1. The Siegfried Story
By Robert L. Siegfried, Jr., CPA, CEO and Founder
Overview
Spirit makes The Siegfried Group, LLP a very special place. Our
commitment to create a truly unique environment is alwaysevi-
dent. We enjoy our careers. We are motivated. We are successful.
We are confident! The Siegfried Group, LLP is an extraordinary
place that enhances the lives and happiness of our stakeholders!
Our Beginning
We started the business in 1988 as a traditional tax and CPA firm
serving mid-market companies and high net worth individuals
in the greater Wilmington, Delaware – Philadelphia – Baltimore
areas. What we lacked in experience and connections in the begin-
ning, we certainly made up for with our persistence – relentlessly
pursuing excellence. From the start, we have always been com-
mitted to being an exceptional professional services firm striving
to provide success to all of our stakeholders – our clients, employ-
ees, vendors, and other associates.
Successful Growth
In 1995 the DuPont Company, a global Fortune 100 chemical com-
pany headquartered in Wilmington, Delaware, engaged our Firm
to assist with the carve-out of a large medical imaging unit to Ster-
ling Diagnostics, a smaller company from South Carolina. That
was a defining moment for our Accounting Resource Services
business. By 1998, we had received assignments from JPMorgan,
AstraZeneca and AIG. In 2004, we were selected to become the
sole national provider of audit seniors and experienced associates
to a Big 4 CPA Firm and that enabled us to expand nationally. To-
day, we serve three of the Big 4 Firms, nearly 200 of the Fortune
1000 and many privately held companies out of our 18 offices. We
employ over 300+ professionals. We are the only national CPA
firm dedicated exclusively to providing Fortune 1000 clients with
ready access to full-time, career-focused, consultant-quality ac-
counting and financial professionals to assist with critical account-
ing and financial work.
Our history has been extraordinary – but our future is even
brighter! We are focused exclusively on providing exceptionally
talented professionals to our clients and continue to work on bet-
ter organizing, innovating and orchestrating our business model.
Our experiences have taught us well. We have been willing to try
new things and to take measured risks, and these moves have
enabled us to advance. Most ideas needed tremendous innovation
and orchestration before we were able to make them work. And
the mistakes, which are part of the landscape for any dynamic
company, have provided us with great learning experiences. All of
this continues to make us stronger. As a result of the accomplish-
ments and knowledge we have acquired over the years, we are
much more focused, balanced and aligned.
Culture and Values
The key to our success is our ability to work together cohesively
and synergistically. Each member of the team is committed to
our corporate culture and our values. This level of commitment
requires a tremendous amount of respect, consideration and
appreciation for the Firm and for each other. It also requires a
great deal of perseverance and heart. We are relentlessly faithful
to our corporate values: to be fair, have fun, and build and share
stakeholder value. Commitment to our culture and values is a
must – each Firm member needs to demonstrate respect for each
other and for these corporate values. Our unified commitment to
these norms and values is the primary reason we enjoy a sought-
after, inspirational environment where everyone is committed to
individual and corporate advancement.
Employee Attraction
This is a place where employees can reach their greatest potential.
We challenge each employee to clarify the truth about themselves
– where they are now and where they want to be in the future.
We then work with them to develop a plan and a path to achieve
their goals. This clarity better enables our people to get what they
want from their career. This enhances the lives of our employees
and provides the environment needed to build and maintain an
exceptional business.
Client Attraction
We emphasize outstanding quality with a higher degree of service
and additional value. We consistently help our clients achieve
and accomplish more. We clarify visions and stimulate courage
to explore new opportunities. This type of performance builds
self-confidence, self-actualization, and, most importantly, a feeling
of peace of mind. This leads to strong, positive feelings based on
value – a value that is felt and internalized by our clients. Our
clients and our people feel emotionally gratified, which serves as a
magnetic attraction!
The Future
We are very excited about the Firm’s potential and for all of
its stakeholders. We invite and challenge each of you to help
us create an incredible future, and contribute to the stories
of tomorrow.
© Copyright 2015 The Siegfried Group, LLP. All rights reserved.

2. Our Values and Culture
We are a high-performance company! Our success is based upon
the core values of being fair, having fun, and building and shar-
ing stakeholder value. We adhere to the key principles of respect
and integrity. We foster an exciting, synergistic atmosphere that
is motivating and alive. Our relentless and enthusiastic pur-
suit of excellence and our steadfast commitment to our values
enable us to provide increasing success and satisfaction to our
stakeholders. We are sought-after because we help all of our
stakeholders achieve powerful results. We provide interesting,
challenging opportunities for accomplishment in positive, inspi-
rational environments. This confidence and proactive attitude is
uniquely refreshing and contagious.
Our Business Model
The Siegfried Group, LLP is a leading national CPA firm that
provides high caliber, accounting and finance professionals to
public companies and other large organizations on an as-needed
basis to assist them with important projects. Our Accounting
Resource Services business represents an exciting new model
within the accounting industry – the client maintains primary
control, which minimizes project risk, accelerates delivery time
and reduces costs.
Our Growth, Profits and Equity Value
Creating and Sharing the Wealth – For the past 25+ years, we
have achieved a cumulative average annual growth rate of 25+%.
We expect to grow in excess of 12% per year to achieve Revenues
of at least $100 million by 2015, with annual profit margins of
12+%. We expect to leverage our unique business model to cre-
ate entity value of at least five times EBITDA or $90+ million by
2015. We are providing our employees with attractive, incentive-
based compensation packages to enable them to share finan-
cially in the growth they help create We maintain fair fees for the
value received for our clients.
Who We Work With & Why They Come To Us
We deliver substantial value to our clients – providing top-
notch talent supported by emotionally connected, professional
relationships. Our clients are typically finance and accounting
executives who are shouldering tremendous responsibility. They
are progressive in looking for and trying new ways to help their
companies succeed. Our clients are thoughtful decision-makers,
especially when entering new relationships. They want to do
business with reliable people that they like, respect and trust
– people who are backed by a solid organization. Therefore,
we work primarily with business leaders who are genuinely
interested in improvement. We work with responsible and com-
mitted people that EXPECT RESULTS!
What Really Distinguishes Us From All The Rest
We provide exemplary value and service that result in both tan-
gible and intangible benefits for our stakeholders – our clients,
employees, vendors, and other associates. The tangible benefits
are increased profits and cash flows. The intangible benefits are
perhaps the most important – improved self-actualization and
peace of mind that come from learning and/or getting the job
done correctly. We ask probing questions to challenge and stim-
ulate important issues, and then we work with our stakeholders
to address these issues. Strong, positive feelings follow, as our
stakeholders perceive real value and feel emotional gratification
from the achievement and accomplishment, and these feelings
are addictive.
Our Leadership Strategy
We have an empowered leadership, which establishes our
overall vision and strategic direction. Our leaders determine
and implement strategic priorities, while bringing order to our
processes and making them better through innovation and
orchestration. Our centralized leadership represents a distinct
advantage over other service firms because we are able to think
and act more quickly than most of our competitors. This gives
us both strategic and operational advantages when addressing
market challenges and opportunities.
Are You Ready?
You must be able to emotionally connect with our Strategic
Objective & Purpose to maximize your personal commitment
and motivation for career success at The Siegfried Group. If our
Strategic Objective inspires and energizes you, I invite you to
join us on our journey and to advance your success!
Strategic Objective & Purpose
By Robert L. Siegfried, Jr., CPA, CEO and Founder
The information contained in this document includes certain projections with
respect to the future performance of the Firm, all of which are based upon assump-
tions by SeniorManagement of the Firm. Projections are necessarily speculative
and unanticipated events and circumstances can occur. Future performance may
differ materially and recipients of this document should take into account when
making investment decisions.
© Copyright 2015 The Siegfried Group, LLP. All rights reserved.
FK