D O Z Dauby O Connor Zaleski www

Зарегистрируйтесь, чтобы просмотреть полный документ!

РЕГИСТРАЦИЯ

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

“Oh, the College costs” ! 2

““I recommend keep driving !” 3

“Taken to the cleaners!” 4

“A California dilemma” 5

“______ grads? ? ? ” 6

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

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

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

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

Passionate ? - ``My dream is to own $1 billion a year in affordable housing'' Need to be done ? – Shaquille O'Neal Gifted ? - $$$$$ ! “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 11

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 12

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

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

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

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

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

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

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

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

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

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

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

A “Day” in the Life …. . of ……

A “Day In the Life” • IU Grad – 5/03 / Start Date – 7/03 / Senior – 7/05 • Clients – 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 • 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 25

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

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

www. doz. net

Скачать презентацию D O Z Dauby O Connor Zaleski www

753a6b786a6b81e234b43de5bb50bf04.ppt

Количество слайдов: 28