

Part-time CFOs

Page 7: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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

Page 8: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

In addition to a former “Big 8” Partner, Our Part-time CFO Team Includes

the Former CFOs of:

Ambrosia Chocolate Kaukauna Cheese

Benz Oil Meehan Seaway

Brandt, Inc. S.C. Johnson Family Office

Firstlogic, Inc. St. Francis Bank

G. Leblanc Corp. Sunbeam-Oster

Henri's Food Products The Oilgear Company

Page 9: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Visible Smaller Clients:

American Industrial Direct M.E.Carstensen Construction

Badger Exposition Services O’Neil Cannon Hollman DeJong

CanvasBacks Palermo’s

Cedarburg Pharmaceuticals Schwartz Manufacturing *

Converted Products * TeraMedica *

Fi-Med Management, Inc. * Ultracoat *

Great Lakes Dart * Underground Pipeline *

* Current Client

Page 10: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Larger Companies and Unique Engagements:

Building Committee, Inc. * Natural Ovens of Manitowoc

C.A. Lawton, Co. + R.B. Royal

C C & N + Superior Die Set

Chowning II Tax Airfreight

Jordan Controls Ultra Tool & Manufacturing *

Milwaukee Broach * + Vulcan Lead

* Current Client + Hired Part-time CFO

Page 11: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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

Page 12: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Who We Are … What We Do

Interim Financial Staff

Project Resources

Page 13: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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

Page 14: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Interim Controller Assignments:

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

* Hired their Interim Resource

Page 15: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

A Few Examples of Projects that can Benefit from

Experienced 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

Page 16: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Project Assignments:

• Beacon Health (Integrated acquired company)

• Brewer Company (A/R systems project)

• Brookdale Senior Living (Account reconciliation) • Gehl’s Guernsey Farms (ERP implementation) • Midwest Airlines (SEC reporting)

• Sensient Technologies (Special assistant to the CFO)

• Tax Airfreight * (Margin analysis)

* Hired LauberCFO Resource

Page 17: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Who We Are … What We Do

Recruiting Services

Page 18: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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.

Page 19: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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.

Page 20: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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.

Page 21: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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.

Page 22: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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.

Page 23: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

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.

Page 24: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

Thank You!

Page 25: Who We Are - What We Do

www.LauberCFOs.com 800-358-8060 [email protected]

How to Contact Us

[email protected] 414-273-9980

www.laubercfos.com

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