Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants D O Z &
“Oh, the College costs” !
““I recommend keep driving !”
“Taken to the cleaners!”
“A California dilemma”
“___________ grads?????”
What Attracted Gen-Xers? How they rated company features Reference source: Journal of Accountancy Aug 2005 Issue
What Attracted Gen-Xers? How they rated company features Reference source: Journal of Accountancy Aug 2005 Issue
What’s Most Important to Them?
Your Challenge ! My Passion? My Gifts? Needs to be done?
Passionate ? - ``My dream is to own $1 billion a year in affordable housing'' Gifted ? - $$$$$ ! 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
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
D O Z & A Firm’s Model creates Opportunity
D O Z &
D O Z & Market area is the entire USA !
D O Z & A Firm’s Model creates Opportunity Market area is the entire USA ! Work in > 40 states
D O Z & A Firm’s Model creates Opportunity Market area is the entire USA ! 1 Location Work in > 40 states
D O Z & A Firm’s Model creates Opportunity Market area is the entire USA ! 1 Location Top 3 in the USA in its niche market Work in > 40 states
D O Z & A Firm’s Model creates Opportunity Market area is the entire USA ! 1 Location Top 3 in the USA in its niche market National reputation as experts in Real Estate Finance / Accounting Work in > 40 states
D O Z & A Firm’s Model creates Opportunity Market area is the entire USA ! 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting Work in > 40 states
D O Z & A Firm’s Model creates Opportunity Market area is the entire USA ! 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting 95% proposal acceptance rate Work in > 40 states
D O Z & A Firm’s Model creates Opportunity 5% market share Market area is the entire USA ! 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance / Accounting 95% proposal acceptance rate Work in > 40 states
D O Z & A Firm’s Model creates Opportunity 5% market share Market area is the entire USA ! 1 Location Top 3 in the USA in its niche market Excellent client referrals National reputation as experts in Real Estate Finance/ Accounting 95% proposal acceptance rate Work in > 40 states Doubling in 5 yrs
A “Day” in the Life ….. of ……
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, TN Los Angeles, CA
The Challenge ! My Passion? My Gifts? Needs to be done?
Differentiating….. My most Important issue Firm 3 Firm 2 Firm 1 My 3 rd most Important issue My 2 nd most Important issue