EFP Rotenberg Merger Fact Sheet

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					EFP Rotenberg Merger Fact Sheet

                      Rotenberg & Co                  EFP Group                       EFP Rotenberg

Year Founded          1960                            1979                            2009

Senior Management     Thomas Englert, Managing        Robert Porretti, Founding       Robert Porretti, Chairman
                      Partner                         Partner and Partnership         Thomas Englert, CEO
                                                      Chairman                        Timothy McNamara, COO
                                                      Timothy McNamara,
                                                      Managing Partner

Partners              12                              16                              28

Employment
(CPA/Staff/Total)     35 / 35 / 70                    32 / 48 / 80                    67 / 83 / 150

Local Headquarters    1870 Winton Road South,         180 Canal View Blvd., Suite     Maintaining current offices
Address               Suite 200, Rochester            100, Rochester



Divisions/Locations   Rotenberg & Co., LLP            Eldredge, Fox & Porretti, LLP   EFP Rotenberg will consist of:
                      (certified public accounting)   (certified public accounting)   EFP Rotenberg (formerly EFP Group/Eldredge,
                      Rotenberg Healthcare            (offices in Rochester,          Fox & Porretti, LLP plus Rotenberg & Co. LLP
                      Consulting, LLC (offices in     Canandaigua, Corning,           (offices in Rochester, Canandaigua, Corning,
                      Rochester, New York City,       Elmira)                         Elmira, Penn Yan, New York City)
                      Penn Yan)                       StoneBridge Business            Rotenberg Healthcare Consulting LLC
                                                      Partners LLC                    StoneBridge Business Partners LLC
                                                                                                                                   EFP Group | Rotenberg & Co. |   2




                                           EFP Rotenberg

           Business Services               A comprehensive array of accounting and business advisory services available to clients nationwide
                                           from a large, Rochester-based firm.

                                           The portfolio of services will include:

                                                      specialized tax consultation, planning and preparation
                                                      business consulting
                                                      accounting and auditing for privately held and publicly traded companies and non-profit
                                                          organizations
                                                      internal auditing
                                                      strategic planning
                                                      appraisal and valuation
                                                      financial planning
                                                      employee benefit planning
                                                      real estate cost segregation
                                                      fraud and forensic investigations and litigation support
                                                      contract auditing
                                                      small business advisory services




           Consumer Services               A full range of accounting, tax and consulting services for individuals and families:

                                                      tax consultation, planning and preparation
                                                      accounting and consulting
                                                      financial planning services
                                                      estate and trust planning and administration
                                                      litigation support




Eldredge, Fox & Porretti, LLP | Certified Public Accountants | Business Consultants | Rochester | Canandaigua | Corning | Elmira
180 Canal View Blvd. | Rochester, NY 14623-2833 | PH: 585.427.8900 | www.efpcpa.com

Rotenberg & Co. LLP | Certified Public Accountants | Rochester | New York City | Penn Yan
1870 Winton Road South, Suite 200 | Rochester, NY 14618 | PH: 585.295.2400 | www.rotenbergllp.com
                                                                                                                                   EFP Group | Rotenberg & Co. |   3




           Specialties                     SEC-compliant auditing of publicly traded companies

                                           Fraud & forensic investigations and litigation support from certified, in-house fraud and forensic
                                           experts

                                           Health care auditing and consulting, with special expertise and experience with senior citizen and
                                           nursing home facilities

                                           Specialized tax consultation, planning and preparation

                                           Business valuation

                                           Corporate tax outsourcing

                                           Real estate cost segregation

                                           Contract auditing for franchise, royalty, distributor and supply chains

                                           Mergers and acquisitions




Eldredge, Fox & Porretti, LLP | Certified Public Accountants | Business Consultants | Rochester | Canandaigua | Corning | Elmira
180 Canal View Blvd. | Rochester, NY 14623-2833 | PH: 585.427.8900 | www.efpcpa.com

Rotenberg & Co. LLP | Certified Public Accountants | Rochester | New York City | Penn Yan
1870 Winton Road South, Suite 200 | Rochester, NY 14618 | PH: 585.295.2400 | www.rotenbergllp.com