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New Proposal Presentation

Store Supply Warehouse

Brown Smith Wallace

on 31 May 2013

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Transcript of New Proposal Presentation

Exceeding Your Expectations Client Relationship
Overview Who We Are Professional
Fees Value Added for
Store Supply
Warehouse Areas where we'd like to provide additional value during our engagement with you Scope
Services Growing the Customer Base Fragmented Market Benefits Tax Savings Information Security Insurance Cost Savings Returned Inventory Assessing Software Needs You asked for: Additional Services Included: Financial statement audit for Jones Supply Warehouse Federal and state returns for Jones Supply Warehouse Federal and state returns for Jones Supply Investment Holdings Advise on accounting, tax and business advisory issues Meet with management regularly to discuss any issues affecting the company Issue an advisory letter detailing recommendations for the company Our service approach is focused on bringing value to our relationships with clients. Throughout your engagement with Brown Smith Wallace, you will experience... Heavy Partner Involvement Commitment to Provide Business Advice Full Client Support Year-Round Relationship Moore Stephens Collaboration 9/30/12 10/31/12 10/10/12 (cc) image by jantik on Flickr 10/3/12 10/24/12 Transition Process/Timeline Accept proposal Deliver engagement letter Gather financial data

Request records from predecessor firm Review records with predecessor firm

Hold planning meeting with financial management

Review contracts/accounting policies and procedures (through 10/24)

Assess IT structure and controls

Meet with counsel 10/17/12 Develop preliminary audit strategy and timeline

Meet with senior management to confirm plan and timeline Meet with audit committee to review plan and timeline Audit of financial statements Preparation of Jones Supply Warehouse federal and state tax returns Preparation of Jones Supply Investment Holdings federal and state tax returns Diagnostic of state and local tax compliance Review of insurance coverage and commission structures Scope of Services 12/31/2011 12/31/2012 12/31/2013 Total $ $ $ $ $ $ $ $ $ $ $ $ No charge No charge No charge No charge No charge No charge A Measurable Difference Anthony J. Caleca, CPA

Dan J. Ward, CPA
dward@bswllc.com Connect with us Adding Value Agenda - How we'll exceed your expectations

- Service approach focused on adding value

- Fees

- Our dedicated team

- Smooth transition and efficient timeline

- Who is Brown Smith Wallace?

- Questions? Your Dedicated Team Tony Caleca, CPA Client Service Member -More than 20 years experience:
Cash flow management
Family tax & succession planning
Project management
Staff development
Management consulting
-Works with clients in the distribution, construction, manufacturing, service, technology, financial services, private equity and nonprofit industries
-Provides clients with in-depth organizational consulting, operational assessment and process improvement Daniel Ward, CPA Client Service Audit Manager -Hands-on operational and accounting experience
-At Store Supply Warehouse Dan will:
Lead planning, transition and integration activities
Prepare audit plan
Work with personnel to set and monitor field work schedule and timing of deliverables
lead audit and provide advisory assistance to staff
Help coordinate year-end tax services
Coordinate IT Audit group's role withing the financial statement audit
- Ensures that our engagements meet the AICPA and PCAOB standards Chuck McNeal, CPA Client Service Tax Manager -10 years experience as an accounting professional
-Extensive experience involving complex merger and acquisition transactions
-Finds solutions through detailed tax research and tax law analysis
-Oversees preparation of tax projections and completion of tax returns
-Works with clients in the following industries:
Wholesale distribution
Professional services
Home medical services
Real estate
Transportation $30,000 of Complimentary Consulting If engaged, we commit to a significant investment of our subject matter experts’ time within the first three months after our engagement from among the additional service areas previously described. Other Resources We Will Provide Relevant
articles Business information via our website Optional participation in business growth initiative One of the Midwest's largest locally owned public accounting firms We're ranked #7 in the Midwest by Accounting Today Susan Nunez, JD, LL.M. Ted Flom, CPA, CISA, CIA William Goddard, CPCU Christopher Byrd,
CISSP, QSA, GCIH, GAWN, GPEN Client Service Tax Member Client Service IT Security Manager Client Service Insurance Principal Client Service Tax Principal Subject Matter Expert -More than 10 years experience in field
-Expert in PCI program and compliance management
-Project management experience
-Hands-on familiarity with security engineering, computer networking and server management
-Experience with:
Penetration and vulnerability assessment
Intrusion detection
Prevention and response
Network and host security Subject Matter Expert Subject Matter Expert Subject Matter Expert -More than 35 years experience
-Provides adept analysis of insurance costs and cost reduction techniques, including specific cost savings advice related to:
Claims processing
Captive insurance company options
Safety programs
Self insurance
-Skilled in assisting clients with their insurance programs by evaluating options and providing guidance on the most cost-effective solution to fit their needs -Leads engagements that help clients manage business risk, improve processes and internal controls, and comply with Sarbanes-Oxley Act provisions
-Will lead the Enterprise Risk Management (ERM) review of information security
-Provide assistance with efforts to improve processes and control costs -More than 18 years experience
-Industry expertise includes:
-Will advise on nexus, income and franchise taxes, US indirect taxes, global location and expansion, and payroll and unemployment taxes Core Team Member Core Team Member Core Team Member -Client introductions
-Additional retail industry perspective -Strategic acquisitions
-Adding to existing operations -State and local tax diagnostic
-International tax diagnostic -Addressing enterprise risk
-Identify potential improvements to Enterprise Risk Management -Independent review of insurance coverage and costs -Assess opportunity for cost savings based upon return inventory process -How to improve profit margins
-Tools that may enhance e-commerce effectiveness ? Any Questions? http://ow.ly/lA24c We execute effectively and efficiently...just ask our references. Richard C. Gund, Executive Vice President
The Gund Company Each year, we seem to come up with a number of accounting and tax challenges the Brown Smith Wallace team resolves without hesitation, meeting the most demanding timeline...with outstanding leadership, knowledge and diplomacy. Mike Gray, CFO
Beltservice Corporation We're fortunate to work with a firm that takes a strong personal interest in its clients while being dedicated to providing value-added service.
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