Marketing Kit

Example Files

The Noonshine Difference

Call us crazy but were passionate about cleaning your windows.

Over the past 15 years we have perfected

the art of window, glass, and blind
cleaning.
Our proprietary 10-step process is the
basis of success.
Each and every one of our professional,
courteous, crewmembers is thoroughly

customer after customer told us,

in a somewhat amazed tone, how
wonderful it was that we showed up
at our appointed time.
trained in our process before they ever
enter your home.

We Never Leave A Mess

Our crewmembers clean up when they
work in your home. Before they ever
enter your home they take their shoes off.
Youve called us to clean your
windowsyou wont ever have to clean up
after us.

Our Secret Formula

We use a secret glass cleaning solution
that works like crazy. In fact, we have so
many requests from our clients we had to
bottle it up and sell it. Now you can find

Noonshine All-purpose glass cleaner all

over town in both spray and handy popup wipes. But our crews carry plenty with
them if you run out.
Our formula leaves your glass shiny and
clean long after weve gone on to clean
another day.

We Show Up When You Call

Now to us this is just common sense.
Frankly we would never have thought to
talk about something this simple in a
marketing document but then customer
after customer told us in a somewhat
amazed tone how wonderful it is that we
show up at our appointed time.
Heres how we think our clients should be
treated.
You call, we answer with a smile
We schedule a time that works for you
We call the day before to confirm
We show upon time
We complete the work, make sure you
are happy, and give you some referral
coupons.
Its not rocket science but it does
take some passionthats the
Noonshine difference.

What our clients have to say

I started using your glass cleaner around the first of the year and I want you to know how
happy I am with it. I just thought you would like to know that you have one very happy customer
here.
Verna B
Your associates arrived on time, they were very organized and created very little
disruption. They were neat, worked very well, and did a good job. I commend you for
the service you provide at a reasonable cost. Check enclosed.
Ben C
Enclosed please find a check as payment for the window cleaning you did for my mother. I was
a birthday present and she loves the job your crew did. Thank you for making her happy with
your services and for being able to arrange for me to pay for it for her.
Jan P
Thank you so much the windows look great and the house is in good shape. Please
put me on a list to sign up in a year from now.
Jane N
Just a quick note to let you know how wonderful your crew was. Plus they did manage to get
the bathroom windows opened. We will definitely use Noonshine again.
Dawn
We wanted to comment on the excellent job your staff did on our windows and
blinds. Your crew was one of the best and most careful groups that we have ever had
working for us. They did an excellent job on both the windows and blinds, were
extremely careful of our furniture and carpet, worked steadily, and the end result was
very satisfactory.
William and Shirley H
Window cleaners from your company washed my windows today. They were very professional
and they did a beautiful job. My windows sparkle.
Shirley B

This is a tale of passion

I fell in love with window cleaning at an
early age, but it is my mother who I
credit with the success of my window
cleaning business.
Faced with raising 5 children on her
own, mom determined that each of us
would learn the necessary skills to
survive in the world. I learned to cook,
clean, and even sew by the time I went
to elementary school. One of my
favorite lessons involved sewing. Each
of the children picked a material and
pattern, learned to sew it together and
then, to assure we took the lesson
seriously, each of us was required to
wear the new outfit to school for one
entire day.
Cooking around the Noon household
was a rather simple and orderly affair. If
stew came out of moms large Army pot
on Sunday then you knew what you
were eating the rest of the week. For
breakfast she would cook oatmeal,
always oatmeal. Now she did possess a
bit of marketing knack for each day she
would use a food coloring to present us
with a different color of oatmeal.
Growing up I didnt mind the chores so
much but I was never able to master
the art of dishwashing, so I did a great
deal of chore trading. What I learned
was that I loved to clean windows and
that my brothers and sister did not. So,
I always washed the windows in our

home and people said we had the

brightest shiniest windows in all of
town.
Now what they didnt always know was
that mom had developed a special
concoction of window and glass cleaner.
Her secret formula, as I now call it, is
what helped me launch Noonshine
Window Cleaning Service just over 10
years ago.

While weve grown to be quite a

force in the glass cleaning business,
that secret formula, the one that
keeps our customers singing our
praises, has never changed. In fact,
we got so many requests for our
window cleaner that we decided to
bottle it up and make it available to
the entire world. And thats what you
are holding in your hand right now.
Noonshine Window and Glass Cleaning
Formula is an environmentally friendly
glass cleaning wonder that leaves
windows, shower doors, mirrors,
chandeliers, and other surfaces shiny.
While other glass cleaners leave a film
on your glass ours never will.
So now you know why I say, your
pane is my passion.

Bill Noon

Executive Summary
Money is a terrible thing to waste.
Do you know that there may be money hidden
in your trash and energy bills?
For the most part your business runs very well. You
attract clients and provide a product or service as
promised. What you may not know is that your operation
could be leaking profits from some very unexpected
areasyour trash disposal and energy consumption. Its
a fact that profit comes from one of two places
increased revenue or decreased expenses. Successful
firms rely on sales and marketing to increase profits and
increasingly on industry experts to slash expenses.

But do you really know everywhere to look for

hidden expense charges?
What if there was a way to know for sure that you were
maximizing every dollar of your trash disposal and
energy consumption costs? What if there were a firm
that had the specialized expertise to look for ways to
lower your costs and increase your efficiencies and what
if the services of such a firm didnt cost you a dime? You
would have to take a look wouldnt you?

Maybe it seems easy enough, but our

experience tells us differently.
Successful savings in the waste disposal and energy
consumption business starts with an understanding of
how these industries really work. There are firms out
there today that might suggest that you can save money
by switching your service to them. There are firms that
act as brokers for large national services but when you
stop to think about it, is their motivation saving you
money or getting your business.

We dont get paid until we perform

Saving our clients money is our only motivation and the
primary way we get paid. Our consulting fee
arrangement is based on receiving a share of the
savings we create for our clients. With that mindset we
had to develop a host of unique ways to save our clients
money and help them recoup past overcharges. (A
surprising
percentage of our
A surprising
have been
percentage of our clients
over charged by
clients have been vendors for years)
We are one of the
over charged by
true waste and
vendors for years only
energy consulting
firms in the country.
Our consultants have years of experience in the waste
and energy business and can analyze every aspect of
your waste and energy expenses. We tailor our
recommendations to your specific needs without any
bias towards one service provider or another. Ask
yourself, with this mindset what would you have to loose
by contacting us to learn more?

Waste Stream Monitoring Has the Expertise

and the Tools
Waste Stream Monitoring has been helping firms control
and reduce their waste disposal and energy
consumption costs since 1995. We have developed
proprietary savings strategies and a nationwide service
network along with cutting edge technologies and tools.
If you would like to learn more about Waste Stream
Monitoring or receive a free, no obligation evaluation of
your waste and energy expenses, contact _____ at 913831-4800 or visit the Waste Stream Monitoring on the
web at www.WasteChek.com

Waste Stream Monitoring Services

Money is a terrible thing to waste.
Waste Stream Monitoring takes a comprehensive approach to all of your waste systems. As waste consultants we
have learned that there is no one way to approach the design of an organizations efficient waste removal and
recycling program. Thats why we combine proven cost savings measures with some of todays most innovative
technology to create a custom program that works to save your organization money, create more efficient waste
removal and even waste reduction.

Our services include:

Detailed review of all equipment and system used for waste removal
Analysis of all contract terms, pricing and liability to ensure compliance
Equipment leasing and sales
Audit of past billings to recover overcharges and credits
Waste billing consolidation one bill from one source
Comprehensive consulting on all waste streams
Real time bill auditing to insure accurate billing
Competitive price bidding on market by market basis
Analysis of technology to handle odor control, handling liability, and health compliance
Innovative monitoring systems to ensure greatest efficiency
Cutting edge technology solutions to reduce waste and labor
Education and training on new technologies and compliance
Integrate waste consulting with energy and utility consulting

Our fees are performance based. You

dont pay for our services unless you
realize a cost savings from our
recommendations. This shared fee
structure ensures that we work hard to
save you every dime we can.
Corey Coffelt
Waste Stream Consultant

Utility and Energy Monitoring Services

Money is a terrible thing to waste.
Waste Stream Monitoring can integrate energy and utility monitoring and consulting into any savings program. Often
waste, energy, and utility modifications aimed at cost reduction and efficiency are related. No other company can
offer its clients the services of an engineer with 30+ years of experience creating innovative custom energy savings.

Our services include:

Utility Rate Review
Utility Negotiation
Alternate Utility Sourcing
Energy Conservation Measures
Energy Systems Evaluation
State-of-the-Art Concepts
Thermal Storage
Absorption Chilling
Cogeneration
Distributed Generation
Renewable Energy
How we work:
Step 1: Overall energy evaluation.
We analyze your fuel and electrical consumption and compare it to our proprietary
database of standard consumption for your industry.
Step 2: Review of utility tariffs
This step allows us to locate the best rate tariff for your industry based on your power
profile. Your power profile is graphed using our custom designed software
Step 3: Systems recommendations
After determining your energy consumption and adjusting your tariff if applicable, we look
deeper into ways to make your existing systems more efficient or suggest ways to
monitor your systems to make them work for you.
Our fees are all performance based. You dont pay for our services unless you realize a
cost savings from out recommendations. This shared fee structure ensures that we work
hard to save you every dime we can.

Corey N. Coffelt
Waste Stream Consultant

Corey Cofelt went into the solid waste business as a junior sales
representative for one of the largest waste hauling companies in the
country.
By the time he left to form Waste Stream Monitoring in 1996, he was a
National Account Manager responsible for the development of some of
the most innovative recycling and landfill diversion programs in the
nation
With Coreys guidance, his clients saved in excess of $30 million dollars.
The programs he created and implemented on behalf of his former employer are still
considered by many in the industry the model for waste consulting and the basis of his
consulting practice today.

There is no question in my mind that the

years Ive spent in this industry allow me to
draw from a much greater set of tools and
tactics to help my clients save money.
Corey Cofelt

Orin L. Murray, P.E

Energy/Utilities Consultant

Orin Murray has more than 35 years of professional engineering

experience in the field of energy technology and utility cost reduction.
His expertise includes utility rate optimization and engineering
evaluations of distributed generation, energy conversion, and
conservation concepts.
He is the developer of proprietary software for analyzing energy
profiles and system sizing/performance for a wide range of energy
applications and utility profile characterization.
He is the holder of six U.S. patent claims in the field of enery technology.
He is a registered engineer and member of the American Association of Energy
Engineers and the Midwest Cogeneration Association

Few, if any, energy consultants

possess the range of experience of
Orin Murray. His knowledge of
energy systems is without equal.
Corey Cofelt

Waste Stream Case Study Grocery

Turning waste challenges into waste solutions

Client
Large Retail Grocery with multiple store locations

Challenge
Large volume of waste required the expense of two trash compactors
Extensive labor investment made recycling efforts ineffective

Solution
Worked with current vendor to restructure services and installed technology that allowed for
substantial savings

Results
Reduced solid waste removal cost by 60%
Increased recycling rebates by 1,000%

Energy Conservation Case Study Pharmaceutical Plant

Energy is a terrible thing to waste

Client
Major pharmaceutical plant/ retained by engineering firm

Challenge
Study feasibility of implementing Cogeneration system
Develop financial model to analyze savings that could result from system operation

Solution
Advised the restructured of major power usage and the creation of a system that used steam
currently generated to power and cool plant

Results
Analysis showed expected savings of $3 million/year from operating the system

Energy Conservation Case Study Manufacturing Plant

Energy is a terrible thing to waste

Client
Automotive part manufacture/City of Columbia, MO

Challenge
Perform energy study to determine areas of improvement for the Citys Energy Conservation
Program

Solution
Developed profiles of plants electrical use and discovered several large opportunities to
participate in the Citys Load Sharing Program to receive rebates and reduce rates by reducing
demand during peak load hours.
Discovered opportunity to recover vented heat and reduce hot water load.

Results
$50,000 annual savings in energy costs
Reduction in hot water load of 25% (eliminated the need for one of four boilers)

Partial List of Energy Conservation Clients

AC Humko
Jacksonville, Illinois

Mississippi Baptist Hosp.

Jackson, Mississippi

Akzo Salt, Inc.

St. Clair, Michigan

Newark International Airport

Newark, New Jersey

Armstrong World Industries

Kankakee, Illinois

Pet, Inc. (Old El Paso Foods)

Anthony, Texas

Borden Chemicals & Plastics

Illiopolis, Illinois

Pilgrim's Pride Poultry

Mt. Pleasant, Texas

Bunge Corporation
Marks, Mississippi

Plantation Foods
Waco, Texas

William Carter Co.

Barnesville, Georgia

Publix Supermarkets, Inc.

Lakeland, Florida

Domino Sugar Corporation

Baltimore, Maryland

Rahr Malting, Inc.

Shakopee, Minnesota

Eastman Kodak Co.

Rochester, New York

Saint Joseph's Medical Center

South Bend, Indiana

FMC Corp.
Carteret, New Jersey

Schering Plough (2)

Union, New Jersey

GAF Materials Corporation

Chester, South Carolina

Shell Development Co.

Houston, Texas

Heinz U.S.A.
Pittsburgh, Pennsylvania

St. Francis Regional Med. Ctr.

Wichita, Kansas

Henkel Corp.
Kankakee, Illinois

Textron Automotive
Columbia, Missouri

IPR Pharmaceuticals
Canovanas, Puerto Rico

Truman Medical Center

Kansas City, Missouri

Kraft Food Ingredients

Jacksonville, Illinois

USG Interiors
Cloquet, Minnesota

Loyola University Medical Ctr.

Maywood, Illinois

University of Texas
Arlington, Texas

Memorial City Med. Ctr.

Houston, Texas

Washington University
School of Medicine
St. Louis, Missouri

Methodist Medical Ctr.

Hattiesburg, Mississippi

Waste Stream Case Study Hospital

Turning waste challenges into waste solutions

Client
Large Municipal Hospital

Challenge
Use of 3 large trash compactors
Continuous disposal of medical waste

Solution
Worked with current vendor to restructure services and installed technology
that allowed for substantial savings
Restructured medical waste contract

Results
Reduced solid waste removal cost by 50%
Discovered and recouped vendor overcharges
Discovered and recouped medical disposal credits and reduced disposal cost

Waste Stream Monitoring - Technology Solutions

Waste Pulping System

Waste Stream Monitoring is constantly on the lookout for advancing technological solutions for waste disposal,
recycling, and energy conservation. Technology plays a big part in our ability to build custom applications that give
our clients the greatest opportunity for savings and efficiency.

Introducing: Waste Pulping System

Waste is processed using the waste pulping system by mixing it with water to create a slurry that
is 95% water and 5% waste. The slurry is transported to a Hydra-Extractor where water is
removed and a semi-dry pulp is discharged into a haul-away container. The extracted water is
recovered and retuned to the pulping tank.
Overview of benefits
Reduces waste handling labor
Moves waste material hundreds of feet across a facility to a dumpster or compactor
More sanitary (no need haul dripping bags of waste)
Reduces waste volume
Closed loop systems that saves water
Reduces the liquids that cause dumpster and compactor odors
Extends compactor life and by reducing harmful fruit and vegetable liquids
Uses off the shelf motors for quicker, less costly repairs

Some industries have experienced up

to an 80% reduction in waste volume
using this system.

For more information on this system or to arrange a demonstration, contact

Corey Coffelt at 888-777-3244

About visionpace
Visionpace is a Software Development company based in Kansas City, Missouri. Since 1992, we
have provided nationwide consulting, coaching and training services using Microsoft technologies.
Our software development approach, Perfect Vision, ensures the frequent, consistent delivery of
the highest-valued business priorities while minimizing costs and directly mapping changes in the
business climate with changes in business systems. In other words, delivering what's needed,
when it's needed.
Our blended training and delivery service, Perfect Coaching, is changing the way IT managers
and developers view training and outsourcing.

Perfect Rescue
There are many reasons why software development projects get off course: lack of
communication, inadequate resources, unrealistic expectations and poorly defined goals to name
a few.
A Perfect Rescue engagement allows clients to take a fresh, objective look at a project and tap
into our experience in pointing a development project back on course or simply optimizing the
current approach.
Perfect Rescue Get Your Project Started Right Or Right Back On Track

Perfect Coaching
Our experts are on top of the ever-changing world of software development and technology.
Perfect Coaching is an ideal way to train your staff in specific technologies and methodologies
while developing real-world, on-site applications. Our experts work side-by-side with your staff to
coach developers in delivering software that is critical to your business.
Perfect Coaching Greater ROI On Training = A Completed Project + Skills Modernization +
Process Improvements

Perfect Vision
It takes confidence and courage to manage ever-changing, complex business issues.
One of the goals of Perfect Vision, our approach to developing software applications, is to
provide your organization with increased confidence that high-priority application features
are being delivered quickly and consistently.
Your Business Vision Develops Incrementally. Shouldn't The Software That Supports
That Vision Do The Same?

Visionpace Software Development Services

Visionpace capabilities in designing, developing and implementing business systems are the key
focus of our company. Our years of experience enable us to apply our combined knowledge of
application development and integration to ensure the success of your next project.

.NET
Access
B2B and E-Commerce
BizTalk
Crystal Reports
SharePoint
SQL Server
Visual FoxPro
Web Design
Web Services
XML

Benefits of Custom Software

Differentiate your core business by tailoring a solution that gives you a competitive
advantage.
Achieve an exact fit to your business requirements, in the same time it would take to
customize an off-the-shelf package.
The cost to develop a custom solution is often less expensive than purchasing and
customizing a specialized off-the-shelf product with expensive specialist resources.
The licensing costs of specialized off-the-shelf packages can sometimes be more than the
support and maintenance costs of a custom solution.
Provide the ability for you to respond to changing business needs much faster than with
an off-the-shelf package.

Perfect Coaching - How to Maximize Software Developer Training ROI

What Is Perfect Coaching?
Perfect Coaching from Visionpace is a software development approach that blends the best of
classroom learning with practical on-site development. This approach strengthens your entire
software development staff while delivering working code. A Perfect Coaching engagement can
improve the skills of your existing staff, enhance your software development processes and
deliver the tools your staff needs to be more effective in the context of their day-to-day work.
Our software development coaches are on top of the ever-changing world of software
development. Perfect Coaching offers a unique way to train your staff in specific technologies and
methodologies while they develop real-world, on-site applications. Our coaches work alongside
your developers to deliver working software features that are critical to your business. Perfect
Coaching is Expert Training with Immediate Application.
Countless studies show that employee turnover is greatly reduced when employees feel they
have the tools to be successful and are part of developing applications that are meaningful to the
success of the organization. Other studies reveal that increasing software development and
practices knowledge can increase productivity and efficiency by 10-20 times.

Advantages of Perfect Coaching vs. traditional classroom training or outsourcing

Continually upgrading the development skills of your staff is smart business. But, when a
developer goes to school, they solve lab problems. When they learn a new skill on the job, they
solve real business problems and experience the learning in the context of your business.

Perfect Coaching provides an environment for feedback and support as new skills are put
to the test.

Perfect Coaching delivers the exact skill developers need, when they need it. Classroom
training may be put on the shelf for months before it's applied.

What Is Included In A Typical Coaching Engagement

Every Perfect Coaching engagement involves a custom component designed to address your
specific needs and challenges but most engagements include some form of: Assessment of your
development staff skills

Assessment of your development processes

Targeted fundamentals training based on the needs of your staff

Side-by-side development

Code reviews

Implementation of best practices and process

Progress on an actual project, application or feature

Let us design Your Perfect Coaching Engagement

The best way to find out if this unique approach is for you is to complete a Coaching
Review. For more information contact Visionpace at info@visionpace.com or call
816-350-7900 or 888-904-7900 and ask to speak with someone about Perfect
Coaching.

Perfect Rescue - How To Have The Perfect Software Rescue

What Is a Software Rescue?
Any software development project that isn't bringing your organization the results you had hoped
for could be considered a project in need of rescue. In our experience a project doesnt need to
be considered off track already to be a candidate for a rescue. Successful projects come about
from consistently following the right process. Some of our most successful projects have
benefited from our agile development approach (Perfect Vision) before the engagement began.
Software Rescues Come In Many Shapes and Sizes
Starting with our broad definition of a software rescue weve found that certain, often unforeseen,
situations lead to the need for some form of rescue.

Turnover of key staff members

Current developers have been unsuccessful at completing a project

Capacity of current staff is insufficient to give a project proper focus

Staff lacks the technical expertise needed for a new project

Indications That a Project Is Headed For Rough Water

There are any number of indications that a project may be in need of some form of rescue and
some are more obvious than others:

Developers are asking to freeze the scope of the project

You have not seen a release of the software for months

Release schedules routinely slip

Code defect rate is increasing, same defects routinely resurfacing in production

The more changes you make the more the code breaks (brittle code)

Developers are not returning your calls

Developer staff is experiencing turnover

No end date for the project can be identified (the project is always 80% done)

How We Get Your Project Back On Course

Our Perfect Vision approach to software development represents a powerful set of processes
and tools for successful software development. We can apply this approach to a new project or to
get a stalled project back on track. Our approach may involve:

Assessing project health and velocity

Implementing an automated testing framework

Reevaluating and reestablishing commitments from staff

Implementing an iterative approach to facilitate more frequent releases

Evaluating the current level of development talent

Assigning highly experienced developers to your project in a hands-on or Coaching

role
The best way to find out if this unique approach is for you is to complete a Rescue
Review. For more information contact Visionpace at info@visionpace.com or call
816-350-7900 or888-904-7900 and ask to speak with someone about Perfect
Rescue.

Perfect Vision - Organization vision develops incrementally. Shouldnt the software

supporting that vision do the same?
What Is Perfect Vision?
Perfect Vision is our Just-In-Time approach to software development that focuses on delivering
the highest priority software features when the business needs them. Perfect Vision provides an
organization with confidence in knowing their applications are flexible enough to adapt to market
and business changes as the software is being developed.

Principles of Perfect Vision

The principles of Perfect Vision reflect an agile approach to software development designed to
maintain quality and flexibility throughout the life of an application while lowering the cost of
Software In Process (SIP). SIP is defined as any part of application development that is not in
production and is therefore not adding value to the business. Perfect Vision activities are broadly
divided into categories of Planning and Development.
Planning

Understand the business processes and how they interact.

Create optimal requirements artifacts that enable both the technical and business domain
team members to agree on the overall goal of the project.

Identify and prioritize the highest-valued features of the application.

Conduct release meetings to plan features scheduled for delivery within one or two week
iterations.

Decide upon standards to follow throughout development.

Deliver working features enabling all stakeholders, including business domain experts and
end users, to provide continuous feedback.
Development

Ensure quality and lower long-term maintenance costs by taking a test-driven approach
to development.

Deliver frequent releases encouraging feedback early and often and perform continuous
system integration.

Measure and track project velocity by comparing actual to estimated development time to
manage the project schedule.

Track and report all project metrics including velocity, burndown and health.
Measurable data means better communication and more predictable results.
Developers are allowed to focus on the job of developing software, and with the data produced
from Perfect Vision, managers can do something they previously found elusive they can
manage.

Let us show you how to have Perfect Vision

The best way to find out if this unique approach is for you is to contact Visionpace at
info@visionpace.com or call 816-350-7900 or 888-904-7900 and ask to speak with
someone about Perfect Vision.

Perfect Coaching - Software Development Coaching Case Studies

Perfect Coaching Case Study #1
Coaching Client: A leading loan provider with more than 500 outlets nationwide was in the
process of an expansion that would double their size.
Coaching Challenge: They needed assistance getting developers up to speed with a number of
Microsoft technologies specific to their project development goals. The experience levels varied
from novice developers just beginning their careers to seasoned veterans needing help with
specific skill upgrades.
Coaching Solution: Visionpace was brought in to work with management on a strategy for
optimally allocating developers based on skill level, availability and project goals.
Coaching Result: The development team was able to meet the initial project objectives and
continues to use Visionpace to assist in delivering the features the organization needs along with
the knowledge the developers require.

Perfect Coaching Case Study #2

Coaching Client: A prominent financial service with a 100-year history of innovation had
embarked on an aggressive initiative to enter a new market.
Coaching Challenge: With development underway and a deadline approaching, the client team
encountered issues working with a new, unfamiliar Microsoft technology.
Coaching Solution: The coach was able to deliver the required knowledge in the context of the
real problems the team was facing and development got back on track and on schedule.
Coaching Result: Visionpace continues to work with the team on other development issues
including implementing best practices.

Perfect Coaching Case Study #3

Coaching Client: A leading third-party provider of servicing and technology solutions for the
commercial real estate finance industry and one of the largest commercial loan servicers in the
United States.
Coaching Challenge: Needed a Visionpace coach at the beginning of a critical project to help
integrate their key sources of customer and loan servicing data.
Coaching Solution: The coach was able to train the development team in using an
unfamiliar Microsoft technology while assisting with the delivery of the new software
features.
Coaching Result: After the application was moved to production, the team has
been able to carry forward their new skills on other projects.

Perfect Coaching FAQs

1. What Is Perfect Coaching?
Perfect Coaching is a software developer training approach that delivers an optimal blend of
fundamental and experiential learning, best practices and working code. Perfect Coaching is
designed to deliver the knowledge developers need, when they need it and when the odds of
learning are at their highest.

2. How is it different than traditional developer training?

Traditional developer training is lab-based so the context of a developers real

development environment (data, business rules and user-requested features) isn't
represented. Perfect Coaching delivers fundamentals and experiential learning using
actual data, business rules and requested features in the developers environment.
After developers return from attending lab-based training, the value of the training
received begins to depreciate as the time until use increases. Perfect Coaching delivers
the immediate use of new knowledge.
After developers return from attending lab-based training, and when new knowledge is
put to the test, there's usually not an expert available for assistance. Perfect Coaching
provides immediate access to an expert Coach providing feedback and guidance
throughout the development process.
Traditional lab-based training can't address the reality that everyone learns differently
and has different needs based on current project goals. Perfect Coaching is designed to
address individual learning styles and delivers knowledge that directly aligns with current
project goals.

3. Why is it a better approach?

Perfect Coaching enables developers to solve real business problems, not just lab-based
exercises. Perfect Coaching delivers the highest training and development ROI by enabling
developers to: learn alongside an expert, learn using their data in their environment and learn
while implementing features requested and designed by their company. Perfect Coaching allows
developers to learn what they need, when they need it.

4. How does a typical coaching engagement work?

After a discussion of organizational goals, developer needs and currently requested software
features, a Coach is assigned. The Coach then works closely with management and developers to
create and deliver an optimal approach based on developer interviews to discuss personal and
professional goals, current skills and learning preferences.

5. How do we get started designing a coaching program?

Contact Visionpace at info@visionpace.com or call 816-350-7900 or 888-904-7900 and
ask to speak to someone about Perfect Coaching.

6. What does a coaching day consist of?

Based on an engagement plan, the Coach will work closely with developers delivering
needed fundamentals and helping developers apply fundamentals in the context of
software features requested by the organization. Periodic code reviews will also be
conducted.

7. How long is a coaching engagement?

A typical coaching engagement can last one to two months or more, depending on the needs of
the developers and goals of the organization.

8. Does Perfect Coaching facilitate knowledge transfer?

Yes. Perfect Coaching provides knowledge transfer on a real-time basis as opposed to traditional
knowledge transfer approaches attempting to transfer knowledge at or near the end of a project.

9. How much classroom learning is involved?

This depends on the specific needs of the developers and the current development tasks needing
to be delivered at any given time.

10. What kind of hands-on training is involved?

Perfect Coaching delivers experiential learning through pair programming and group or individual
code review sessions.

11. Do I need to identify a real project or tasks before I can create a Perfect Coaching
engagement?
Yes. Perfect Coaching delivers the highest training and development ROI by enabling developers
to learn using their data in their environment and learn while implementing features requested
and designed by their company.

12. How much does Perfect Coaching cost?

Depending on the size of the team and project goals, a Perfect Coaching engagement typically
costs 30-50% less than traditional approaches to training, delivery and outsourcing.

13. How do I measure the effectiveness of Perfect Coaching?

As a part of a typical Perfect Coaching engagement, progress is frequently evaluated, reported
and discussed with management and with developers.

14. How does Perfect Coaching facilitate real development projects?

Perfect Coaching enables developers to deliver actual working software features requested by
their company while learning the latest fundamentals and best practices.

Microsoft Bookstore Rescue Study

Client: Microsoft - The Microsoft Bookstore - a comprehensive source for books and resources
on Microsoft technologies and solutions. The site features books from many publishers, hundreds
of authors, and other relevant resources from Microsoft.
Situation: Needed ecommerce web site to integrate with online library.
Form of Rescue: As an important deadline approached, Microsoft did not feel they were getting
what they needed from their chosen developer. Visionpace was brought in to take over the
development. After a process of transition and refactoring of the existing code, we were able to
develop the and meet Microsofts launch date
Rescue Outcome: Web site was built as specified and delivered to meet Microsofts deadline

Perfect Rescue Renzenberger

Rescue Client: Renzenberger, the leader in providing safe and reliable personnel
transportation for the railroad industry throughout the United States,
Rescue Challenge: First turned to Visionpace in 1998 to develop an application to track fuel
utilization for their large fleet of vans.
Coaching Solution:

Development of an application to support van dispatching services

Development of billing and accident tracking systems

Building integration points between new and legacy applications

Enabling communication between Renzenberger and their customers' systems to reduce

the amount of labor-intensive data processing

Designing and implementing infrastructure projects such as: Windows OS server and
workstation conversions and support, Citrix implementation and support, Internet
connectivity security and support.
Rescue Result: Visionpace continues to support Renzenberger as it adapts to changes in
business models, new technologies and fluid Renzenberger customer requirements. Providing
seasoned consultants following an agile approach has allowed Renzenberger to prioritize and
optimally align high-valued business requirements with both internal and outsourced technology
resources.

Perfect Rescue Exemplar International

Rescue Client: Exemplar International, the nations leading occupational health and safety
solutions provider
Rescue Challenge: Implement new OSHA regulations into their suite of applications when it
became apparent that their current efforts would not allow them to meet the government
mandated deadline.
Rescue Solution:

Evaluated multiple versions of the application source code, and determined the code set
that was in use in production. Assisted with implementing a source code version control
system.

Modified the suite of applications in time to allow for testing and release by the necessary
deadline.

Interfaced current applications with other systems that came with an acquisition of
another firm.

Developed a solution that would remove the need for a specific hardware device to be
used by a core application, allowing Exemplar International to utilize newer, faster and
less expensive technologies.

Assisted with training in-house resources to oversee future development and support.
Rescue Result: In addition to providing technical expertise, Visionpace has assisted with refining
in-house testing, support and development departments. These refinements along with the
software enhancements have helped Exemplar International to continue to provide its clients with
the industry leading support for which it is known. By outsourcing software development to
Visionpace, Exemplar International has been able to focus on its core business, while addressing
its ever-changing business environment.

The Schloegel Difference

If youve remodeled before, then you know.

If youve remodeled before, then you know.
Know what you might ask? A statement like
that does beg for an answer.
If youve remodeled before, then you know
that the process is as important as the project.
And that understanding is core to the
Schloegel difference.
Nearly all of our clients have either had a
remodeling experience with another
remodeler or completed a project with us. In
other words, our clients have discovered the
overwhelming benefits of using a firm that
pays attention to the little things.

So how do we do that?
We assign a project manager to each and
every project.
This one point of contact gives you a person
to go to with any questions, brainstorms, or
concerns. Our project manager is available
throughout the duration of your project to
assure that all work is accomplished on time,
as promised.
Some of our clients come to think of our
project managers as part of the family (except
they actually pick-up after themselves).

Design Remodel
Our clients love our ability to bring design to
the remodeling project. Our design staff
brings a wealth of know-how and creativity to
every project. We can design and remodel
your entire project. This capability means that
there are far fewer chances for mix-ups during
any phase of the project.

Of course, we can also work with your

architect if you choose that direction. Either
way, your project will benefit from our sense
of design style and purpose.

Weve probably been there before

Remodeling can be a bit like detective work.
No two houses are alike, and no set plan will
work for every kitchen, bath or room
addition.
Weve been in business for over 25 years, and
its a safe bet that weve discovered most of
the hidden challenges waiting behind the
walls of an older home.

If youve remodeled before then you know that the

process is as important as the project. And that
understanding is core to the Schloegel difference.
Our experience allows us to draw from a
wealth of remodeling solutions, both in the
design phase and the construction phase.

We invest in our people

Schloegel Design Remodel is a great place to
work. This fact may not seem like a benefit to
a homeowner at first glance, but weve
discovered that happy, well-trained, wellcared for employees are a much more
prepared to serve the needs of our clients.
Our design staff and project managers are all
certified by the National Association of
Remodeling Industry (NARI) and are
dedicated professionals who take their
participation in your remodeling project very
seriously.

What our clients have to say

Everyone was wonderful to work with. I would highly recommend Schloegel Design Remodel.
Thank you for turning my house into a beautiful home.
Jeanette Alexander
Fairway, Ks
We couldnt be more pleased with our beautiful new bathroom! We were truly blessed to work
with such a professional, creative, and dedicated design staff.
Leslie Reardon
Kansas City, Mo
Schloegel Design Remodel was extremely professional in every aspect of our project. They did a
great job of coordinating everything from material to subcontractor and scheduling.
Ernie and Kitty Ketcham
North Kansas City, Mo
I would highly recommend Schloegel Design Remodel to anyone! They were honest and
dependable. I felt completely secure leaving them in charge.
J. Mesinger
Leawood, Ks
Schloegel Design Remodel was wonderful to work with. They have completed two jobs for us and I
have found the lead carpenters, Brad and Ken, to be very accommodating. I have referred family
members to Schloegel Design Remodel.
Diane Clarkson
Mission Hills, Ks
we are totally delighted with the entire experience of working with Schloegel Design Remodel.
They totally met and exceeded all the expectations we had for our home. In your questionnaire
you asked if we would refer this contractor and the answer is a resounding YES, we already have
and will continue to.
B. and T. O.
Fairway, Ks
We were impressed with the professional and friendly attitude shown by you and your staff
throughout the processfrom the initial planning stage to the final walk-through. We appreciated
your commitment to ensuring that every detail was attended to, and that we were completely
satisfied.
D.B.
Kansas City, Mo

So What Is Design Remodel?

A revolutionary concept thats part of our name

Design Remodel?

No more blame game

When you hire a design remodel firm, you are

hiring one firm to take responsibility for you
entire remodeling process.

The more parties involved in your remodeling

project the more room for mishap. When
juggling the architect, contractor, supplier,
and subcontractor, something often drops.

In the past, homeowners have found an

architect to design a space and then taken the
design and attempted to find a remodeling
firm to make the design happen.
With a Schloegel design remodel project,
there is one point of contactwe furnish
design services and remodeling services. Your
wishes for your home are designed with your
specific construction details, capabilities and
realities in mind.

A one stop shopping experience.

Instead of working from architect to contractor
to subcontractor to supplier, our clients work
with one source from conceptualization to
warranty.
Communication is so strong with such an
arrangement that problems rarely occur, but
even when they do, you only need to make
one phone call to make it right.

If we design it, we know it will work

Often homeowners are disappointed by plans
that look good on paper but cant be built
where the hammer hits the nail. Our design
team works hand-in-hand with our build team
to make sure that what we design can actually
be built in your home.

With a design remodel project there is no

more blame game. One call and we fix the
problem, not the blame.

The most accurate estimate

With one design remodel contact you can rest
assured that the costs estimates will be
accurate and, perhaps more importantly,
based on your building budget. It is far more
satisfying to design with your real budget in
mind from the start than to compromise your
design to fit to a budget.

The Design Remodel Process

Design and Budget Discussion
Feasibility Assessment
Agreement to Proceed
Schematic Design
Design Development
Construction Approval
Construction/Schedule
Final Walk Through
Follow-up/Warranty

If Youve Remodeled Before, Then You Know

Top 10 things you know if youve remodeled before

1.
2.
3.

How wonderful it would be to have a single source of responsibility for the entire
project. One phone call does it all.

4.
5.
6.
7.
8.
9.

The comfort that would come from working with a fixed price rather than an estimate
that could vary substantially.

10.

That the experience of the contractor is critical to the success of your project.
That it would be nice to have a schedule for the project telling you what to expect
and when.

The value of having someone who can introduce the latest trends in decorating to help
you through an organized system of product selection.
That an award winning company with Design/Remodel in their name can really help
you make your project stand out.
How words like warranty and follow-up are more than just lip service. Service after the
project is as important as service during the project.
That for some, quality is just an overused word. Quality can and should be measured.
That established companies are established for good reason; their past clients say good
things about them.
That price is just one important piece in the entire process.

At Schloegel Design Remodel we sum it all up with this statement.

If youve remodeled before then you knowthe process is as important
as the project.

Why Hire A NARI Contractor

National Association of the Remodeling Industry

As the voice of the remodeling industry, NARI
has an inclusive, encompassing purpose: to
establish and maintain a firm commitment to
developing and sustaining programs that
expand and unite the remodeling industry; to
ensure the industry's growth and security; to
encourage ethical conduct, sound business
practices and professionalism in the
remodeling industry; and to present NARI as
the recognized authority in the remodeling
industry.
Members of NARI are full service contractors,
design-build firms, manufacturers, suppliers,
distributors, subcontractors, lenders and other
related professionals who work in the
remodeling field. NARI is committed to
educating both trade professionals and
remodeling-ready homeowners. NARI does
this by reaching out to a diverse audience in a
variety of formats including education,
training, publications and programs.

Certified Remodeler Designation

For the last decade, NARI's Certification
Program has been providing the remodeling
industry with a formalized standard of
expertise, knowledge, and ethical conduct
among professional remodelers. The NARI
Certification Program offers a measure of skill
and expertise valued not only by other
remodelers, but by consumers. Prized by
those who have achieved the designation,

certification programs identify remodelers

who have undergone a detailed review and
testing in areas of business management,
ethical conduct, and technical skills.
To many professional remodelers, NARI
Certification offers one of their most valuable
marketing tools - assurance that the consumer
is choosing a professional with years of
experience, dedication to ongoing training,
and a commitment to ethical conduct. NARI
now has five distinct designations, "Certified
Remodeler" (CR), "Certified Remodeler
Specialist" (CRS), "Certified Remodeler
Associate" (CRA), Certified Kitchen and Bath
Remodeler (CKBR) and "Certified Lead
Carpenter" (CLC). With the remodeling
industry now surpassing new home
construction, being a member of NARI is
more important than ever.

Schloegel Staff is NARI Certified

Jake Schloegel, CR, President and Founder

Debby Allmon, CR, Design Manager
Donna Kirsopp, CKBR, Design Manager
Brad Scott, CLC, Project Manager
Chris Peterson, CLC, Project Manager
Henry Ramirez is a CR, CLC Carpenter
Ward Shane, CLC, Carpenter
Tim Brandt, CLC, Carpenter

Qualifying Your Remodeling Contractor

5 Things to consider when choosing a remodeling contractor
It is not unusual for you to receive estimates on
your remodeling project that vary in price
substantially. Often we are asked, "How can this
be? We thought all of the contractors we
interviewed are of the same caliber and ability!" At
such a juncture, it is prudent to clarify whether all
of the contracting firms are equal.
Below are some guidelines our past customers
have found useful in making this determination.
Qualified contractors should not hesitate to provide
the answers to these questions. The answers do not
call for the contractor to divulge proprietary
information. All requests for information should
be time phased. In other words, now is the time to
see which contractor works well under timelines.

Experience
Ask for three references of three projects that are
very similar to yours. Contact these references and
ask the following:
Was the work done off a fixed price contract or a
cost-plus/time and material contract?
How did the final price compare to the original
estimate?
Did the scope of the project change much once
the job started?
Could the project have been better planned up
front to minimize changes along the way?
Was the quality and service what you expected?
Are the referenced projects in a similar neighbor
hood to yours? With similar levels of finishing?

Scheduling
Was the job scheduled from the start to the
finish? If yes, how close were they to the finish
scheduled date?
Did any problems arise during the job and if so,
how was it handled?

Contractor qualifications
How long has the contractor been in business? (Is
this important to you?)
Do you see any benefit to a contractor having
some sort of history of projects and/or servicing
projects during the warranty period?
Is the contractor a member of any trade
organizations or the National Association of the
Remodeling Industry?

How well will the contractor handle

your money during the project?
Most contractors ask for some money up front.
Quality contractors have good working
relationships with suppliers and can purchase
material on an open account with 30 days to pay.
Supplier relationships should match length of time
in business to a certain extent. The following
questions should help you check out your
contractor's credit worthiness?
Where does the contractor bank, who is the
contractor's bank officer, how long has the
contractor banked there?
Who are three suppliers the contractor buys
from?
How long have they been buying and do they
buy on open account?
Also, ask for a sample lien release.

Written Contract
What does the contract look like? Is it all
inclusive? Does it list what is included as well as
what is not included? How are disputes resolved?
What is the payment schedule?
One single item will not make or break a
contractor; however, by getting answers to all of
the above questions, you should see a pattern
develop. Are you comfortable with the pattern?

What to Expect at our First Meeting!

At our first meeting we will have the
opportunity to get to know one another.
We want to listen to your needs, wants and
expectations and we want you to feel
comfortable in asking us questions as well!
It's a good idea to have all the decisionmakers present at the first meeting. Typically,
everyone has some sort of input or
information to add about the project. The
following are some of the items we would like
to discuss with you at our first meeting:
What do you like or dislike about your
present home? What is the project you are
considering? Why are you considering this
project now? What do you hope to gain from
the project? Present and future needs?
Lifestyles?
Is your style contemporary, traditional, or
somewhere in between? It's a good idea to
have pictures from magazines or elsewhere to
help convey the look or details you are after.

How do you see yourself going through the

process of selecting a remodeling contractor?
How do you see yourself going through the
design process?
What is your budget. (We'll need to have a
frank and honest discussion of how much you
want to invest in your home; only you can tell
us that. We can only estimate how much you
project will cost.) How will you finance the
project - refinance or cash? Present value of
home? Equity?
What is important to you in a remodeling
company? Design? Experience? Single
source of responsibility? Financial stability?
Craftsmanship? Processes like scheduling and
budgeting? Or something else?
How long do you plan to stay in your
home?
We look forward to our meeting and learning
more about you and your project. Thousands
of satisfied clients before you have been
happy they went the Schloegel Design
Remodel Way.

The Design/Remodel Process at Schloegel Design Remodel

Initial Meeting

At the first meeting, the client and contractor discuss project preliminary scope,
client needs, client wants, client concerns, compatibility between Schloegel
Design Remodel and client, and budget.

Budget Range/
Project Direction

If possible, contractor prepares a budget range based upon the preliminary scope
of work discussed at the initial meeting.

Design/Remodel
Agreement

Contractor and homeowner enter into a design agreement to develop

preliminary plans.

Preliminary Plan
Presentation

Preliminary plans, which may include two options, consist of floor plans,
interior and exterior elevations as necessary.

Plan Decision and

Scope of Work

A specific plan is selected. Any necessary modifications are made to the plan.
A detailed scope of work is defined.

Proposal Presentation

A detailed proposal is prepared based upon the specific preliminary plan. This
proposal may still include allowances for items yet to be selected.

Final Design/
Decisions/
Construction Plans

With the completion of the decision and selection process, sub-contractors can
then be invited to walk through the project site so that we can obtain accurate
and final bids from the different trades involved in the project.

Final Pricing/
Subcontractor
Walk-Through
Construction
Agreement

The decisions and selections for the project are completed; (e.g., cabinetry,
plumbing fixtures, electrical fixtures, countertops, etc.). Final construction plans
are prepared.

After all bids and material pricing are received, a final construction document
will be prepared.

Permit

The contractor will submit final plans to the city in order to obtain a building
permit.

Pre-Construction
Meeting

Each project begins with this meeting. The salesperson, lead carpenter,
production manager and homeowners are present.

Project Begins..
Schedule Presented to
Homeowners..

Kitchen Remodeling
This crowded, inefficient galley kitchen has been magically
transformed into a beautiful and efficient new kitchen. An
elevated ceiling, cabinets with varying heights and design, and
more practical use of available space and abracadabra! the
kitchen bears no resemblance to its original appearance.

Bathroom Remodeling
This newly remodeled master bathroom reflects the homeowner's European style.
Console sinks surrounded with built-in cabinetry connected by classical arched
valances, create a classy, European styled vanity wall. This area not only
epitomizes style and taste, it also houses all of the modern functionality required
in today's bath--ample storage, hidden electrical outlets, and clothes hamper.
Large, multiple arched windows with obscure glass provide substantial natural
light while maintaining privacy at the pedestal tub. Decorative arches become
repetitive design elements at the tub and vanity areas.

Room Addition
The only way to compare the original rear elevation of this
Overland Park home with the beautiful new elevation featuring a
two-story addition is by the location of the exterior door at the far
right, which leads to the patio. The new addition provides this
growing family with a larger and more integrated kitchen, breakfast
room and family room area. Along with the first floor work, a new
master bedroom and remodeled master bathroom were completed
on the second floor. Additional master closet space spans the width
of the garage. With emphasis on homeowners' lifestyle and desires
for their new living space, overall design and design details are
the most significant and consistent qualities found throughout a Schloegel
Design Remodel project, whether you are inside the new space or
outside in the backyard.

Exterior Porch
The challenge: create a breezy new sun porch between the two
wings at the back of this house, and not make it look "tacked on".
We accepted that challenge and were triumphant. This airy new
sun porch melds into the space between the master bedroom and
sun room. The curved fieldstone stairs and patio create a lovely
transition from the new porch to the patio that is surrounded by
plantings and a bubbling water garden.

Whole House Renovation

First floor room addition of approximately 23 s 22 with an open second floor
and vaulted ceiling which, at the peak, soars to twenty-three feet high. A
curved stairway connects the first and second floors, with a balcony/loft area at
the top to overlook the new room. The large stone fireplace is the focal point
with the windows and doors surrounding the room providing abundant natural
light.
The lower level of this addition became a pub room containing a billiard
table, fireplace and wet bar. The curved staircase flows from the first floor into
the new Pub Room. In the existing section of the basement, an exquisite wine
cellar was created accented by etched glass, stained trim, elegant wine
racking and tile flooring.
No detail on this project was left to chance. The stone for the fireplace was
hand selected in North Carolina and installed in a dry-lay method. A
hydronic floor heating system is installed under the tile floors in the new
addition allowing the rooms to heat from the bottom up. The ceiling is
finished in a beautiful stained bead-board allowing this extremely tall ceiling to
have a warm and inviting feeling. The railing on the staircase is a combination
of wood and wrought iron, natural stone is used on the flooring and on the
fireplace, the walls have a soft faux texture all contributing to the warm and
elegant feeling in this room.

Basement Renovation
How can you create an area that will help people forget they are in a basement?
Warm colors, lighting, and faux finishes completed the Mediterranean feel
of this new space. A sheetrock ceiling finished to match the main part of
the house and the use of columns, arched openings, and arched recessed
areas serve to bring this living area "out of the basement.
As you descend the existing curved staircase leading from the home's
foyer, your first view of this beautiful new space is the cozy sitting area
into which flows natural light from the windows surrounding that nook. A
look to the right reveals a beautiful curved, expansive bar

The SpectraGraphics Difference

Over a quarter century of experience making labels. If you can dream itits likely weve already
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Real people with real answers. Especially in this day and age, we figure that when you call on the
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What Others Are Saying About SpectraGraphics

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advantages to us compared to our current supplier less than 20 minutes away.
I was skeptical to say the least. After being in your facilities, it became apparent to me that you had the
expertise in 4-color work that we were looking for. You had the equipment to handle our work and
you had a dedicated group of employees that I felt confidant could handle the demands of working
with us from afar. After our first trial order with you, I was even more impressed with your service and
quality. It has been over 2 years since our first order with you and I can honestly say that it is a
pleasure doing business with your company. We have experienced consistent, high quality work. Your
service has always been outstanding. We have not encountered any obstacles due to the distance from
our companies and you have exceeded our expectations time and time again. I look forward to
continuing this relationship for many years to come.
Bob Moore
President
Bob's Red Mill Natural Foods
Milwaukee, OR

I wanted to write and let you know that once again SpectraGraphics exceeded our expectations in
fulfilling a last minute request. We miscounted one of the labels you manufacture for us putting a
large retailer's order in jeopardy. Your quick response at the end of a workday put the labels in our
hands in enough time to ship the order without a delay!
Thanks for the extra effort!
Packaging Manager
Swift & Company

Case Study

MadeSmart - Special Adhesive/Creative Design

MadeSmart House Wares is a St. Paul, MN, manufacturer of plastic products
for the home. One popular product is a double deck turntable designed for
kitchen cabinets. The product was packaged by taping the upper and lower
shelves together with a printed plastic tape and placing a printed label on the
top shelf.
Customers did not like the packaging because it was difficult to separate the
upper and lower shelves. The clear plastic tape was printed randomly with the product description, but
getting the tape off of the shelves was difficult since it was almost impossible to find the end of the
tape (Im sure this has happened to you with a roll of tape). Customers were cutting the two shelves
apart and then scraping off the tape. Not a consumer-friendly package!
SpectraGraphics Label Systems was asked to help find a solution.
We tested several adhesives to find one that removed cleanly from the plastic. Then we designed a
long label incorporating all the pertinent information about the turntable including a process color
picture of the assembled product. This approach eliminated the label and associated costs of labeling
the top of the turntable. The ultra removable adhesive made separating the shelves easy for consumers.
Problem Solved!

Case Study
National Beef Thermal Labels
National Beef Packing is a nationally recognized packer having two plants in
Kansas. Case identification and inventory control are accomplished, in part, by
on-demand printed thermal transfer labels. Millions of labels and the associated
ribbons are used every year. Is it possible to save significant money with a
blank label? And without cutting quality or convenience?
It took some creative thinking, but SpectraGraphics Label Systems found a way.
Sometimes questioning why the standard is the standard can help. Industry standard for roll diameter
of thermal transfer labels is 8 inches. This equates to 500 feet of label material per roll. Interestingly,
the metric system is the basis for the equipment and ribbons used to print these labels. The standard
ribbon length is 360 meters or 1181 feet.
Heres what happened in practice with that arrangement;
After the second roll of labels ran out in the printer, the butt roll of ribbon (181 feet) was thrown away
and the new roll of labels and a new ribbon were installed. This meant that over 18% of the ribbon
was being wasted. The ribbon costs almost as much per lineal foot as the labels.
Solution: Increase the roll length of the labels slightly to match the ribbon length. Two rolls of labels
now use all the ribbon. Additionally, this made it easy to pack the labels and ribbons in kits with
equal amounts of labels and ribbons. Inventory and ordering simplified! Overall cost savings at 8.4%.

Case Study
ANF Specialties SpectraFold Labels
ANF Specialties is a producer of super premium pet foods. Its target
customers are breeders and veterinarians world wide. ANF has over twodozen distributors in foreign countries in addition to distribution in the
United States.
ANF uses a special packaging process similar to vacuum bags of coffee
with each oxygen free bag containing 1.5Kg of pet food. There are over
eight varieties with a booklet label being the primary product identification in addition to providing
feeding instructions in fifteen languages.
The problem was that traditional booklet labels were not performing satisfactorily. The lumpy surface
of the vacuum packed bag often caused the edges of the booklets to get torn or ripped off completely
during shipping and handling. Totally sealing the booklet on the label was tried, but customers
complained about the difficulty of opening the booklet. Retailers complained that once the booklet
label was opened, the booklets could not be resealed.
SpectraGraphics developed a unique SpectraFold Label construction to solve the problem. The base
label is covered with a silicone release film so that the label can be opened and resealed an almost
unlimited number of times. A clipped corner on the label gives the booklet an easy open feature and is
designed not to catch on anything that could tear or open the label accidentally.
Problem solved by creative thinking . . . from SpectraGraphics Label Systems

Frequently Asked Questions

Q. How long will it take to get a quote on my labels?
A. Normally we provide a quote within a few hours.
Q. Do I need to provide professional artwork for you to print my labels?
A. Professional artwork is preferred and sometimes is a necessity, however our skilled artists will work
from whatever you provide sample labels, other printed packaging, even drawings on napkins, etc. It
speeds your order considerably if you can provide electronic files of any kind, even if its just a good
quality logo. Freehand and Photoshop are our preferred programs, but we will work with whatever
you provide.
Q. What is the best way to provide you with artwork?
A. Emailing electronic files is the fastest. Large files (over 4MB) should be sent via disk or uploaded to
our FTP site. We will provide you with the IP address, username and password.
Q. What do you mean by label unwind? Why is it important?
A. There are four widely used label unwinds (1,2,3,and 4) and another four not so widely used
(5,6,7,and 8). Click here to see an unwind chart. If you are applying your labels by hand, it may not
make much difference to you. But if you have an automatic labeler, chances are it will be very
important.
Q. What is the difference between lamination and UV coating?
A. Both are used to add scuff resistance and shine to labels. UV coating is a liquid plastic applied to
the surface of the label and cured under ultra violet (UV) light. Most playing cards are coated with a
UV coating for protection and durability. Lamination is a layer of actual plastic film that is glued to the
surface of the label sort of like many restaurant menus, but not as thick. Lamination adds water
resistance in addition to shine and durability. It costs slightly more than UV coating, but offers far
superior protection for the label surface.
Q. Will you send me a proof before you print my order?
A. Absolutely. It is our standard procedure to have approved proofs before we print your first order or
any revision. Proofs may be delivered electronically or by hard copy - your choice. Click here to see
what our online proof looks like.

FAQs (cont.)
Q. I hear a lot about cutting dies. What are they and why do they cost so much?
A. Cutting dies are steel tools that cut the shape of the label. Label printers generally use what is called
rotary tooling. The label shape is engraved into a steel cylinder that rolls along on the surface of the
label stock. This precision tool only cuts through the label face sheet and not the release liner. The
scrap is stripped away leaving the labels on the liner. This precision cutting requires that the tool be
made to a tolerance of +/-.0005. Click here to see a picture of a die.
Q. I have hundreds of different labels. Many of them look quite similar. How will you keep them all
straight and be sure to run the right one?
A. As a SpectraGraphics customer, your labels are assigned a unique serial number and added to our
computer database of labels. This serial number appears on all order acknowledgements, proofs,
negatives, internal job tickets and printing plates. Revised labels receive a new serial number. The
numbering system helps eliminate label mix-ups, running obsolete labels, and insures all the color
plates for a label copy are correct. Many of our customers use our numbering system for their labels
rather than developing their own.
Q. What is the difference between spot colors and process colors?
A. Spot colors are a solid shade of a specific ink color usually identified numerically by the industry
standard Pantone Matching System (PMS). This is similar to buying a specific paint color at the paint
store. Process color is a printing technology that uses four ink colors - cyan, magenta, yellow, and
black. These four colors are printed using tiny dots of varying sizes. Depending on the size and color
mix of the dots, the printing can give the appearance of almost any color including photographic
images. However, most spot colors can be produced this way.
Q. Can you do rush runs?
A. Sometimes. Seriously, every label printer has a story or two about the impossible delivery schedule
that was met. But no one can guarantee miracles every time, but we do more than most. If we have the
cutting die, the printing plates, and the material, we can often work miracles. BUT we wont promise
what we cant deliver just to get the order.
Q. What is your average turn-around?
A. As fast as possible! But the truth is, it just depends. Repeat orders generally take from 7 to 10 days to
ship. But if you re in a jam, well do whatever we can to ship labels to keep your production lines
running. SpectraGraphics is fortunate to be located in the Kansas City Area home to a warehouse for
almost every major label paper manufacturer. So getting material for your order is generally not a
problem. And were almost next door to UPS, FedEx, and Airborne to make it easier to get that rush
shipment out today.
Q. What sort of guarantee do you have?
A. Your labels are guaranteed for a full year from the date of shipment. You must be 100% delighted
with the quality of your labels or they may be returned for credit or replacement.

SpectraGraphics Proof System

Our proof system ensures your orders accuracy

Our proof system provides you with a label number, die number, size, colors used, and unwind
position.

Label Unwind Positions

A simple numbering system for the most
commonly used label unwinds.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

The Teague Difference

A Company with Integrity
Its not often that you hear an electrical
construction services company talk about
their employees and community. Usually you
hear talk about dollars, number of contracts,
and revenues. But employees and community
are exactly the things that are most important
to us, here at Teague Electric.

metropolitan Kansas City area, our focus has

always been on giving each of our employees
and clients the best possible experience in
electrical design and construction. And that
has been the foundation of our success, year
after year.

We like to consider ourselves that

rarest of breeds: a premier electrical
services company, built on respect
and dedication to our employees, and
committed to servicing our customers
and community with integrity,
quality, and reliability. We figure that
somehow, the numbers will take care
of themselves.
While Teague Electric is one of the
largest commercial, residential, and
industrial electrical contractors in the

Teague Electric Wired right on time since 1978.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

The Teague Electric Story

Teague Electric was founded in 1978 to provide the best possible quality
residential electrical construction.
Throughout the 1970s and 1980s,
the founder, Harold Teague, grew the
company by developing a reputation
for quality workmanship at a
competitive price.
During this period, the company
gained expertise in commercial
construction projects, as well as
residential streetlight installation.
In 1996, Harold Teague sold his
interest in the company to four long
time employees: David Saunders, Arlin
Saville, Paul Saunders, and Pat Shelley.

Owners: Paul Saunders, Arlin Saville, David Saunders, Pat Shelley

Today, Teague Electric is the largest

residential electrical contractor in the
Kansas City area.
In addition, Teague has grown
to become a major force in the
commercial, industrial, and
institutional construction arenas.
From 1978 until today, we still take
our success one project at a time.

Teague has offices located in Lenexa, KS and Grandview, MO

Teague Electric Wired right on time since 1978.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Supporting Our Community

A company with a heart and a helping hand.
Community involvement is important to the
principals of Teague Electric, as it has been
for almost 30 years. Our employees are
active in a variety of industry and community
organizations, including:
The Home Builders Association
Associated Builders and Contractors
Kansas City Building Incentive Group
National Association of Women in
Construction

Ronald McDonald House, State Line

Electric League

True to our mission statement, we also play

an active role in aiding community events
and organizations. In recent years, we
have been involved in such programs as:

Construction Safety Group of

Kansas City
Lenexa Chamber of Commerce
Grandview Chamber of Commerce

Habitat for Humanity

Olathe Chamber of Commerce

Ronald McDonald House

Breast Cancer Awareness
ALS
The City Union Mission

Ronald McDonald House, Cherry Street

Teague Electric Wired right on time since 1978.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Teague Electric Capabilities

Teague Electric is unique in the industry for its ability to provide end-to-end
electrical solutions for both homes and businesses.
This means that our clients have one point
of contact for all of the electrical aspects of a
project, making Teague Electric projects run
smoother, faster, and more accurately onbudget than those of any other firm.
Whether you are looking for a security system,
whole house audio, network wiring, or just
basic electrical installation, Teague Electric will
get your job done on time, the first time.

Our services include:

Commercial Construction - Design-Build Specialists with in-house engineering
capabilities.
Residential Construction - Counted on by more homebuilders than another
other area electrical contractor.
Development Solutions - Street lighting, traffic signals, and subdivision wiring
Signature Service - Commercial and residential service.
Technology Solutions - Computer network installation and service from
one source.
Low Voltage - Security systems, whole house audio, central vacuum. You make
the home we make it more livable.

Teague Electric Wired right on time since 1978.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Commercial Construction Services

Teague Electric has developed a reputation as one of the premier
commercial electrical construction service providers in the area, and
we take pride in our unique service offerings.
Teague Electric is one of the few
electrical firms that can provide
every step of the electrical process inhousefrom engineering, to design,
to implementation, and repair. This
gives you a one-stop shop for all of
your commercial electrical installation
without having to work with a variety
of firms and subcontractors.
Because Teague Electric does everything right here in our own
business, without subcontracting, you can expect smoother design
and construction, with fewer delays. And you know exactly where
to turn when a question arises.
Fewer contacts, fewer problems. Thats what makes Teague Electric
the premier electrical services firm for commercial construction.

We serve:

Office buildings
Warehouses
Retail centers
Industrial Applications
Churches

Services include:

Engineering an electrical solution

Installing an electrical solution
Wiring a new building
Performing major renovations
Upgrading outdated equipment

Teague Electric Wired right on time since 1978.

Paul Saunders - Principal

Commercial Construction
Department Head

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Development Services from Teague Electric

Developers and municipalities depend on Teague to create the electrical
framework for residential subdivisions and commercial developments.
Services Include

Design and Consulting

Thorough analysis of needs
Installation of Traffic Signals
Installation of Street Lighting
Residential Subdivision Lighting
Sports Stadium Lighting
Control Centers
Communication Centers
Stand Poles

Teagues electricians have experience with street

lighting, traffic signal systems, outside line and
utility installation.
Teagues expertise in directional boring allows
us to work in new and existing developments.

Partial List of
Development Projects
South Center Street - Gardner, KS
Community America Stadium Kansas City, KS
Olathe Girls Softball Association South Comar Park
Heritage Park Football Fields
Barry Plaza

Residential Subdivisions

Arlin Saville - Principal

Development Solutions
Department Head

Falcon Ridge
Tuscany Reserve
Deer Creek
Lionsgate
Cedar Creek
Tiffany Greens

Teague Electric Wired right on time since 1978.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Lifestyle Home Services from Teague Electric

Add a whole new dimension to comfort living with Teague Electrics
luxury home services.
The simple addition of low voltage systems
not only increase the value of your home, they
make your home more enjoyable to live in.
Teague Electric can work with you every step
of the way to ensure that you get the right
system, with the right installation. We are a
one-stop electrical services firm, and we stay
with you from design to installation, and
everything in-between. Our low voltage
engineers and technicians are unique in the
field for their vast expertise.

We have a fully
equipped showroom
in our Lenexa office

These electrical upgrades are quickly becoming

standard features in todays homes. Teague Electric is the areas
largest residential electrical contractor. Let us show you how to
make your home even more enjoyable with the latest lifestyle
enhancements from Teague
Security systems

Intercom systems

24-hour monitoring

Structured wiring

Home theater

Computer networking

Whole house audio

Central vacuums

Teague Electric Wired right on time since 1978.

Ken Neal
Low Voltage Solutions
Department Head

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Commercial/Residential Electrical Service

We want your house to be wired right
on time, the first time. Thats why
Teague Electric is committed to our
projects from beginning to ending.
After your house is built, our
esidential Service department will
be as committed to you, the new
homeowner, as we are for the builder.
Commercial Service Work is another
area we provide for your business
needs. From routine service calls
to new tenant space and office
ring, Teagues Commercial Service
department is the company for you.

Our services include:

Electrical upgrades and repairs
Additional circuits
New lighting and lighting alterations

Rick McCauley, (left)

Residential Service Department Head
Dusty Brown, (right)
Commercial Service Department Head

Wiring from simple room additions to

major renovations
Outdoor lighting and security lighting
Parking lot lighting maintenance
Safe-At-Home annual check-up program

Teague Electric Wired right on time since 1978.

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Teague Technology Solutions

When you are establishing a new
business office, you want it done right.
Thats why Teague Electric is one of
the only electrical contractors who can
do it all right, the first time.
TTS Consultants average 16 years
of real-world industry experience,
while the Director of Technology
Solutions has over 20 years of
experience.
Teague Electric installs, upgrades,
and maintains your most precious
business assets: your computers, networks,
and software. Our clients take advantage of our
engineering expertise and technology to create
reliable network backbones for their businesses.
Teague Electrics technology solutions
technicians regularly install and maintain a
wide range of network architectures, including
Local Area Networks (LANs) and Wide Area
Networks (WANs). They also have vast
experience in the implementation of voice, data,
and communication applications, making sure
you get the right patch panels, routers, and
network interfaces the first time.
Though our primary expertise is Microsoft
Windows, our staff also has extensive
knowledge in many areas and platforms.

Andy Robrahn
Technology Solutions Department Head

Our services include:

Installing and maintaining computer
systems
Installing and maintaining software
Cabling for data, voice, and network
systems
Installing and maintaining LANs and WANs
Installing network interfaces, patch panels,
and routers

Operating Systems and Networking

Windows NT/2000/XP
Windows 95/98/ME
Windows CE
Network Security
On Q Technology

Teague Electric Wired right on time since 1978.

MS-DOS
Palm OS
TCP/IP
Netbios

Te a g u e

E l e c t r i c

C o n s t r u c t i o n ,

I n c .

11325 Strang Line Rd. | Lenexa, KS 66215 | 913-529-4600 | 913-529-4611 fax | info@TeagueElectric.com | www.TeagueElectric.com

Residential Construction Services

Teague is known in the home building and
home buying community as the choice for
residential electrical construction.
Teague has a reputation for high-quality work
that is done on schedule. The experience level of
Teagues electricians allows them to tackle even
the most challenging jobs in todays state of the
art homes.
Teagues electricians have experience in the latest
in fine home construction features including:

Network computing
Structured wiring
Whole house audio
Closed circuit TV
Security systems

Teague electricians are trouble shooters who

find and fix problems before they become
major system failures.

Partial List of Residential Subdivisions

Falcon Ridge
Tuscany Reserve
Deer Creek
Lionsgate
Cedar Creek
Tiffany Greens

Teague Electric Wired right on time since 1978.

David Saunders Principal Residential

Construction
Department Head

The Fairbrook Difference

In commercial real estate, having access to the right kind of capital can be
critical to the success of your investment. With so many capital sources
offering a multitude of financing products, it can be difficult to navigate
through all the various programs. When it comes to real estate financing,
one size doesnt fit all in todays world.
The Fairbrook Company knows the challenges faced by entrepreneurial
real estate investors. With our experience as both lenders and mortgage bankers, we guide our
clients through todays complicated financing process. Our size allows us to concentrate on our
clients with personalized responsive service. But our breadth of experience with a wide range of
financing products allows us to look beyond the standard answers and structure unique capital
solutions.
Thats the Fairbrook Difference. At The Fairbrook Company, we have established relationships
with a wider variety of capital sources than any other ,mortgage banker in our market. Our
experience across the industry allows us to provide our clients with the best capital solution for their
investment needs.
The principals of The Fairbrook Company are advisors to our clients. Our years of experience
working with capital providers nationwide, and the leadership positions we maintain in local and
national investment organizations give us the up-to-date knowledge and personal relationships that
get deals done.

Capital Sources
The Fairbrook Company has numerous sources of capital for commercial and multifamily real
estate. These include life insurance companies, securitized lenders (conduits), agency lenders,
banks, bridge and specialty lenders, mezzanine lenders, and equity investors. Our relationship
with these capital providers gives us access to a wide array of debt and equity products
Long Term Portfolio Lenders

American Express Financial Services

Protective Life Insurance Company
StanCorp Mortgage Investors
MidFirst Savings Bank
American National Insurance Company
Principal Capital Real Estate Investors
New York Life Investment Management
Columbian Mutual
Safeco Insurance
Mutual of New York
D.L. Babson/Mass Mutual
AmerUs Capital

Bridge/Mezzanine/Structured Finance

Legg Mason Real Estate Investors

Merrill Lynch Capital
Principal Commercial Acceptance
Cohen Financial
Fremont Investment & Loan
Newman Financial
Greenwich Capital Markets
GE Capital Real Estate
Agency Lending/Multifamily

CW Capital Corporation
(Fannie Mae & FHA)

Securitized Lenders

Principal Capital
Column Financial
QuadCapital Advisors
PNC Real Estate Finance
Key Commercial Mortgage
J.P. Morgan Mortgage Capital
Wachovia Securities
Wells Fargo Commercial Mortgage
Skymar Capital Corporation
Bear Stearns
Greenwich Capital Markets
Prudential Mortgage Capital

Credit Tenant Lease (CTL)

Capital Lease Funding

QuadCapital Advisors
Equity Capital

Hanover Capital
Cohen Financial
Principal Capital
Lehman Brothers
Wachovia Securities
Newman Financial

Capital Case Study

Retail Acquisition and Renovation
Financing Challenge

A retail investment group had under contract a 54,700 sf shopping center. The property, built in
1986, was in located a strong suburban retail area. However, the anchor tenant, a national grocery
chain, had built and moved into a store across the street, leaving the centers occupancy at just over
40%.
Financing Solution

The investment groups plan was to acquire the property, negotiate a lease termination fee with the
grocery store, and then re-lease the vacant space with a minor renovation for the whole property.
Bridge financing enabled them to implement this plan without having to come out of pocket for
debt service. The loan was structured to provide 85% of the total cost including purchase price and
re-leasing expenses, with a holdback to cover the costs of planned renovations.
The termination fee paid by the grocery store was applied to the principal balance. This enabled
the property to maintain a breakeven debt ratio without the grocery store rent. Additional loan
proceeds equal to the lease termination fee were made available to the borrower for costs
associated with re-leasing the vacant space. These funds were drawn monthly, as costs were
incurred.
Over the next 18 months, the new owners sub-divided and found tenants for the vacant space. The
property was then refinanced on a long-term basis with maximum proceeds.

Capital Case Study

Multi-family Acquisition and Renovation

Financing Challenge

An entrepreneurial investor had under contract a 210-unit garden apartment complex. Although
relatively new (less than 10 years old), the previous owner was under-capitalized and had no money
for capital improvements. As the complex deteriorated, vacancies rose and rental rates fell behind
competing properties. The owner defaulted on the original financing, forcing the property into
receivership. The buyers plan was to renovate the property, bring vacancies down and rental rates
up to market levels, and then sell the property.
Financing Solution

The new owner was not looking for permanent financing, but simply the flexibility and resources
to bring the property back to its potential market value in a relatively short period of time. Bridge
financing helped accomplish this objective.
The contract price was $7,600,000 for the complex and the budget for capital improvements was an
additional $900,000. The loan was structured to provide 90% of the total, including renovation
costs. Financing was for a 24-month term, non-recourse, floating over 30-day LIBOR on an
interest-only basis with a LIBOR floor.
The capital improvement budget was advanced over the first nine months of the loan, enabling the
new owner to complete renovations on vacant apartments immediately as well as exterior painting
and landscaping. Rents were increased for renovated units and, over the second year, existing
rentals were upgraded as they turned. (Back to top)
As occupancy and income levels stabilized, the property was put back on the market, this time at a
price of over $9,500,000.

Capital Case Study

Office Building Acquisition and Renovation
Financing Challenge

A local investor is under contract to purchase an office park consisting of seven buildings with a
total of 188,734 square feet. The property was attractive and well-located and the office market was
strong. However, the previous owner was an unsophisticated investor who would not provide
money for tenant improvements. As a result, the property was only 68% leased (market occupancy
levels averaged 93%) and rental rates for existing tenants were well below (an average of $2.50/sf)
competitive property rates.
Financing Solution

The new owner wanted to improve the propertys pro forma in order to maximize proceeds from
permanent financing. Bridge financing not only helped him make the initial purchase, but also
enabled him to budget for tenant improvements and leasing commissions needed to bring the
property to market occupancy at market rents.
The bridge financing funded $7,100,000 against the total cost of $8,500,000. The total cost
included a $1,000,000 holdback for tenant improvements and leasing commissions. The financing
was for a 24-month term (with 12-month extension option), non-recourse, floating over 30-day
LIBOR on an interest-only basis and with a LIBOR floor.
Within 14 months of loan closing, the new owner had increased rental revenue from the property
by over 30%, and had generated an annual NOI of over $1,000,000.

A Simple Loan Checklist

The following represents a list of the most commonly requested documents and information
required for many loan types and proposals. As former lenders we can tell you from experience
that loan proposals that are presented with all requested information tend to get processed more
quickly and with a greater certainty of the outcome.
Our goal is to help you prepare the most complete loan request package possible - the first time.
Are you missing any of the following?

1. Current rent roll listing all tenants, rental rate, leased area or apartment unit type, lease
start and end dates.
2. Annual income and expense statements from the previous three years.
3. Name of borrower, type of business organization, list of all partners, and business
resume of key principals.
4. Current personal financial statements of key principals.
5. Copy of purchase contract (if applicable).
6. Copy of any major tenant leases.
7. Copy of site plan or existing as-built survey.
8. Copy of an existing appraisal or environmental report, if available.

Firm Principals
Thomas J. Conwell, CFA, CRI
Prior to co-founding The Fairbrook Company in 2000, Tom Conwell built a
broad and substantial base of experience in the commercial mortgage industry.
He started his career in 1979 with Tower Mortgage Corporation, which was
subsequently acquired by FBS Mortgage Corporation. He was a loan officer in
the companys Kansas City office until 1986, when he became Vice President
and Manager of the FBS Mortgage office in Tampa, Florida. After returning to
Kansas City with FBS in 1988, he and two partners co-founded Triad
Mortgage & Realty Funding Corporation in 1990.
Tom moved to the lending side in 1992 as Managing Director and Chief Production Officer with
Principal Commercial Advisors, a subsidiary of the Principal Financial Group, which funded
bridge loans, acquired sub-performing whole loans, and invested in commercial mortgage-backed
securities. In 1998, he joined National Realty Funding as a Regional Mortgage Officer, where he
co-managed the bridge loan department and was directly responsible for the origination, closing,
and servicing of a $250 million portfolio. When NRF was acquired by Key Bank, he was
responsible for conduit loan origination in 13 southern states and supervised a team of five loan
officers.
Tom holds a B.A in Economics from Benedictine College, and an M.A. in Economics from The
University of New Orleans. He also holds the Chartered Financial Analyst designation from the
Association for Investment Management and Research (AIMR). He is a Founding Member of the
Chartered Realty Investor Society and serves on its Board of Governors. Tom is a member of the
Mortgage Bankers Association of America, and the Kansas City CCIM Chapter. He is a licensed
real estate broker in Missouri and Kansas.

Firm Principals
Susan M. Smith, MAI, CCIM
Over the course of her 20+ year career, Susan M. Smith has combined her
educational experiences and industry savvy to deliver well-grounded financial
solutions to a diverse blend of real estate clientele. Susan began her career with
The Principal Financial Group, originating long term fixed rate mortgages in
various cities for the 10th largest U.S. life insurance company. Within four
years, Susan had increased her responsibilities to include loan origination for
the entire West Coast, including supervising seven loan originators. In 1985,
Susan made the decision to move to Kansas City to work for Kroh Brothers
Development Company, a Kansas City based real estate developer of primarily
office and retail properties. Susan coordinated placement of long term financing for Kroh Brothers.
In 1989 Susan joined Eureka Federal Savings to originate real estate loans locally for this fast
growing savings and loan.
The commercial real estate finance industry was changing rapidly in the early 1990s and in 1993
Susan became Managing Director and Chief Underwriting Officer with Principal Commercial
Advisors, a subsidiary of the Principal Financial Group. This firm acquired sub-performing whole
loans, invested in below investment grade Commercial Mortgage Backed Securities and originated
short-term bridge loans for properties in transition. In 1998, Susan left Principal to create a bridge
loan department at National Realty Funding, a newly formed Kansas City commercial real estate
loan conduit. Susan co-managed the department including origination, closing and servicing of a
portfolio of $140 million that first year.
Susan graduated from the University of Missouri Columbia with a B.S.B.A. in Finance and
Banking in 1981 and holds an M.B.A. from the University of Missouri Kansas City in Finance.
Susan has experience as an independent fee appraiser and holds the MAI (Member, Appraisal
Institute) designation. In addition, Susan is a CCIM (Certified Commercial Investment Member,
National Association of Realtors). Susan is a member of the Mortgage Bankers Association of
America, the national and Kansas City CCIM chapters and KCCREW, Kansas City Commercial
Real Estate Women. In addition, Susan is a City Councilwoman in her home city of Fairway,
Kansas.

The Fairbrook Process

When you first talk with The Fairbrook Company about your capital needs,
youre going to notice some differences. Were not order takers with one
product to sell. We dont represent a particular type of lender and try to
make your investment fit their parameters. We listen to your objectives as
well as your constraints. We advise you on the range of solutions to your
capital needs.
Through organization, Fairbrook creates an environment for successful
completion of your deal. We will guide you through each part of the process and ensure quick
responses for your evaluation. Additionally, our structured approach and emphasis on
comprehensive data will minimize the chances of the unpleasant surprise at a critical time.
Fairbrook divides the process into three distinct steps designed to minimize hassle, avoid
duplication, but still provide the lender with a complete and comprehensive picture of your
investment
Preliminary package and quotes
Commitment issuance and acceptance
Closing and funding
1. The first step is to quickly produce a package of critical information to solicit proposals from the
appropriate capital sources. The initial package will provide a concise overview of the
investment, your objectives, and our recommendations on a structure to the lender. At this
stage, the basic information about the property, the market, and the borrower will be collected.
Well never ask you for more information than necessary, but we also wont limit your options
by neglecting to ask for important data about your investment.
2. The second step begins when the proposals arrive and we have presented you with your options.
Once youve evaluated the choices, and youve selected the capital source that best fits your
needs, its time to secure a commitment. Since each capital provider has its own unique process
for evaluating the deal and issuing its commitment, we create an updated checklist of
information to supplement the data previously provided, and which responds to the lenders
requirements. These steps help to ensure a smooth and timely approval process.
3. Once youre approved, we move to the closing checklist and take on the role of closing
coordinator between you and the lender. Working with attorneys, appraisers, and inspectors, we
monitor everything for timely and accurate completion prior to deadlines. Because we work with
many clients who have limited staff, we help to collect all required documentation, reports, and
other materials needed for a smooth closing.
4. When that box of Kansas City strip steaks shows up at your door, youll know that the job is
finished and your financing is put to bed.

Small Multi-Family Loan Program

The Fairbrook Company has developed an expertise in helping owners of small multi-family
properties obtain flexible financing for loan amounts starting at $300,000.
Flexible terms for FIXED rate financing.

1,3,5,7,10 and 15 years

Up to 80% financing available. *
Fully amortizing 30 year terms.
No third party report fees (most cases.)
Up to 90 day rate lock protection
Available for

purchases**
refinancing with or w/o cash-out***
of apartment properties having 5 or more residential units where the property is in overall
satisfactory condition without excessive deferred maintenance.
Contact Michael Hough at 913-403-8008 for more information or to discuss your property.
Michael Hough
mhough@fairbrookcompany.com

Asphalt Paving
No matter what size your parking lot,
private road, or driveway, we are equipped
to pave it with high quality asphalt.

What Do I Need to Consider When

Paving?

We help all of our clients to minimize the

lifetime costs of their pavement with
proper installation. This includes repair
or repavement, if damage exists.

When we work on your paving project, we

take time up front to get to know you and
your specific needs and budget.

The Asphalt Paving Process

When we work on your lot or drive, we
follow a standardized, four-point paving
process that is customized to your traffic
usage and terrain:

We excavate the area, for proper

drainage.
We grade the surface correctly.
We lay down an aggregate base
coarse (ABC) layer, and then
compact it.
We mix a custom asphalt blend,
and lay it over the finished
surface.

Before beginning any paving, we analyze

your permits, site drainage, existing
utility locations, intended use, and even
your lot striping. We assess the best
means of dirt removal or importation.
We also consider the traffic patterns of
your parking lot or driveway. High traffic
volume causes excessive friction on
asphalt. In such a case, higher grade of
asphalt and sealcoat may save money over
time.
Once we have a clear understanding of
your requirements, we will help you to
select the right asphalt and sealcoat.

Asphalt Repair
If your asphalt is damaged, worn, or aged,
it needs to be repaired immediately.
Damaged asphalt creates a safety hazard
for your employees and clients.
There are two basic approaches for
managing damaged asphalt: repair, and
replacement.

What Is Asphalt Patching?

Asphalt patching is the easiest and least
expensive way to repair your damaged
driveway or parking lot.
With asphalt patching, we clean the
existing pavement, apply a tack coat, then
lay down a new layer of hot-mixed
asphalt. We then compact the new
asphalt with a roller, or other machinery,
making it smooth and safe.
Once the asphalt patch is in place,
sealcoating will enhance its safety and
attractiveness.

When Can I Use Asphalt Patching?

You may use asphalt patching if the
underlying base of your lot is structurally
sound. Asphalt patching works best on
minor deterioration or surface
depressions.
If the base is damaged, then you will need
to consider asphalt replacement.

When Do I Need to Replace My

Asphalt?
Asphalt needs to be replaced if it has
outlived its safety life. If your asphalt has
sustained major damage to its base, or is
severely deteriorated, it may create a
safety hazard for your clients and
employees.
Extreme use, lack of maintenance, or
structural damage may all be reasons for
replacement. It may also be more costly in
the long run to repair severely damaged
asphalt than to replace it.

Asphalt Replacement Methods

Asphalt can be replaced through one of
three general methods:

Overlay
Pulverizing
Removal and replacement

We will work with you to determine the

safest, most cost-effective method for
replacing your asphalt.

Sealcoating
Protect your asphalt from fading and
restore the vital oils it needs with a fresh
layer of sealcoat.

What Is Sealcoating?

Sealcoat is made of refined coal tar, clay,

water, and emulsifiers. Rubberized latex
and sand additives can enhance the
performance of the sealcoat and reduce
skid.

Sealcoating is a coal tar pavement sealer.

It protects the asphalt in your parking lot
or driveway.

All of our commercial grade sealcoats meet

or exceed the federal specifications for
quality.

When we apply it to your asphalt lot, it

extends the life of your investment,
especially in high traffic areas.

Premier sealcoat includes latex

polymers and sand, and is perfect for
areas of high traffic.

The Benefits of Sealcoating

Conventional sealcoat is a coal tar

based system. No weathering agents are
included. Several varieties of this
category are available.

Sealcoating creates a physical shield

against water, oil, gas, salt, oxidation, and
weather. Without the penetration of these
damaging agents, your asphalt lasts
longer.
Sealcoating also reduces your overall
maintenance and repairs, due to wear and
tear.
Not only that, sealcoating looks great to
your customers and employees, too. The
matte black finish of sealcoat is more
attractive than plain asphalt, especially in
parking lots, residential neighborhoods, or
commercial business areas.

Grades of Sealcoat

How Often Should I Sealcoat?

It is best to sealcoat a new parking lot
within six months of laying down the
asphalt. After that, it needs to be
sealcoated every 2 to 4 years.
Many of our clients now sealcoat their lots
every other year. This protects their
investment, and makes the lot look more
attractive to their customers.

Crack Filling and Sealing

The development of some cracks over time
is inevitable in your asphalt lot or
driveway. Without filling and sealing
these cracks, you risk incurring long-term,
permanent damage and scarring.

How Cracks Form

Most cracks are caused by lack of
maintenance, extreme use, pavement
fatigue, shifting of the sub base, or simple
age.
Once a crack forms, water can penetrate
through the surface of the asphalt,
causing major structural damage to the
base. Water penetration and high traffic
fatigue are the biggest threats to cracks in
your asphalt surface.

Preventing Cracks
Cracks can develop over time. Cracks can
range from minor surface scars, to major
block cracks, longitudinal cracks, and
transverse cracks.
The best way to prevent cracks is to lay
and sealcoat the asphalt properly. After
the initial paving, asphalt must be
maintained properly. This includes
sealcoating every two to four years.

The Crack Filling Process

Once you have located a crack, it needs to
be filled and sealed as soon as possible.
The proper filling and sealing of cracks is
critical to the extended life of your asphalt
surface.
The right technique depends on the
location and depth of your crack.
Excellent crack filling and sealing
techniques include:

flush fill
band-aid
overbanding
capping
recessed band-aid
reservoir

We spend time studying your crack to

ensure that we apply the proper method of
filling and sealing, to give your asphalt
the longest life possible.

Basic Maintenance Tips

Dont let small blemishes in your
pavement blossom into major problems.
Reduce the lifetime costs of maintaining
your driveway or lot by doing a few simple
maintenance steps on a regular basis.

can be prevented if the problem is

addressed immediately.
By filling and sealing the crack as soon as
it appears, you will be saving yourself
from doing a major repair in 1 to 2 years.

Regular maintenance will also keep your

asphalt looking fresh and attractive. Old,
unkempt asphalt looks ragged, and can be
unsafe for your employees and clients.

Sealcoat every 2 to 4 years.

Sealcoat within 6 months of initial

paving.

Sunlight, wind, and rain oxidize the

surface of your asphalt, making it dry and
brittle. Cars and trucks wear away the
surface through friction, dulling the line
striping and the overall shine.

Sealcoating preserves your asphalt, and

gives it an attractive, black matte finish.
It protects it from the harsh effects of
wind, sun, and rain. It also helps it to
keep its oil, making it less dry and brittle.
The best time to sealcoat your asphalt is
within six months of the initial paving.
We have many types of sealcoats available
for you, in a wide range of prices. All of
our sealcoats meet the minimum federal
requirements.

Fill and seal cracks as soon as

they appear.
Cracks dont get better with age. The
sooner you repair them, the less expensive
it will be.
Unfilled cracks can lead to severe water
penetration and erosion of your base.
These problems are extremely costly, but

By applying a fresh layer of sealcoat every

2 to 4 years, you will ensure that your
asphalt surface looks good to your
customers. Moreover, it will be safer to
drive on, reducing your liability.
Some of our clients now opt to sealcoat
every other year, saving them more money
in the long run.

Repair water damage immediately.

Water is the #1 enemy of asphalt. It
damages your lot in a number of ways: by
penetrating the surface, creating potholes,
and damaging the base layer.
The sooner you repair water damage, the
less it will cost you. Fix any potholes,
cracks, or base damage while it is still
small.

Solutions to Common Asphalt Problems

With regular maintenance, these common
asphalt problems are easy to fix. Dont
wait until small problems become major
structural damage. The sooner you fix
them, the better.

Fading Color
Over time, the color of your asphalt will
turn a light grey color, and your stripes
will fade. This is caused by natural oil
loss from the sun, wind, and rain.
Sealcoating your pavement regularly can
help prevent the loss of its oils.

Rough Surface
If your asphalt looks rough or shows lost
aggregate (rocks), then it may be raveling.
Raveling is a material defect in the
asphalt that is worsened by the constant
friction of traffic or sprinklers.
Sealcoating helps your asphalt to hold
onto its aggregates and oils. By
sealcoating your lot every 2 to 4 years, you
can help maintain its supple, smooth
appearance.

Oil Spots
Oil spots are simply an accumulation of
motor oil from vehicle traffic. They must
be heated and scraped clean, usually to a
depth of at least one inch, to prevent
further damage.

Bird Baths
Bird baths are small depressions that
develop in the surface of asphalt where
water collects in puddles. They are a sign
of an imperfect installation, and are easy
to fix using a simple skin patch.

Small Cracks
Any crack that allows water to flow
through the asphalt and penetrate the
base is a major threat to the safety of your
pavement. The longer that water is
allowed to seep through the pavement, the
bigger the repair will be.
Small cracks can easily be filled and
sealed. However, they may be an
indicator of a larger problem that needs to
be addressed.

Major Cracks
Larger, wider cracks, such as block cracks
and transverse cracks, are annoying to
drivers. These cracks are a sign of asphalt
fatigue, or shrinkage in the sub base.
They can easily be filled and sealed.

The Cornerstone Difference

No Surprises. Some may view this statement as a marketing slogan, but to us its a
mindsetor perhaps a promise.

We feel that there is no one way to

approach your accounting and tax needs
other than to tap into our depth of
knowledge acquired from experience, a
passion for solving tax code puzzles, and a
creative drive to help you achieve your
business and financial goals. (Yes,
accountants can be creative too!)
If its your birthday, surprises are okay,
but when its your business, your future,
or your estate at stake, theyre not so
great.

No surprises thats the

Cornerstone Difference.
So how do we make sure your accounting
and tax requirements dont produce
surprises?

Fixed Price Agreement

We dont run the clock every time you
have a question. Phone calls and
consultations to consider some aspect of
your business or finances are free. We
think that one of the keys to successful
planning is your ability to receive timely
communication to help you make
decisions. With a set monthly fee, you will
never worry about picking up the phone to
ask a question.

A Systematic Approach
Routine, regular, strategy meetings are

crucial to helping you gauge your

financial progress. We create financial
roadmaps, which include key success
tools, to help you, monitor and track your
progress. With this approach your
financial reports become management
tools rather than paperweights.

Tax Planning
Many individuals and business owners fall
victim to tax reaction each year, when
tax planning is the clear alternative. We
believe that tax planning; tax planning
based on your identified needs, is one of
our primary chores. Our tax planning
approach not only eliminates the need for
tax reaction (and surprises), it allows our
clients to get (and keep) the most from the
money they earn.

Connect The Dots

The line where a business ends and where
a life starts has become increasingly thin.
Our services present a seamless
connection between family, personal, and
business needs. The principals of
Cornerstone CPA Group have aggressively
acquired an increasing array of tools to
serve our clients. Our ability to implement
and execute your financial plan with your
overall picture in mind, is an incredible
strategic advantage. Few accounting firms
are actually able to help you implement
and execute the financial plan they
suggest.

What Our Current Clients Say

You seem to have perfected the art of the complete concept. We have never had an
accountant that was so thorough and capable of managing all areas of our business.
Kristy Fisher
Family Dental Care
Cornerstone CPA Group can handle every accounting need as well as needs that
other accounting groups have not even dreamed of. Cornerstone CPA Group is a
one stop CPA firm. Accounting, investments, insurance and forecasting.
John Dennis
You give the attention to detail that a small business needs!. Cornerstone helps you obtain
your personal and business objectives and has the experience to assist in many different
fields.
Joe Effertz
Overland Park, Ks
You have taught me how to use the tax system in every aspect Simple IRA, Roth
IRA, and using tax strategies to save my company money.
Jeff Hoge
Jeff Hoge Concrete
Cornerstone has a very comfortable climate to work with you and they speak in everyday
language that is easy to understand. They speak direct and with confidence. They have a great
personality and they are interested in me as a person.
James McCoy
Lees Summit, Mo

Accounting Case Study

Temporary Staffing Agency - When Growth Is A Problem
Challenge:
This start up business suffered from an unlikely foesuccess. Often when a business grows
too fast they can suffer from unexpected forces. This companys unexpected foe was profits
with a lack of cash.
Without a set of quality financial reports that included a detailed analysis of their growth
and the resulting cash flow, this successful firm was unable to acquire the necessary lending
resources needed to fund the growth.
This firm came to us originally seeking financial accounting services, but we possessed the
business experience and resources to provide business consulting and financing alternatives
as well.

Solution:
After setting up systematic financial controls and helping this firm produce useful financial
reports the firm was able to secure a line of credit sufficient to fuel its substantial growth.
The reports continue to be a vital management tool that the owners refer to on a regular
basis. The report allows the owners to anticipate cash crunches months ahead of time.

Result:
Can effective accounting practices play a role in a firms growth? Thats part of Cornerstones
total solution accounting approach.

Estate Planning Qualified Personal Residence Trust

An individual wanted to explore ideas that would leave more money to her children and less
to the IRS at her death. However, she didnt want to gift herself into poverty just to do this.

Individual Estate Owner

Challenge:
How to transfer the assets of an estate without penalizing your current life style or that of
your heirs.

Solution:
Drawing on a little known and perhaps little understood rule, we recommended that she
create a Qualified Personal Residence Trust. This solution was a good example of how our
breadth of experience can benefit our clients.

Result:
The real estate asset was successfully transferred to her heirs without negative tax
ramifications incurred by any of the parties with little to no impact on her current life style.

Small Business Financial Reporting As A Management

Tool
Small construction business
A small construction business owner discovered that while he was great at the technical
work of the business, the back office and financial reporting aspects of the business were
holding him back.

Challenge:
Without proper and timely accounting and reporting in place this small contractor battled
reporting to various federal and state agencies and never had a picture of where the firm was
headed.

Solution:
We established a monthly accounting program that allowed the business to understand its
margins and profit. In addition, we set-up complete payroll, accounts payables, and
receivables systems that allowed the business to run and grow smoothly.

Result:
The firm was able to establish banking relationships required for growth and determined
that buying their current building made financial sense. The business is able to make
decisions based on a financial management system that produces timely, current and
accurate information.
In effect, we became acting CFO for this successful firm.

Tax What A Difference Experience Can Make When The

IRS Comes Calling
Small Cleaning Business
Small new home cleaning business found itself facing a $35,000 delinquent tax bill because
they followed what they thought was the sound advice of their former tax advisor. When they
came to us they were in search of a solution to save their business.

Challenge:
Faced with a staggering tax bill this small business needed a way to present its case to the
IRS in a way that would allow them to substantially reduce the amount of taxes owed.

Solution:
After pouring over every aspect of their business it became apparent that we could
successfully challenge the IRS findings and present a case that would demonstrate that this
small business was in substantial compliance with the Internal Revenue.

Result:
After we took the time to learn about the inner workings of their business we were able to
apply our business experience and tax expertise to reduce their actual taxes owed to $13,000
for a savings of $22,000. The savings equated to $85,000 of sales.

David L. Imhoff, CPA, PFS

Principal
Specialty: Taxation, Financial Planning, Investment Advisor
30 years in Public Accounting

Since 1985, David has provided

professional services as an independent
Certified Public Accountant and financial
advisor, to closely held businesses and
their owners, to not-for-profit entities, to
business executives and to owners of
properties, investment portfolios, and
other incomeproducing assets. He
presently serves clients in the following
industries: personal services, health care,
not-for-profit, manufacturing, distribution,
retail, wholesale and construction.
Davids background includes over 28
years experience, as a tax specialist and
financial advisor with the Big Four
accounting firms in the Kansas City
metropolitan area including Arthur Young
& Company, Deloitte, Haskins & Sells.
David is a shareholder of Cornerstone
CPA Group, PA, and a principal of
Cornerstone Wealth Advisors, LLC, in
Overland Park, KS.
David served 2 years as the manager in
charge of the tax department for the
Kansas City office of Deloitte, Haskins
and Sells, following 9 years of

progressively responsible service in the

audit and tax departments at the Kansas
City office of Arthur Young & Company,
where he had attained the level of tax
manager. David obtained a Master of
Science in Accountancy from the
University of Missouri Columbia
following undergraduate studies in
Agricultural Economics at the University
of Missouri Columbia.
David is a member of the American
Institute of Certified Public Accountants,
Kansas Society of Certified Public
Accountants and the Missouri Society of
Certified Public Accountants. David is an
accredited Personal Financial Specialist
(PFS) awarded by the AICPA. David is
also a registered investment advisor in the
State of Kansas and Missouri. David is a
charter member of the Leawood Rotary
Club.
David and his wife, Nancy, have two
grown children, Bryan and Christine.
Besides spending time with his family,
David enjoys travel, reading, the outdoors,
and working at his family farm. David
and Nancy belong to the Cure of Ars
Catholic Church.

Keith E. Heil, CPA, PFS

Principal
Specialty: Taxation, Financial Planning, Investment Advisor
15 years in Public Accounting

Keith joined the Cornerstone team in

November 2001 after previous experience
in the tax and financial planning
departments of two Big Four accounting
firms including KPMG and Ernst and
Young. Keith managed KPMGs tax
practice in Wichita, Kansas and was
practice leader for Ernst and Youngs
Personal Financial Counseling practice in
Kansas City. Keith is a shareholder of
Cornerstone CPA Group, PA, and a
principal of Cornerstone Wealth Advisors,
LLC, in Overland Park, KS.
Keith grew up in Carrollton, Missouri
where he was active in his familys
farming operation for eight years. He
graduated from Central Missouri State
University with a degree in Business
Administration and Accounting in 1989.
Keith and his family moved to the Kansas
City area in 1996 where he continued his
career as a tax manager for KPMG.
Since 1989, Keith has provided
professional services as a certified public
accountant and financial

advisor to closely held businesses and

their owners and families, business
executives and real estate professionals.
Keith currently serves clients in the
following industries: personal services,
health care, professionals, executives,
construction, real estate development and
agriculture.
Keith is a member of the American
Institute of Certified Public Accountants
(AICPA) and the Missouri Society of
Certified Public Accountants. Keith is an
accredited Personal Financial Specialist
(PFS) awarded by the AICPA. Keith is
also a registered investment advisor in the
states of Kansas and Missouri. Keith
serves on the Faculty Advisory Board for
the Accounting Department at Central
Missouri State University.
Keith and his wife, Kelly, have three
children, Tyler, Joshua, and Ryan.
Besides spending time with his family,
Keith enjoys reading, the outdoors,
coaching and traveling. The family
belongs to Advent Lutheran Church.

Cornerstones Accounting Professionals

Lisa Mangrich
Senior Accounting Consultant
Lisa was born and raised in Raymond,
Iowa. She attended Hawkeye Institute of
Technology in Waterloo, Iowa where she
earned an Associate degree in Accounting.
After graduating, Lisa moved to the
Kansas City area where she accepted a
position with David L. Imhoff, CPA, P.A.
as office manager. In 1990 she joined
School Services and Leasing, Inc. and
related companies Midwest Bus Sales, Inc.
and the Kansas City Sports Enterprises,
Inc. (a.k.a. The Kansas City Attack) where
she worked as a general ledger
accountant. In addition to daily
responsibilities of accounts payable,
receivables, payroll, and financial
statement preparation, she was also

responsible for season ticket sales and

merchandise sales for the Kansas City
Attack.
After serving 13 years in the private
sector, Lisa joined the Cornerstone CPA
Group team in July 2001. In addition to
corporate and individual tax return
preparation, she prepares financial
statements utilizing her knowledge of
Peachtree Accounting software. She is
also responsible for payroll, and general
ledger review for approximately 30
companies.
Lisa enjoys spending time with her family,
friends and her dog, Zoie. She also enjoys
traveling, gardening, and the outdoors.

Crystal Nelson
Senior Accounting Consultant
Crystal Nelson was born and raised in
Kansas City, Missouri. She attended
college at the University of Missouri
Kansas City and graduated with a
Bachelor of Science degree of Accounting.
While in college, Crystal worked part time
for Novak & Associates, a CPA firm in
Blue Springs, MO. After graduation, she
decided to work in the private sector and
joined Cerner Corporation as a
Management Staff Accountant. Crystal
worked for four years before joining School
Services and Leasing, Inc. as a General
Ledger Accountant. Three years later, she
was promoted to Assistant Controller.
After working seven years at School
Services, Crystal joined Cline Wood

Agency, Inc. as the Assistant Controller of

Financial Operations.
After serving fourteen years in the private
sector of accounting, Crystal joined the
Cornerstone CPA Group team in August
2001. She has approximately 30 clients
that she prepares financial statements for
on a monthly basis utilizing her
knowledge of Peachtree accounting
software. She also is responsible for
preparing payroll, quarterly payroll tax
returns, and annual financial statements
as well as individual and corporate tax
returns. Crystal enjoys travel, gardening
and spending time with her family and
friends.

Jill H. Eggleston, CPA

Tax and Accounting Manager
Specialty: Taxation and Accounting
10 Years in Public Accounting
Jills career in accounting spans 20 years.
She has worked in both private industry
and public accounting. She has provided a
variety of professional services for clients
in many different industries.
Jill was born and raised in Bulter,
Missouri. She attended the University of
Missouri-Columbia before moving to
Kansas City to be employed by Jack
Henry Clothing Company. After some
time in retail sales, Jill moved through the
ranks of the accounting department where
she became the assistant controller.
While working at Jack Henry, Jill
attended the University of MissouriKansas City. Upon graduation with a
Bachelor of Science degree in Business
Administration, she went to work for
Mayer Hoffman McCann, a public certified

accounting firm. Jill spent 6 years in

public accounting serving both the
accounting and tax division of the firm.
Jill went on to work for the Greater
Kansas City Chapter of the American Red
Cross as Director of Accounting. Jill left
the not-for-profit organization to join the
Cornerstone CPA Group team in February
2000.
Jill and her husband, Jim, have two
children Reid age 9 and Claire age 6.
Jill enjoys spending time with family and
friends, volunteering at her childrens
elementary school, cooking, and home
decorating. Jill and her family are
members of the United Methodist Church
of the Resurrection. Jill is a member of
PEO and has served in several capacities
for her chapter. Jill is also involved in her
sons Cub Scout pack as membership
chair.

Dorena Lindsay
Administrative Assistant
Dorena joined Cornerstone CPA Group,
PA in June of 2002 with 29 years
experience in an office environment in
different capacities.
Dorena was born in Detroit, Michigan and
later moved to Bolivar, Missouri where
she attended elementary school. She and
her family moved to Springfield, Missouri,
where she completed her education. She
attended Southwest Missouri State
University majoring in Psychology and
thus began a 21-year career with the 30th

Judicial Circuit. She spent 8 years in the

Associate/Probate Division as Court clerk
and 13 years as Chief Deputy Juvenile
Officer for the circuit.
In 1995 Dorena moved to Shawnee,
Kansas and accepted a position with the
City of Shawnee as Municipal Court
Administrator. There she acted as a
liaison to provide continuity of services
between City administration, the public
and other related agencies. After working
for the City of Shawnee for three years,
Dorena accepted a position with the law

firm Morrison and Hecker in Overland

Park as a Legal Secretary. Dorena later
joined Peripheral Vision InfoSystems as
Executive Assistant to the CEO for three
years. In 2002, she joined the Cornerstone
CPA Group team.

Dorena has two sons, Todd and Matthew,

and three grandchildren, Lauren, age 5;
Colton, age 3; and Payten, age 1 month.
Dorena enjoys spending time with family,
cooking, traveling and reading.

List of Services
Individual Clients:
Preparation of Federal, State and Local Income Tax Returns
Preparation of Federal, State and Local Trust Tax Returns
Income Tax Planning to Minimize Tax Liabilities
Income Tax Research and Analysis
Analysis of New Tax Laws
Consultation regarding Estimated Tax Payments
Representation before Taxing Authorities (IRS Exams, MoDOR, KS DOR, etc.)
Stock Option Planning for Maximizing Wealth
Estate and Gift Tax Planning to Optimize Distributions to Designated Beneficiaries
Divorce Consultation and related Tax Planning

Business Clients:
Preparation of federal, state and local income tax returns for
Corporations
S Corporations
Partnerships
Limited Liability Companies
Self-Employed Schedule C Filers
Not-For-Profit Entities
Income Tax Planning to Minimize Tax Liabilities
Income Tax Research and Analysis
Analysis of New Tax Laws
Consultation regarding Children and Spouses as Employees
Representation before Taxing Authorities (Income, Payroll, Sales and Use, Property, etc.)
Consultation regarding Entity Selection
Preparation of Personal Property Tax Returns
Consultation and Training regarding Accounting Software
Monthly, Quarterly or Annual Accounting and Compilation of Financial Statements
General Accounting Services
Assistance with Budgeting and Cash Flow Analysis
Qualified Retirement Plan and Employee Benefit Consultation
General Business Consulting Entrepreneurial Management Focus
Payroll Services
Preparation of other Annual Business Returns (Forms 1099 Misc, etc.)
Set-up and Maintenance of Fixed Assets and related Depreciation Schedules
Succession Planning for the Family and their Closely Held Business
Assistance with Capital Financing

Douglas L. Nelson, CPA

Senior Manager
Specialty: Taxation
12 years in Public Accounting
Doug joined Cornerstone CPA Group, PA
in December of 2003 after 11+ years in the
tax department at Ernst & Young, LLP.
Doug was a quality coach in the exempt
organizations practice of Ernst & Youngs
National Tax Compliance practice. Doug
was also a leader in the Kansas City tax
practice for being a mentor and coach for
all tax compliance mangers and staff.
Doug was born and raised in Kansas City,
Missouri. He received his Bachelor of
Science degree in Business Administration
from Missouri Western State College in
St. Joseph, Missouri. He then received his
Master of Accounting degree from
University of Missouri-Kansas City in
1992.

Since 1992, Doug has provided

professional services to business
executives and professionals, health care
entities, tax-exempt organizations and
closely held businesses and their owners.
Doug is a member of the American
Institute of Certified Public Accountants
(AICPA) and the Missouri Society of
Certified Public Accountants.
Doug and his wife, Kris, have two
children, Spencer and Bethany. Besides
spending time with his family, Doug
enjoys sports, coaching, instrumental and
choral music. The family belongs to the
McMurry United Methodist Church in
Claycomo, Missouri.

This is a tale of passion

I fell in love with window cleaning at an early age, but it is my mother who I credit with
the success of my window cleaning business.
Faced with raising 5 children on her own, mom determined that each of us would learn
the necessary skills to survive in the world. I learned to cook, clean, and even sew by the
time I went to elementary school. One of my favorite lessons involved sewing. Each of
the children picked a material and pattern, learned to sew it together and then, to assure
we took the lesson seriously, each of us was required to wear the new outfit to school for
one entire day.
Cooking around the Noon household was a rather simple and orderly affair. If stew came
out of moms large Army pot on Sunday then you knew what you were eating the rest of
the week. For breakfast she would cook oatmeal, always oatmeal. Now she did possess a
bit of marketing knack for each day she would use a food coloring to present us with a
different color of oatmeal.
Growing up I didnt mind the chores so much but I was never able to master the art of
dishwashing, so I did a great deal of chore trading. What I learned was that I loved to
clean windows and that my brothers and sister did not. So, I always washed the windows
in our home and people said we had the brightest shiniest windows in all of town.
Now what they didnt always know was that mom had developed a special concoction of
window and glass cleaner. Her secret formula, as I now call it, is what helped me launch
Noonshine Window Cleaning Service just over 10 years ago.
While weve grown to be quite a force in the glass cleaning business, that secret formula,
the one that keeps our customers singing our praises, has never changed. In fact, we got
so many requests for our window cleaner that we decided to bottle it up and make it
available to the entire world. And thats what you are holding in your hand right now.
Noonshine Window and Glass Cleaning Formula is an environmentally friendly glass
cleaning wonder that leaves windows, shower doors, mirrors, chandeliers, and other
surfaces shiny. While other glass cleaners leave a film on your glass ours never will.
So now you know why I say, your pane is my passion.
Bill Noon