Download - 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
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)
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
www.LauberCFOs.com 800-358-8060 [email protected]
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
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
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
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
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
www.LauberCFOs.com 800-358-8060 [email protected]
Who We Are … What We Do
Interim Financial Staff
Project Resources
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
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
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
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
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.
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.
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.
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.
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.
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.
www.LauberCFOs.com 800-358-8060 [email protected]
Thank You!
www.LauberCFOs.com 800-358-8060 [email protected]
How to Contact Us
[email protected] 414-273-9980
www.laubercfos.com
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