Porte Brown YES Presentation

Porte Brown LLC is a full service accounting and consulting firm headquartered in the Chicago suburb of Elk Grove Village, Illinois. In addition to the traditional accounting services, such as tax planning and preparation, audit, business valuations, and retirement plan administration, Porte Brown also provides strategic consulting and leading-edge technology implementation for clients in cloud and non-cloud environments.

Facts & Figures

PORTE BROWN LLC

BRIEF OVERVIEW  Founded in Chicago by James Porte in 1946  Firm moved to Elk Grove Village in 1974  135+ staff and growing!  18 Partners  Serving clients from offices in: - Illinois (5) - Texas

Ronald Manso , CFP®, Partner*

Joseph A. Gleba , CPA, CCIFP, Partner* Partner in Charge—Elgin & & McHenry Office PG: Construction Services jgleba@portebrown.com

Partner Team

Bruce G. Jones , CPA, Managing Partner* PG: Professional Services PG: Porte Brown Wealth Mgmt. bjones@portebrown.com

Partner in Charge— Porte Brown Wealth Management PG: Porte Brown Wealth Management rmanso@pbwealth.net

Michael M. Massaro , CPA, CGMA, Partner* Partner in Charge—Tinley Park Office PG: Manufacturing & Distrib. PG: Retirement Services mmassaro@portebrown.com

Derek Adamczyk, CPA, Partner PG: Manufacturing & Distribution dadamczyk@portebrown.com

Kelley M. Hare , CPA, MST, Partner* PG: Tax Services khare@portebrown

Pat Schaeffer , CPA, Partner

Pauline J. Staab , CPA, Partner PG: Audit Services PG: Construction Services pstaab@portebrown.com

Gary E. Kemnitz , CPA, Partner PG: Tax Services PG: Valuation & Transition Services gkemnitz@portebrown.com Scott Kaplan , CPA, Partner* PG: Accounting PG: Assurance Services skaplan@portebrown.com

Joseph G. Cane , Partner* Firm’s Administrative Partner PG: Administration jcane@portebrown.com

PG: Trust & Estate PG: Tax Services pschaeffer@portebrown.com

William A. Sebastiano , EA, Partner PG: Compliance PG: State & Local Tax Services wsebastiano@portebrown.com

Steven D. Garrels , CPA, Partner PG: Accounting Services PG: Not-For-Profit sgarrels@portebrown.com

Kelly Switt , CPA, Partner PG: Compliance State PG: State & Local Tax Services kswitt@portebrown.com

Jeffrey R. Smiejek , CPA, CVA, CEPA, Partner* Partner in Charge—Evanston Office PG: Valuation & Transition Services smiejek@portebrown.com

Genevra Knight , CPA, CCIFP, Partner*

Russell J. Wilson , CPA, CCIFP, Partner* PG: Not-For-Profit PG: Audit & Assurance rwilson@portebrown.com

Gerry Thompson , CPA, Partner PG: Accounting Services gthompson@portebrown.com

PG: Not-For-Profit PG: Audit Services gknight@portebrown.com

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. - Ronald Manso, CFP ® Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

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Porte Brown Organizational Snapshot

Partner Team

Managing Partner

Services

Industries

Operations

Offices

Associations

Audit & Consulting

Audit & Review Services

Elk Grove Illinois

Tinley Park Illinois

Manufacturing

Construction

Administration

Prime Global

Compliance & Audit Representation

Retirement & Benefit Services

Numerous Chambers & Industry Associations

Service Industry

McHenry Illinois

Not-for-Profit

Marketing

Evanston

State & Local Tax Services

International Tax Services

Grocery & Food Services

Elgin Illinois

Individuals

Internal IT

Texas

Valuation & Transition Planning

Tax Planning & Preparation

Transportation & Logistics

Human Resources

Healthcare

Technology Solutions

Peer Reviews

Wealth Management

Porte Brown

VISION To be the firm of choice for talent: providing expert and innovative advisory services.

MISSION To be your most trusted business advisor—providing financial peace of mind for goal oriented clients.

EXPERT — INNOVATIVE — ADVICE

VISION

MISSION

CORE VALUES • Integrity and accountability • Talent development • Respect and teamwork • Fun • Innovation • Growth

STRATEGIC OBJECTIVES • Enhance the success of the firm, employees and clients. • Create a strategic advantage through technology and innovative business processes. • Develop talent and support a learning/training environment. • Promote the one firm-firm concept and develop a firm culture based upon teamwork and accountability.

STRATEGIC OBJECTIVES

CORE VALUES

Slogan: “We Help You Get to Your Next Level.” TM

Who is Porte Brown LLC?

 For more than 70 years we have been heavily involved in our communities.  We encourage all levels of our team to become involved in the business community.  Known for efficient processes.  Known for “Rolling up our sleeves” and working side by side with our clients – most often at the client site.  We encourage and foster a “Culture of Learning”.

Who is Porte Brown LLC?

Culture of Learning

Inspired Leadership

Talented Workforce

Focus

Clients 

Effectiveness

Efficiency

High Performance Procedures & Processes

What Industries Do We Serve?

Industries: 1. Manufacturing 2. Construction 3. Not-for-Profit

4. Professional Services 5. Grocery & Food Service 6. Individuals 7. Transportation & Warehouse 8. Healthcare

What Services Do We Provide?

Services: 1. Accounting & Consulting 2. Audit & Review Services 3. Compliance & Audit Representation 4. International Tax Services 5. Peer Reviews 6. Retirement & Benefit Services 7. State & Local Tax Services 8. Tax Planning & Preparation 9. Estate & Trust Services 10. Technology Solutions 11. Valuation & Transition Planning 12. Wealth Management*

*Wealth Management Services provided by Porte Brown Wealth Management LLC. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through 1st Global Advisors, Inc.

Breakdown of Revenue

Tax 36%

Wealth Management 10%

Audit & Accounting 48%

Consulting 6%

Technology Solutions

Porte Brown is an Authorized Reseller: • Sage Intacct Value Added Reseller • Authorized TRAVERSE Reseller • Certified QuickBooks Pro Advisors (30+) • Intuit Premier Reseller (IPR) • Microsoft Small Business Specialist • Certified Installers for Sage Software • Certified Information Technology Professionals (CITP) • Microsoft Certified Professional (MCP) • Microsoft Certified Technology Specialist (MCTS)

Internal Systems

1. Paperless Office Environment 2. Cloud-based Technology: Xcentric Cloud 3. CCH Axcess Platform 4. Microsoft Office Suite 5. Intranet : SharePoint 6. Project Management / Workflow: Smartsheet

INTERNATIONAL REACH

− Global Connections − Industry Specialties − Benchmarking Data − Peer Reviews − Knowledge Library − Emerging Issues Updates − International Reach − Technical Depth − Subregional Roundtables − Business Advisory − Technology Consulting − Business Management

Porte Brown is a proud member of PrimeGlobal. PrimeGlobal is one of the top five largest associations of independent accounting firms in the world, providing a wide range of tools and resources to help member firms furnish superior accounting, auditing, and management services to clients around the globe.

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INVESTING IN OUR FUTURE

CULTURE IS EVERYTHING!

 High performance, high morale, and high productivity environment.  An environment where people like what they do and appreciate the firm that employs them.  A commitment to diversity and giving back to the community.  28% of our leadership is held by female partners.  We Recycle! As a community-conscience team we are proud of our “paperless” office and participate in a comprehensive recycling program to further reduce the production of waste material.

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ATTRACTING TOP TALENT

Attracting, training and retaining top talent is a key initiative of Porte Brown’s strategic plan.

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APPRECIATION & GRATITUDE

 Candid and timely performance reviews. Feedback is important.  Honor anniversaries, birthdays, special occasions and milestones.

 Celebrate promotions and achievements.  Recognize “Cash for Connections” and TOP business developers.  All staff is part of the growth of the firm: Staff earns 25% of revenues for 4 years

for new business they bring in. This is the best in the country!

No one can be appreciated too much.

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DIVERSITY

 Porte Brown is committed to diversity and inclusion in recruiting, retention, staff development, and client service.  Porte Brown’s staff is fluent in many languages:

— Polish — Italian

— Russian — German — Spanish — Greek — French

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Website, Awareness & Brand Check us out at www.portebrown.com

“Chicago Accounting Firm Porte Brown Continues Rapid Growth” Growth Strategy

Recent Rankings

Porte Brown recently ranked 5 th in the Great Lakes Region for Fastest Growth by Inside Public Accounting (IPA). IPA also ranked Porte Brown as the 139 th largest firm in the country.

(November 2018)

Contact Information

www.portebrown.com info@portebrown.com

Website:

Email: Phone:

847-956-1040

We look forward to hearing from you.

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