E L L I N A N D T U C K E R. C O M

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1 ELLINANDTUCKER.COM

2 FIRM FACT SHEET COMPANY Ellin & Tucker, Chartered ABOUT Ellin & Tucker is the fifth largest accounting firm in Baltimore, specializing in auditing, accounting, tax, business consulting, business valuation and forensic accounting services. Led by managing partner Edwin Brake, Ellin & Tucker is known for handling complex issues for a sophisticated clientele and offers highly specialized expertise in both traditional and rapid growth industries. FOUNDED 1946 EMPLOYEES 120 LEADERSHIP Edwin Brake, Managing Director HEADQUARTERS Bank of America Building 100 South Charles Street, Suite 1300 Baltimore, Md In October 2014, Ellin & Tucker will relocate to 400 E. Pratt Street, a building that is currently being renovated as part of Baltimore s open-space plan to rejuvenate the downtown area and improve the north side of Pratt Street. LOCATIONS Baltimore, Md. Frederick, Md. Belcamp, Md. Washington, DC AFFILIATION Ellin & Tucker serves clients nationally and internationally through its affiliation with DFK International/USA ( -- a top 10 international association of independent, full-service accounting firms and business advisors in major geographic and economic centers around the world. ###

3 CORPORATE BACKGROUNDER ELLIN & TUCKER TODAY Ellin & Tucker is the fifth largest accounting firm in Baltimore, specializing in auditing, accounting, tax, business consulting, business valuation and forensic accounting services. The firm employs more than 120 people in offices across Maryland (Baltimore City, Belcamp, Frederick) and Washington D.C., serving national and international clients through its affiliation with DFK International/USA. Led by managing partner Edwin Brake, Ellin & Tucker is known for handling complex issues for a sophisticated clientele and offers highly specialized expertise in both traditional and rapid growth industries. MOVING FORWARD In the fall of 2014, Ellin & Tucker will relocate its headquarters to 400 East Pratt Street, a move that emphasizes the firm s commitment to the future of its employees, clients and the Baltimore community. GROWTH & INDUSTRY EXPERTISE Ellin & Tucker traces its roots back to 1946 when Lester Ellin, a veteran of the Second World War, opened his accounting firm in downtown Baltimore. A dedicated family man, Ellin believed in building close relationships with his clients and developing an in-depth understanding of their needs; a commitment that has defined the firm s long-term success. Despite a tough economic climate, Ellin grew his firm steadily in the 1950s, serving wholesale distribution and manufacturing clients, the most prominent industries in and around the Port of Baltimore at the time. In 1962, Edward Tucker joined Ellin s firm. By 1972, they had become business partners and incorporated as Ellin & Tucker, Chartered. The 1970s and 80s were a time of rapid growth for the firm, as it grew its industry-specific expertise and expanded to include clients in the construction and real estate sectors. The firm hired Edwin Brake in 1982 as its administrator, making it one of the only accounting firms in the U.S. to hire a non-billable manager to oversee day-to-day operations. Brake quickly identified ways to increase Ellin & Tucker s efficiency, including alleviating the partners of non-billable work. In 1990, Brake became managing partner at Ellin & Tucker, leading the strategic direction of the firm, which employed 60 people at the time. By the late-90s, Brake had led the firm to more than double its business portfolio and its staff. Through the 1990s and 2000s, Ellin & Tucker has continued to expand its industry-specific expertise, adding law, non-profit, employee benefit plans, private equity, family wealth and technology clients to its portfolio of customers with sophisticated accounting needs. The firm s client base still includes some of the highly successful business families who first worked with Lester Ellin when he opened his doors in IN THE COMMUNITY Ellin & Tucker s founding principles underscore a belief in fiscal excellence and in serving as a community leader, tenets that hold true for the firm today. Through the leadership of its partners and employees, Ellin & Tucker supports the efforts of non-profit organizations by serving on boards and advisory committees, and volunteering at over one hundred worthy organizations. ###

4 MEET IMAGE THE EXPERTS INDEX EDWIN BRAKE Managing Director As managing director, Edwin Brake leads the strategic direction of Ellin & Tucker. The firm hired Ed in 1982 as its administrator, making it one of the only accounting firms in the U.S. to hire a non-billable manager to oversee day-to-day operations. Ed quickly identified new ways to increase the firm s efficiency, including alleviating the partners of non-billable work. In 1990 he became managing director of the firm, which employed 60 people at the time. By the late-90s, Ed had led Ellin & Tucker to more than double its business portfolio and its staff. Today, he continues to oversee the firm s operations and is a highly active leader in the community. Ed is also the visionary behind Ellin & Tucker s impending headquarters move to 400 E. Pratt Street. TODD FEUERMAN Shareholder - Construction With a niche in serving construction clients both locally and nationally, Todd is a certified construction expert, published writer and frequent guest speaker in many facets related to the construction industry including: general business planning, project costing, cash flow planning, budgeting and forecasting, construction taxation, credit underwriting and current trends in construction financial matters. DAVID SCHRIVER Shareholder - Construction / Investments David s expertise in the construction and investment industries includes audit and accounting services, as well as business consulting on a number of industry-related topics. With more than 18 years of experience in the accounting profession, David is well versed in the accounting, finance, bonding and construction market factors that impact contractors.

5 MEET IMAGE THE EXPERTS INDEX BRYAN PORTER Manager - Construction / Manufacturing / Wholesale Distribution Bryan is an expert in audit, accounting and consulting for construction, manufacturing and wholesale distribution companies. Bryan s knowledge of industry trends and hot topics including cash flow management, job costing and profit analysis has been tapped by notable industry publications such as CFMA Building Profits and Construction Global. STEVE MANEKIN Shareholder - Law With more than 25 years experience providing audit, accounting and consulting services to law firms, Steve is an expert in the world of law, including: practice management, firm capitalization, partner compensation, law firm accounting and related areas. He has been published by regional and national publications, including Legal Times of D.C. and Accounting for Law Firms newsletter. CHRIS ROSENTHAL Shareholder - Business Valuation / Litigation Support A nationally recognized speaker and specialist in forensic and valuation services, Chris is an expert in domestic and international commercial damages, bankruptcy and reorganization and all things valuation. He has extensive litigation experience, which includes expert testimony in federal, state and international courts. CARL KAMPEL Director - Quality Control As an active member of the Emerging Issues Task Force (EITF), Carl is at the forefront of the accounting industry. He is an expert on accounting, auditing and financial reporting, accounting standards, SEC regulations and related topics. He is an experienced speaker who has also authored numerous industry-related articles and taught courses for the Center for Professional Education.

6 MEET IMAGE THE EXPERTS INDEX STEPHANIE MCGUIRE Manager - Employee Benefit Plans Stephanie is an expert in audit, accounting and consulting for the employee benefit plans of numerous types of industries, both nationally and internationally. She is able to speak about the best practices for internal controls and technical principals not just for employee benefit plan accounting services but also for industries universally. KIM FUSCO Manager - Not-for-Profit Kim is an expert in all not-for-profit audit and accounting standards including OMB A-133 audits. She can comment on accounting trends, as well as the challenges and solutions for numerous types of not-for-profit organizations, such as human services, private foundations, religious, education and arts. JOHN COPPOLA Manager - Not-for-Profit (Education) With experience as both an accountant and former CFO of a local Catholic high school, John offers a dual perspective on financial matters for schools. He is an expert in capital campaigns, budgeting and forecasting, risk management, facilities management, building an endowment, nonprofit accounting software and related topics. SUSAN KELLER Principal - Not-for-Profit Tax / High Net Worth Individuals Susan s expertise is in providing specialized tax and consulting services for numerous not-for-profit organizations in the Mid-Atlantic region, as well as high net-worth individuals. Her wealth of knowledge and understanding of the intricacies the tax rules, regulations and case law for the tax-exempt communtiy has been tapped by regional organizations for training and speaking purposes.

7 MEDIA CONTACTS For All Press Inquiries Relating to Ellin & Tucker Ellin & Tucker welcomes the opportunity to participate in press interviews, write bylined articles, provide a primer on industry hot topics and/or facilitate other special press requests. The firm s expert sources can comment on a wide-range of accounting and tax-related topics specific to construction firms, law firms, nonprofits and schools, employee benefit plans, estate planning, forensic and valuation services, manufacturing and distribution, healthcare and real estate. Please contact our PR firm, Vitamin, directly for all general press inquiries: Amanda Karfakis or Nikki Bracy studio cell

8 ELLINANDTUCKER.COM VITAMIN MEDIA CONTACTS Amanda Karfakis or Nikki Bracy P C E