firm introduction prepared for
LEGACY PAVILION, LLC
3630 Peachtree Road NE, Suite 600 | Atlanta, Georgia 30326 Main 404.898.2000 | windhambrannon.com
Why Windham Brannon? Windham Brannon offers more. Windham Brannon is a recognized leader in providing tax, audit and advisory services, delivering the exceptional technical expertise executives count on … and more. Windham Brannon’s success is attributable to strong, long-lasting relationships. Our mission is to help our clients succeed in a complex and changing world. We demonstrate this commitment by proactively thinking of ways to address their unique needs and offering more than typical audit and tax services. As a firm, we serve a wide range of both corporate and individual clients. Our 160 professionals and staff understand the importance of and are committed to the delivery of superior service. We believe each client will benefit from the expertise and the attention we provide, as well as our faithful commitment to the adherence to our core operating principles: • Deliver exceptional client service; • Do the right thing, all the time; and • Maintain a collegial and collaborative culture. The resumes of many of more than 70 Windham Brannon CPAs include employment with national accounting firms, as well as in corporate accounting, and as specialists in practice areas and sectors. Our professionals provide services to the U.S. Treasury Department, the Office of Inspector General, the Department of Labor, as well as to the State of Georgia Special Council on Tax Reform and Fairness for Georgians to study and recommend reform to Georgia’s tax code. Seven principals of the combined firm of Windham Brannon and Tarpley & Underwood have served as President of the GSCPA. Provided the opportunity, we are committed to demonstrate how Windham Brannon can offer more.
AUDIT & ASSURANCE SERVICES Expertise. Our audit services maximize efficiencies, minimize disruption of your personnel and consistently meet or exceed your quality and timing expectations. We will accomplish these results through our audit approach, which will include: • • • • • •
An experienced audit team with high partner involvement and accessibility; Significant planning, which provides highly customized, risk-based procedures; Relevant industry expertise; Active involvement throughout the year and year-end planning; “Best practices” technologies; and High levels of communication.
Credibility. Windham Brannon is PCAOB registered. The Public Company Accounting Oversite Board is a nonprofit corporation established by Congress to oversee the audits of public companies in order to protect the interests of investors and further the public interest in the preparation of informative, accurate and independent audit reports.
Specialized services. Beyond an efficient audit process, Windham Brannon offers a boutique of specialized services to our clients, including: • Audits and Financial Statement Preparation • IFRS Reporting • Employee Benefit Plan Audits • Mergers and Acquisitions Consulting • Due Diligence
• • • • • • •
Advisory Services SAS 70s Sarbanes-Oxley Compliance Internal Audit Forensic & Fraud Accounting Enterprise Risk Management Information Technology (IT) Solutions
Real Estate & Hospitality Services Industry experience. Atlanta-based Windham Brannon brings exceptional knowledge and experience to this sector. For five decades our CPAs have worked with leading and emerging development companies, including foreign investors and funds, with real estate investors of all sizes. Our clients own and operate properties in all sectors: office, industrial, retail, hospitality, multi-family residential, single-family residential, mixed-use, and specialized-use multifamily (student and military housing). We provide expertise to owners, as well as access to the best industry professionals, including property managers, brokers, exchange accommodators and attorneys.
REPRESENTATIVE PROJECTS Relevant experience. Windham Brannon provides a variety of services to the firm’s real estate and hospitality clients. A sampling of these services include: • Financial statement audit and planning for $300M industrial real estate portfolio • Financial statement audit, tax preparation & consulting, and planning for real estate portfolio valued at $433M held by an investment grade non-profit organization • Financial statement audit of 550K square foot design center with 60 showrooms • Financial structuring for acquisitions, audits, and income tax services for a hotel development company with pension fund investors (this company developed the original Hilton Garden Inn concept for Hilton) • General accounting, software development and database management for 12,000 real estate properties owned by the RTC ($3B value), due to financial institutions being taken into receivership • Financial statement audit of asset management company managing a $1B portfolio with endowment and pension funds investors • Due diligence related to the sale of a public company with JP Morgan as the investment banker • Income tax consultation and structuring related to a $200M sale-leaseback transaction involving multiple properties • Structure planning for sale of $200M industrial real estate portfolio • Structure planning for $180M UPREIT transaction • Purchase price allocation for luxury Caribbean resort Many of our audits are used by and relied upon by large institutional investment funds. Additionally, we have provided control assessment and advisory services for companies such Wells Real Estate, Southern Company, Coca-Cola Company, Aaron Rents, and State Bank. Windham Brannon has preferred auditor status with leading Atlanta commercial lenders. We would be happy to provide individual references upon request.
AWARDS AND RECOGNITION Accolades. • Named one of the “Best of the Best” Top 25 public accounting firms by Inside Public Accounting • Named one of the Top Workplaces in Metro Atlanta for 2012 and 2013 by Atlanta Journal Constitution • Named one of the Best Places to Work by Atlanta Business Chronicle in 2012 and 2013 • Named one of the Best Accounting Firms to Work For in the nation by Accounting Today in 2012 and 2013 • Named one of the Best Public Accounting Firms for Women by the Accounting & Financial Women’s Alliance and the American Woman’s Society of Certified Public Accountants in 2013 • Five Principals have received the prestigious Distinguished Member Award from the Georgia Society of Certified Public Accountants, an award given to one person each year among the more than 10,000 members
At Windham Brannon we don’t subscribe to the waiting-for-the-phone-to-ring method of serving clients. We know the best way to help our clients is getting to know them. That philosophy drives our proactive service approach.
- David Kloess, President and CEO