Firm Profjle WHO WE ARE At MCM CPAs & Advisors, we think beyond - PDF document

Firm Profjle WHO WE ARE At MCM CPAs & Advisors, we think beyond the bottom line. We provide our clients with services that reach beyond traditional tax and assurance offerings by nurturing high-impact expertise in an array of industries, technologies and operations. We help our clients identify opportunities, and anticipate challenges, from all angles. Mission We exist to help both our clients and team succeed. Core Values People Matter We genuinely care about our people, personally and professionally, and ensure relevance in their work. Leaders Inspire We inspire each other to sustain our vision and advance our mission as a firm. Excellence Rules We are committed to superb client service, high quality expertise and significant client relationships. WHAT WE DO MCM is a large regional CPA and advisory firm employing more than 350, including more than 160 CPAs. We serve both privately and publicly held businesses, non-profit organizations, small businesses and individuals out of seven different offices throughout Kentucky, Indiana and Ohio. MCM specializes in high-impact tax, assurance and business advisory services, with expertise across a variety of industries. We are regularly recognized as one of the United States’ top 100 CPA firms, as ranked annually by Accounting Today and the Institute for Public Accountants (IPA). Expert guidance, beyond the bottom line.

Firm Profjle Locations 6840 Eagle 3536 Edwards Rd Highlands Way Cincinnati, OH Indianapolis, IN 45208 46254 Indianapolis, IN Cincinnati, OH 6515 East 82nd St 2100 PNC Center Suite 104 201 East Fifth St Indianapolis, IN Cincinnati, OH 46250 45202 2600 Meidinger 1000 Vine Center 702 North Shore Dr Tower 333 West Vine St Suite 500 462 South Fourth St Lexington, KY Jeffersonville, IN Louisville, KY 40507 47130 40202 Lexington, KY Louisville, KY Jefgersonville, IN Industry Expertise While traditional tax, assurance and business advisory services are at the core of what we do, our professionals are knowledgeable in various industries and disciplines, bringing expertise that goes well beyond traditional tax and audit offerings. We are active members of numerous industry professional organizations, regularly speak at conferences, and nurture the educational pursuits of our team. Through focused niche teams, we offer specialized advisory services in the following industries: Automotive Insurance Construction Manufacturing & Distribution Financial Institutions Not-for-profits Government Private Equity Healthcare Real Estate Hospitality & Restaurants Transportation & Logistics Expert guidance, beyond the bottom line.

Firm Profjle Opportunity Nurturing professional and personal growth within our team is a high priority at MCM. We provide a variety of in-house initiatives and “think tank” programs to all levels of our organization, and have consistently been rated as one of the Best Places to Work in multiple states and cities. Next Gen Committee – Aims to involve younger team members in the firm’s strategic growth plan Leadership Academy – Cultivates the firm’s next wave of senior leadership Advisory Board – Brings together external business leaders with senior internal staff to advise on ways the firm can grow and improve Women’s Inspirational Network (WIN ) – Promotes women in the workplace Recognition MCM commands a strong reputation both within our industry, as well as within the communities we serve. We are one of the few firms within Accounting Today’s Top 100 with a female managing partner. This reputation is regularly reflected via awards, invitations to serve as thought leaders, and media recognition. Community Commitment MCM is proud to say “we’re home” in five different regional communities, and in addition to serving our clients, we also partner with a number of non-profit organizations in each. We fundraise for, volunteer with, and donate to a number of organizations working to make our cities better places to live and work. Our Charitable Action Committee (CAC) spearheads these initiatives, both internally and externally, via charity drives and regular volunteer participation opportunities. MCM regularly provides funds to more than 100 non-profit organizations. We invest in our communities through such organizations as GLI—Metro Louisville Chamber of Commerce, Metro United Way, Fund for the Arts, Special Olympics of Kentucky, One Southern Indiana, and the National As- sociation of Women Business Owners (NAWBO). MCM is also a strong supporter of Accounting for Kids, a not- for-profit organization that serves children by 1,500 average hours of community service each year working with local school districts to introduce financial literacy concepts to children in a fun $400,000 per year in non-profit support and interactive manner and to inspire the $60,000 per year in office fundraising professional community to consider becoming 100 benefitting organizations each year mentors and/or tutors to at-risk youth. Expert guidance, beyond the bottom line.

Firm Profjle Global Association MCM’s membership in PrimeGlobal, one of the top five largest associations of independent accounting firms in the world, 40 Wheat provides our clients seamless access to well-regarded firms with excellence in all disciplines throughout the United States and in more than 80 countries. Combined revenues US $2.1 billion Member firms 300 Countries 80 People 13,000 Offices 800 Oversight Security & Confidentiality: Client information is a valuable asset and MCM is committed to preserving and protecting it. MCM does not disclose non-public personal information of former clients, current clients, client’s clients, vendors, or employees without consent with anyone, except as required by law. Through ongoing processes, we aim to provide the highest level of security possible for the privacy of information by all components of the Firm. Quality Control: One of our core values is our commitment to quality, evidenced by our superb client service, high quality expertise and significant client relationships. MCM maintains a quality assurance system designed to ensure that our products and services go well beyond the minimum professional standards. Our commitment to client service begins with a focus on ensuring our clients’ expectations are understood, communicated and met. MCM is a member of the Public Company Accounting Oversight Board (PCAOB), Securities and Exchange Commission (SEC), Government Audit Quality Center (GAQC), and the Employee Benefit Plan Quality Center (EBPQC). Independence: As members of the PCAOB and SEC practice section of the AICPA, we maintain and adhere to high standards relating to independence issues. History Cooney Faulkner & Debuted in Indy with Chilton & Medley Henry Hawkins Co Stevens joins MCM K.B. Parrish merger Founded merges with MCM 1980 2010 2012 2016 1988 2010 2015 2017 Mountjoy & Bressler Merger of M&B and McCauley Nicolas Elliot Davis Decosimo Founded C&M completed to joins MCM joins MCM create Mountjoy Chilton Medley LLP (MCM) For more information about how MCM can help you reach beyond the bottom line, please visit our website, give us a call to schedule an appointment, or look for us on social media. MCM CPAs & Advisors Expert guidance, beyond the bottom line. Kentucky | Indiana | Ohio www.mcmcpa.com | 888.587.1719