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Transcript of Business Development
Video conferencing software company
Did not have a sophisticated tax system
No debt, no audit needed
Networking with Hyde Park Investment Banker
Investment Banker referred us to Talk Fusion
Talk Fusion, Inc.
Poplar Creek JV, LP
Hedgepath Pharmaceuticals, Inc.
By: Adam Berg, Sarah Bolick, Sara Dawson, and Ryan Gammon
Cherry Bekaert Interns - Summer 2014
Governmental defense contractor - Jet fighter part supply
Mom and pop run business looking to sell to a private equity firm.
Danny Jackson, Managing Partner
Contacted by private equity group looking to purchase the company
Inserted members from Danny's network group into the firm after completed sale.
Quality earnings and due diligence initially
Full services following completed sale
Honeycomb Company of America, Inc.
Wurkin Stiffs, Inc.
Distributes magnetic collar stays
Danny Jackson (contact at Deloitte)
Tax Compliance Work
Commercial Rental Property in Illinois
Eric Pilcher, Tax
Initial referral- Barry Weins previous co-worker
Early involvement with DeBartolo family
They continue to bring new work as large investments arise
Table of Contents
Trinity Services Group, Inc.
Headquartered in Paris, France
EY services the parent company
Cherry Bekaert acquired subsidiary
Various components throughout Tampa
Example: Joffrey's coffee
Phil Piser, Audit
Referral through personal relationship
No products yet
Referral: Chris Rux
Working relationship with owner
Take company public- reverse merger
1. Analysis of Findings
2. New Client Wins
3. Desired Future Referrals
4. Practical Application
What can we do as interns and young professionals?
Develop expertise and gain knowledge
Keep in contact
Find something to be passionate about
Magda Farren, Chief Accounting Officer
What We Do:
Tax Provision Review
USF Foundation, Inc.
USF Donation Money
Referral: John Gilberto
USF Research Foundation
Similar Board Members
Built on connection
What We Did Well:
Presented with whole team
"What they saw is what they got"
Interviewed in Green & Gold
2. Maintaining Client Relationship
3. Perception vs. Reality
4. Understand Your Role
Know Your Client
Importance of joining organizations
Do what you are passionate about
Know your profession
Don't burn bridges
GOAL: "Want to be the first call"
Know Where You Fit In Your Industry
Harry Cherry quote
Focus on everything else
Smaller jobs from larger companies
Providing services other than audit/tax for larger companies, based on their needs
Smaller segments of large companies
Keep good relationships
Build on existing clients
HCA - Access Healthcare Holdings, LLC
General practice physician group (largest physician practice in Citrus county)
Came through the CFO at the time who heard us give a presentation about cost segregation
Full tax and audit services
It's definitely not...
Performing Arts Center in Tampa
Win this year
: IT Assessment (Michael Townsend)
: John Gilberto
Expanded Service Concept