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Page 1: Etonien Marketing Deck
Page 2: Etonien Marketing Deck

Project | Interim | Interim to HireFinancial and Accounting Services

Page 3: Etonien Marketing Deck

What We Do

What’s in the Name

Our Clients

Operating Model

Our Consultants

Our Services

Interim CFO & Controller

An Etonien Interim CFO

An Etonien Interim Controller

M&A | M&I Transaction Support

Accounting & Financial Reporting

Financial Planning & Analysis

Sarbanes-Oxley (SOX)

Internal Audit & Business Risk

Financial Systems Solutions

Corporate Tax Support

CFO Mentoring

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Table of Contents

877 ETONIEN — [email protected] — www.ETONIEN.com

Page 4: Etonien Marketing Deck

Etonien, LLC was founded in 2008 by a leadership team that believed there

was a way to bridge the gap between a transactional staffing firm and the

traditional corporate employment path.

Etonien is an elite provider of Interim CFO & Interim Controller services with

clients including the nation’s largest private equity firms, Fortune 1000 and

middle market privately owned companies. Etonien’s employed model al-

lows accounting and finance professionals to provide their skills and experi-

ence to a wide range of clients through project, interim and interim-to-hire

assignments.

The root of the name Etonien is from Eton, a prestigious English school

established in 1440 by King Henry VI to cultivate leaders and captains of

industry. Eton College became the elite recruiting post for the English par-

liament system as well as the largest, most well-respected businesses in the

land.

We work to embody the principals rooted in the Etonien name, by creating

a home for top accounting and finance talent and offering them continuing

education, mentoring, and career development.

What We Do

What’s in the Name?

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Page 5: Etonien Marketing Deck

We are proud to represent a wide array of clients ranging from Fortune 50

companies to start-ups, publicly traded to portfolio companies of some of

the largest private equity firms across all industry verticals. We are proud of

the relationships that we have built and fostered and we are happy to discuss

relevant references as needed.

Our Clients

Etonien’s founders draw on 30 years of combined leadership experience at

Big 4 international public accounting and consulting firms to bring clients a

unique operating model that redefines the project/interim financial manage-

ment industry, providing a market alternative to hiring independent consult-

ants or utilizing traditional staffing firms.

Etonien’s employed model for professional accounting and finance consult-

ants gives resources the option of flexible, variable opportunities coupled

with a more secure, fully employed alternative. By offering flexible, immedi-

ate, and longer-term solutions, Etonien attracts a broader talent pool, essen-

tial to meeting unique client needs. Our resources have a MBA and/or CPA

with an average of 10 – 30 years of progressive work experience with public

companies, in complex private equity environments, and/or privately-held

middle market companies.

We not only offer the most highly qualified project / interim resources to our

clients, but we also allow for an interim -to -hire provision in our contracts.

It has proved mutually beneficial to our consultants and clients alike to not

restrict the option for longer term employment opportunities after having

worked together on a project / interim basis. Whether your organization has

a specific project with clear goals, objectives, and end dates, or simply needs

the flexibility of a career consultant, Etonien can offer resources from our elite

team of professionals.

Operating Model

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Page 6: Etonien Marketing Deck

Our “most placeable consultant” is a term we coined to describe the

ideal candidate for a given project. Our strict hiring process allows us to

select an MPC whose educational background and specific technical skill

set meet your needs. Beyond the resume, we carefully consider how our

resource’s personal attributes will promote successful integration into

your organization.

Our resources join us with a minimum of 8 years experience in manageri-

al to CFO level positions in Fortune 1000, public and private middle mar-

ket companies, and complex private equity environments. In addition to

remarkable professional experience, Etonien resources have MBAs and/

or CPAs from leading educational institutions.

We only invest in and put forward individuals who we believe will best

serve your needs. This is why every Etonien consultant is an experienced

professional with the ability to immediately enter your organization and

embrace, facilitate, and manage change.

That the marketplace is looking for something beyond the transactional, an almost mercenary approach that tends to define financial staffing and con-sulting firms today.

Our Consultants Industry Leading Professionals

We believe...

“65

Page 7: Etonien Marketing Deck

— Interim CFO & Controller

— An Etonien Interim CFO

— An Etonien Interim Controller

— M&A | M&I Transaction Support

— Accounting & Financial Reporting

— Financial Planning & Analysis

— Sarbanes-Oxley (SOX)

— Internal Audit & Business Risk

— Financial Systems Solutions

— Corporate Tax Support

— CFO Mentoring

Our Services

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Page 8: Etonien Marketing Deck

Interim CFO & ControllerEtonien was founded to provide exceptional Interim CFO and Interim Control-

ler services. Our firm’s founders drew from their management experience within

the Big 4 Accounting and National Consulting firms to provide much needed

services to the nation’s largest private equity firms, fortune 1000 businesses and

a variety of complex middle market companies.

Etonien Interim CFOs and Interim Controllers not only have exemplary educa-

tional backgrounds and industry experience, but their ability to seamlessly assim-

ilate into complex situations makes our firm the industry leader in Interim CFO

and Interim Controller services.“

An Etonien Interim CFO

Our Interim CFOs have the much needed experience to assist their companies in

affecting change, managing transitions, and improving operational efficiency - all

at the speed of now. We employ only highly educated CFOs possessing a MBA

and/or CPA with a minimum of 20 years of progressive business experience within

complex public and private organizations.

An Etonien Interim ControllerAt Etonien we understand the critical nature of accurate and timely financial con-

trols, supporting our intense Interim Controller requirements of an MBA and/or

CPA and a minimum of 15 years business operating experience in Fortune 1000

businesses, complex private equity companies, and public and private middle

market organizations.

Due to the growing number of CFOs in our employ, as well as our CFO clients that

we support, we realize the intrinsic value of a Controller being in place so the CFO

can get their job done effectively.

We are the pioneers of an employed business model at this level of experience, driving our clients to continuously choose us as their partner for high-level interim engagements.

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Page 9: Etonien Marketing Deck

M&A | M&I Transaction SupportOur seasoned mergers and acquisitions (M&A) resources have experience suc-

cessfully coordinating, managing and implementing strategy, operations, systems

and staff. This corporate, hands-on experience in highly acquisitive companies

means efficiency and effectiveness that routinely saves our clients time and money.

Our M&A and M&I clients not only expect a high level of technical transaction

experience but also a significant level of “political savvy” that will help throughout

the acquisition and/or integration process.

Our M&A professionals also support departments in transition, having dealt with

both planned and unplanned departures common to merger and integration deal

structure.

Specific Solution Areas

Merger preparation and support

Acquisition support

Post acquisition integration, planning and management

Financial due diligence

Preparation and maintenance of financial information

Financial management of virtual data rooms

Analysis and evaluation of target accounting/finance staff pre and post sale

Accounting & Financial ReportingEtonien provides as-needed individual and team-based accounting and finance

resources to clients seeking technical assistance. Our resources serve a range of

companies from start-ups first establishing their financial records to private and

public companies looking to enhance their accounting and financial reporting.

Extensive operational and deep technical accounting experience means seam-

lessly assisting departments with projects ranging from busy seasonal demands

for quarterly and annual financial report preparation to unique projects requiring

highly specialized skills. Additionally, our accounting and financial reporting ser-

vices are used to facilitate private equity firms’ transitioning of portfolio compa-

nies and also to assist companies with “going public” documentation and related

regulatory filings.

Specific Solution Areas

Financial and SEC reporting including 10K’s and 10Q’s

GAAP and FASB pronouncements - implementation of new

accounting standards

IPO readiness projects

Financial statement consolidations

IFRS implementation

Complex revenue recognition projects

Process re-engineering

Streamlining the month end close process

That no amount of size, scale, or marketing polish can change the fact that a company’s ability to assist its clients begins and ends with a commitment to providing the highest caliber and best matched talent for any given situation.

We believe...

Relationships beyond the transactional

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Page 10: Etonien Marketing Deck

Financial Planning & AnalysisThe Financial Planning & Analysis (FP&A) func-

tion supports senior management decision

making by designing and leading effective fi-

nancial processes. Analytical financial support

is an integral component of sound organiza-

tional strategies.

Etonien provides FP&A function support with

project and interim accounting and finance

consultants able to handle “busy season” and

ad-hoc reporting. Our project-based resourc-

es can address more complex assignments for

special FP&A projects or simply help with the

normal “ebb and flow” of a large department.

For organizations without an FP&A function we

can assist in developing the internal capabili-

ties needed to implement these integral plan-

ning processes.

That building a lasting and career advancing relation-ship with our talent is not just about a competitive paycheck, but about creating a career environment where peer rec-ognition, high-impact project opportunities, and on-going professional development en-sure that our people are proud to be associated with us.

We believe...“Sarbanes-Oxley (SOX)SOX and J-Sox have changed the way the domestic and global business communi-

ties operate. The compliance and documentation processes are demanding a more

controlled environment across the board and increasing corporate accountability at

all levels. Our resources have extensive experience managing SOX programs within

the Fortune 1000 environment and can quickly acclimate to your unique business

environment.

Etonien’s SOX project and interim resources support chief audit executives, audit

committees and senior executives of public companies, private companies and not

-for -profits looking to improve internal controls or to bring valuable experience to

a short term project.

Specific Solution Areas

Staff augmentation

Testing, documentation and remediation

Process improvement

On-going training and in-house education

Need help with your SOX?

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Page 11: Etonien Marketing Deck

Internal Audit & Business RiskIn today’s dynamic and evolving business environment, companies are challenged

to attract, hire, train, mentor, and retain the most effective resources to address

their Internal Audit and Business Risk requirements.

Many companies now find themselves resource constrained and without the ability

to effectively address discretionary projects required by management. Etonien’s

project and interim accounting professionals allow a company to have the man-

power needed without the risk and rigidity of making full-time employment deci-

sions.

All Etonien Internal Audit & Business Risk resources have extensive experience pro-

viding both internal and external audit solutions. Our resources have CPA creden-

tials combined with corporate operating audit expertise and a minimum of 8 years

total experience. Consequently, our clients benefit from efficiency in both time and

cost.

KNOW RISK PREPARATION PAyS OFFKNOW RISK PreParation Pays off

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Page 12: Etonien Marketing Deck

Financial Systems SolutionsOur financial systems resources embody a unique combination of skills that con-

tinue to grow in value and are in increasing demand by clients requiring on-time

and on-budget solution implementations.

The background and experience of our resources are a perfect blend of deep ac-

counting and finance expertise with a strong understanding of information technol-

ogy and the application of large scale Enterprise Resource Planning (ERP) systems.

The hybrid skill sets of our resources prove invaluable to clients experiencing diffi-

culties uploading or analyzing financial information using new ERP systems. Wheth-

er needing interim help with implementation or deployment of financial systems

solutions, Etonien resources have the experience to ensure successful transitions.

We can offer an experienced resource to handle the day to day department roles

in accounting, finance, tax and internal audit in order to free up your staff to focus

on using the new ERP system. Alternatively, we can train your staff directly and help

them to retain practical end user knowledge of a variety of large scale ERP systems.

Corporate Tax SupportCombined with the recent economic downturn, the continually increasing com-

plexity and fee structures of public accounting firms are forcing finance executives

to source cost effective alternatives for tax support.

Etonien’s project and interim corporate tax resources come at a lower cost than the

entry level point of the public accounting firms, and because of their experience

make projects more efficient in terms of overall hours.

Our project and interim tax resources join us with a minimum of 10 years combined

public accounting and corporate department tax experience, posses a CPA and

also hold advanced tax degrees.

Our specific tax solutions include

FASB ASC 740 (formerly FAS 109) calculations and process reviews

FIN 48 reviews

Assistance with tax regulatory audits

Assistance with tax preparation for international, federal and

state/local tax authority filings

Review and documentation of internal tax controls

Sales and use tax, property tax and associated tax filing issues support

In addition to general support for your tax function, Etonien resources also offer

you expertise in tax software implementations, tax due diligence for mergers and

acquisitions and litigation support.

That clients have challenges to be addressed, not job orders to be filled.We believe...

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Page 13: Etonien Marketing Deck

Above all else, we believe that the success of our clients and people, will always precede and produce, our own success at Etonien.

We believe...

CFO MentoringIn the wake of Sarbanes-Oxley legislation and the recent economic downturn

the role of the CFO has changed considerably, shifting the position’s focus

away from strategy to compliance. Increased professional and personal liability

moved many CFOs to opt out of their careers, forcing many companies to invest

in Etonien’s mentoring services.

Etonien’s resources help evaluate, mentor, and train a client’s most valued asset,

internal staff, in order to avoid the time and expense of replacing them through

an external search. Clients investing in mentoring services also foster a culture

committed to staff development, resulting in greater employee retention and

productivity.

Etonien CFOs can mentor newly promoted CFOs, advise management on stra-

tegic matters, and even train leaders on effective communication. Etonien CFO

Mentors also provide an unbiased, independent review of professionals within

any level of your accounting and finance department. The review process pro-

motes improvement in performance by identifying strengths and weaknesses to

determine future areas of focus.

ETONIEN877 ETONIEN (386 6436) — www.ETONIEN.com

Please contact us for any national inquiries to be

connected to the appropriate local contact.

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