Jay Trumbower, Mba, Cpa Email & Phone Number

Maple Grove, Mn, Us

As the Chief Executive Officer at Barton, Walter & Krier, P.C. (BWK) we are passionate about creating value for all our clients. BWK is a full-service CPA firm providing premier accounting, tax, and consulting services to a wide variety of middle market and small businesses primarily throughout the Twin Cities metro and upper Midwest. Drawing from diverse and varied experience with large “Big Four” organizations as well as boutique accounting firms, our team of CPAs and tax professionals delivers innovative, value-added solutions for our clients through personalized attention, diligence, and breadth of knowledge.Our Unique and Proven Process:We work collaboratively in teams of two, assigning a primary consultant and a senior partner to each account to ensure our clients receive year-round personal attention and help make sound, more informed decisions. We take pride in the accuracy, timeliness, and thoroughness of our final reports to deliver the highest standards of excellence every step of the way.Solid financials are critical to the long-term growth and profitability of any business. We take a holistic approach to managing your account, looking at the “bigger picture” to identify opportunities and challenges relevant to your success and tailor our services accordingly.CPA & Consulting Services:• Audit and Assurance• Tax Services• Accounting Services• Transaction Advisory Services• Quality of Earnings, Due Diligence • ERISAIndustries: • Manufacturing• Real Estate / Land Developers• Construction• Professional Services• Distribution• ERISAContact:jtrumbower@bwkaccounting.com763-367-7300

Frankfort, Il, Us

Private Directors Association Board Member, currently serving as Program Chair for Minnesota.

Minneapolis-St Paul, Mn, Us

Financial Executives International - Board Member, currently Secretary and VP of Strategic Alliances, Past Twin Cities Chapter President (2011-2013)

Eden Prairie, Minnesota, Us

COO and CFO at Boulay, one of the largest CPA and consulting firms in the Twin Cities, leading the growth initiatives, process development and talent strategies. Focuses on small public companies and privately-held companies in Construction/Real Estate, ESOP, Private Equity, Family Office, and Professional Services. Led all departments: administration, business development, human resources, information technology, internal accounting, learning and development, and marketing. Corporate Leader Drives Growth• Led the Leadership Team through the strategic planning process resulting in a continuous 3-year plan and annual budgets/forecasts; led and supported the strategic initiatives and action plans to achieve desired outcomes• Doubled the net revenue of the combined organization, helped drive team in meeting organizational, departmental and personal goals• Played a key role for the Executive Committee in the Firm’s Governance and Structure Initiative, resulting in more responsibilities and spending authority for the Executive Committee, Managing Partner, COO/CFO and members of the Leadership Team; also, an internal ownership restructuring of a key business unit was completed in early 2022Visionary Who Pivots Through Change• Led the firm through the Payroll Protection Program (PPP) process resulting in obtaining a PPP Loan and forgiveness of the loan from the federal government; key participant in the firm’s COVID Response Team for the last 2 years• Led the firm’s Culture and Engagement Committee, generating a Culture Roadmap and a Leadership Development Training Program for Leadership Team (external serving and internal serving)Led M&A Process - Strategy, Integration and Execution• Collaborated with Executive Committee and leaders on successful acquisitions: completed the deal modeling and structure, valuation, and Letter of Intents, and led the Due Diligence and Transition Team; worked with the attorneys on the Purchase Agreement and supporting schedules

Minnetonka, Mn, Us

Reported to the CEO, served as the COO / CFO at Sambatek, Inc., a professional services firm that specializes in engineering, surveying, planning, and environmental services in the Upper Midwest. Led the internal serving departments: Administration/Operations, Business Development, Human Resources, Information Technology, Internal Accounting, and Marketing; direct reports were the Directors of these departments, with 12 team members within all of these departments. Significant accomplishments included:Developed and Implemented Growth Strategies• Led the Leadership Team through the strategic planning process in the role of Integrator (EOS), resulting in a continuous 3-year plan and annual P&L, budgets/forecasts; led and supported the strategic initiatives and action plans to achieve desired outcomes• Led initiatives to streamline and improve firm processes, including new employee onboarding, accounts receivable collections, new prospect proposal, contact review, accounts payable, IT procurement, cross-functional team collaboration and issue resolution• Developed the Firm’s M&A Strategy including target companies; implemented the entire M&A process and led the internal due diligence/transition process. Consulted to the CEO on term sheet proposals, deal pricing, deal structure

Independent consulting practice focused on strategic planning, management consulting, outsourced CFO services, joint ventures, private equity, M&A advisory services (buy and sell-side) and real estate transaction advisory services.• Interim CFO/CAO with a Minneapolis business banking organization for 10 months, managing all departments, except lending.; successful turnaround and the organization was no longer required to be under the FDIC Consent Order• Held a 7-month consulting role for another Minneapolis business banking organization: Strategic projects were assigned by the CEO • One sell-side M&A project and 2 buy-side valuation and due diligence projects for business owners in the Twin Cities• Ongoing Outsourced CFO and Management Consulting responsibilities for 5 established businesses in the construction, real estate, home decorating, manufacturing and distribution industries• Creation of the business plan, investment memorandums and financial projections for 2 technology start-up companies in the Twin CitiesClients included:• Financial Services• Banking• Insurance• Employee Benefits• Legal Services / eDiscovery• Technology Start-up

Minneapolis, Mn, Us

Reviewed 30-40 deals per year and completed 13 acquisitions during this four-year period ranging from $5 million to $100+ million in total deal price consideration.

Minneapolis, Mn, Us

Moved consulting clients into BPK&Z in early 2004. Established an investment banking and management consulting practice with an emphasis on providing strategic planning, merger and acquisition, debt/equity financing, real estate transactions and CFO services to privately-held organizations in the middle market.

Charlotte, Nc, Us

Developed and facilitated a successful strategic planning and annual planning process. Achieved a stronger focus for the executive and middle management teams during weak cash flow cycles. This resulted in a savings of $100,000 in outside professional fees annually. Revenue growth grew from $50 million to $150 million during these four years.Designed and managed an acquisition program to increase corporate revenues. Completed a detailed market analysis and review of the top 30 Metropolitan Statistical Areas in the United States, identified the top 25 acquisition targets with the executive management team, initiated contact with the acquisition targets in each market, and led the due diligence and valuation process within the Company. This resulted in 15 closed deal with purchase prices of $500,000 to $15 million over this four year period.Established an electronic information database and filing system for all active an inactive real estate leases (company-owned and franchise), negotiated over 45 new and existing real estate contracts, and terminated/eliminated agreements for 15 under-performing franchise units. Achieved a savings over $50,000 annually in outside real estate management fees, an increase in royalty fee income by $100,000 annually and a concurrent savings of approximately $500,000 in rent expense during a three-year period.

Developed an acquisition growth plan, executed all areas of the plan with functional department managers and closed several bank branch and insurance company acquisitions.Led the Retail Operations of the Bank. Developed and executed strategic initiatives, improved the cross-selling of products and services and developed "Best Practices" to support the Retail Bankers. Some significant results included the development of an internal Call Center, an annual $250,000 increase in fee income, a $35,000 annual savings in non-interest expense and an increase in checking and savings deposits of over $30 million.Hired and developed key personnel in the Agricultural Lending, Commercial Lending and Marketing areas to assist in the transformation of the organization to a commercial banking model. Acquired three bank organizations while assisting the Lending team grow overall loans by an average of $20 million annually.

Originally hired as a Senior Financial Analyst with subsequent promotions to Manager of Planning and Analysis and finally to Vice President - Finance. Marquette Bancshares, Inc. was a $4.5 billion financial services and banking organization with 50+ locations in 12 states.Responsibilities over the career at Marquette included the following - 1. Bank holding company and bank regulatory and GAAP financial reporting 2. Asset/liability management, including the Investment and Treasury functions 3. Strategic planning support and annual budgeting 4. Finance and accounting policies, procedures and controls 5. All aspects of the merger/acquisition process (30+ closed deals in various states and types of financial services companies 6. Business valuation and modeling 7. Real estate contracts, leases and other agreements 8. Negotiations of contracts, confidentiality agreements and purchase agreements 9. Facilitation of cross-functional project teams 10.Liaison activities with outside accounting, insurance, legal and other professionals.

The largest worldwide CPA firm during this time. Focus was on audits of large privately-held companies, regulated industries (banking, financial services, insurance, etc.) and small publicly-traded companies. Joined the initial M&A consulting team in the office. The focus was on providing business valuation and due diligence services to clients in a variety of industries.

Mba, Finance

Bba, Accounting