1. Dauby O’Connor & Zaleski A Limited Liability Company Certified Public Accountants D O Z & 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 Passion? My Gifts? Needs to be done?

11. 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

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 &

15. D O Z & 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 ! 1 Location Work in > 40 states

18. 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

19. 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

20. 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

21. 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

22. 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

23. 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

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, TN Los Angeles, CA

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

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

28. www.doz.net