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Practice Engine

2013 User Conference – Atlanta GA

-- WELCOME --

Practice Engine – “State of the Nation” address

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2013 has been another fantastic year !

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Three more US-top-100 firms order Practice Engine

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Several early adopters install TRCS (PE Tax/Workflow)

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US office opens in Atlanta and new staff are hired

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We take more market share from established vendors

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Version 9 takes shape, and delivers stunning performance

Our firm has very clear goals

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to give a great service to our clients

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to deliver the best technical solution available

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to lead the field in performance, scalability & reliability

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to build a strong community of PE clients

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to share with them a vision as to what is possible

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to steadily increase our market share in top-100 firms

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and make the PE applications affordable to all

We passed the target for a US service base

9000 8000 7000 6000 5000 4000 3000 2000 1000 0 ------------- THRESHOLD ------------------ 2007 2008 2009 2010 2011 2012 2013

Practice Engine Systems Inc is our new service entity, based in Atlanta. We have hired experienced staff who will bring fresh ideas and great technical skills, to further improve our customer service.

Is hyperbolic growth a cause for concern ?

“Uncontrolled growth would pose a great risk to our firm, as it would impact our ability to meet our service objectives”

10000 8000 6000 4000 2000 0 2007 2008 2009 2010 2011 2012 2013 We have to stay ahead of the curve to provide a high level of service to our clients… …so we investigated the growth profile to ensure we will be properly staffed in 2015 and beyond

The analytics show an interesting picture

Year

2007 2008 2009 2010 2011 2012 2013

Clients

3 10 16 20 24 27 31

Largest

220 315 400 500 No change 680 2,000

Latest

300 385 525 600 820

Growth

36% 22% 31% 20% 21%

10000 8000 6000 4000 2000 0 2007 2008 2009 2010 2011 2012 2013

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The growth IS exponential, but the main drivers are: we win bigger clients each year our existing clients are growing through mergers and acquisitions Practice Engine offers a great solution to grow your firm…

9 000 8 000 7 000 6 000 5 000 4 000 3 000 2 000 1 000 0

Practice Engine – growing quietly, strongly

Cumulative Licenses 2013 2013 2007 2008 2009 2010 2011 2012

46% growth YOY in 2012, 43% growth YOY in 2013

Why are we gaining market share ?

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Our technology is modern (web/SQL not client-server) Our applications are easy to deploy and robust Our solution is totally scalable to many thousands of staff Our price point is affordable for every size of firm Our new V9 release will operate on any device*, anywhere Our customer service is very responsive/reactive Our community of users is proactive and supportive Our client referrals and references are beyond compare

Practice Engine – one solution for every size

Firms Offices Staff % Average # staff

4 53 3,945 51.6% 985 Large Firms (Top 50) 7 31 1,885 24.7% 270 Midsize Firms (Top 51-100) 18 41 1,815 23.7% 101 Smaller firms (many in top 200) © British Telecommunications plc

Practice Engine - Boomer Consulting sponsor

Firms Offices

12 65

Staff

3,555

46.5%

Average # staff

296 BOOMER CIRCLE MEMBERS

Many of our new orders come from firm-to-firm referrals at the Boomer Circle summits and meetings We have a sales force that is second to none… our clients

Practice Engine – US Top-100 firms

Firms

Offices

Staff

5,830

76.3%

Average # staff

530 US TOP-100 FIRMS

#100

Offices

25 11 4 13 2 4 8 3 4 6 4

State

KS AL CO MS GA CT OH GA FL CA NJ

TOP-100 CLIENTS

CBIZ Warren Averett EKSH Horne Habif Arogeti & Wynne Blum Shapiro Clark Schaefer Hackett Frazier & Deeter Berkowitz Pollack Brant Singer Lewak Wiss

We have major plans for 2014

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V9 (HTML5 release) will be available to all firms ..It is strategically important that you plan for this TRCS (PE tax/workflow) will be available to all firms ..It is strategically important that you plan for this A new PE transaction-broker makes integration easier .. This helps ensure data consistency and integrity Our “Special Portfolios” will replace most reports .. as this is an excellent Business Intelligence tool Some “PE Document” features will be activated soon ..This is an important indication of our future direction

Some Customer quotes on our technology :

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Practice Engine uses a web based client requiring no installation on the workstation

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“There is no client to install and support. It works from ANYWHERE”

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“It’s FAST... SQL, a web server and a web browser is all you need”

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“The open SQL database allows easy integration with other systems”

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“Because of the open architecture the integration with other products/services is much easier”

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“There is an incredible amount of data that is really just at your finger tips”

We are on target in all the key areas

Three quotes from last conference:

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“the next order will take us to our first goal of 5,000 licenses in the USA “ “ the next goal is 10,000 by 2015)” “most likely we will open a new location in 2013”

9000 8000 7000 6000 5000 4000 3000 2000 1000 0 2007 2008 2009 2010 2011 2012 2013

Our five key goals for 2014 are to: continue onward, and upward extend and improve the PE applications reorganize the group structure work closely with our clients increase our brand strength

Practice Engine - US Clients

Practice Engine – it just keeps getting better