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.
• Audit and Assurance
• Tax Services
• Accounting Services
• Transaction Advisory Services
• Quality of Earnings, Due Diligence

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.

• 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.
• 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.
• 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:

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.

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.

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.

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.

Mba, Finance

Bba, Accounting