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Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants

D. O. &. Z. Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants. www.doz.net. “Oh, the College costs” !. ““I recommend keep driving !”. “Taken to the cleaners!”. “A California dilemma”. “___________ grads?????”.

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Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants

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  1. D O & Z Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants www.doz.net

  2. “Oh, the College costs” !

  3. ““I recommend keep driving !”

  4. “Taken to the cleaners!”

  5. “A California dilemma”

  6. “___________ grads?????”

  7. What Attracted Gen-Xers?How they rated company features Reference source: Journal of Accountancy Aug 2005 Issue

  8. What Attracted Gen-Xers?How they rated company features Reference source: Journal of Accountancy Aug 2005 Issue

  9. What’s Most Important to Them? www.doz.net

  10. Your Challenge ! My Gifts? My Passion? Needs to be done?

  11. Passionate ? - ``My dream is to own $1 billion a year in affordable housing'' Need to be done ? – “It would be easy for me to develop a housing community around a golf course or buy strip malls, but that's not how I want my book to go. ” — Shaquille O'Neal Shaquille O'Neal Gifted ? - $$$$$ !

  12. Dauby O’Connor & Zaleski, LLC • Public accounting firm • 18 years / 50 employees 1. Real Estate focused – become an expert …. 2. Travel opportunities - clients in 40 states – the biggest cities ! 3. Aggressive growth and advancement strategy

  13. D O & Z A Firm’s Model creates Opportunity

  14. D O & Z A Firm’s Model creates Opportunity

  15. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA !

  16. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states

  17. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location

  18. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location Top 3 in the USA in its niche market

  19. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location Top 3 in the USA in its niche market National reputation as experts in Real Estate Finance / Accounting

  20. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting

  21. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states 95% proposal acceptance rate 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting

  22. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! 5% market share Work in > 40 states 95% proposal acceptance rate 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting

  23. D O & Z A Firm’s Model creates Opportunity Market area is the entire USA ! Doubling in 5 yrs 5% market share Work in > 40 states 95% proposal acceptance rate 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance/ Accounting

  24. A “Day” in the Life …..of ……

  25. A “Day In the Life” • IU Grad – 5/03 / Start Date – 7/03 / Senior – 7/05 • Clients – • Leadership – Head of Website Committee / Leads Recruit Committee Mtgs. • Training – Teaches a few training classes • Fun – 1 month off to travel in Europe Basketball / Volleyball / Softball / 2 traveling tennis teams “Office Olympics” / Monthly cookouts Girls Tennis coach – local HS Weekend Volunteer – Riley’s Children’s Hospital Greensboro, NC Chicago, IL Silver Springs, MD New York, New York Phoenix, AZ Memphis, TN Virginia Beach, VA Lexington, KY Washington DC Lansing, MI Raleigh, NC Indpls, IN Rockford, IL Knoxville, TNLos Angeles, CA

  26. The Challenge ! My Gifts? My Passion? Needs to be done?

  27. Differentiating….. Firm 3 Firm 2 Firm 1 My most Important issue My 2nd most Important issue My 3rd most Important issue

  28. www.doz.net

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