SOTK - Our Client Services

Our professional service team includes seventeen partners, directors, and managers representing an aggregate of over 200 years of practical experience and qualifications in the following service areas:

Assurance and Accounting

Business Development

Information Technology

Tax

Wealth Management

Personal Financial Planning
Registered Investment Advisor (services offered by affiliate SilverOak
Wealth Management LLC)

Assurance and Accounting

Staying Involved With Our Clients

Unlike many "traditional" auditing firms, we do not simply show up at year-end and audit what has already occurred; we stay involved with our clients throughout the year. We test historical financial information, interpret those results, and work with our clients to help them understand tomorrow’s impact of today’s events to position their business in an increasingly competitive business world. We treat our client’s personnel with dignity and respect and provide regular coaching and training. Our clients actually look forward to the arrival of our service team.

Certified audits

Compliance audits

Forensic accounting

Fraud audits

Operational consulting

Reviews of financial statements

Compilations of financial statements

Accounting project assistance

Third party administration of qualified plans

Contact us for additional information on our audit and assurance services.

Allen Kaufmann 612.373.9031 akaufmann@sotk.com

Kathy Nelson 612.373.9035 knelson@sotk.com

Tim Baranick 612.373.9046 tbaranick@sotk.com

Tax

Tax Services for Businesses and Individuals

Our tax specialists can assist you in minimizing your tax obligation and prepare your annual tax filings. Our tax services include:

Estate planning

International tax planning

IRS representation

Legal entity analysis and
appropriate selection

Retirement plan design,
selection, and compliance

Tax planning and research

Tax return preparation

John Thorvilson (612) 373-9028 jthorvilson@sotk.com

Bill Hogle (612) 373-9033 bhogle@sotk.com

Wealth Management

Personal Financial Planning (PFP)

We sell "peace of mind" by providing comprehensive strategies to help our clients achieve personal financial objectives and life goals. We combine our experience in complex tax and retirement planning issues with our financial planning skills to offer a complete financial plan. Our PFP services include:

Cash flow and budgeting

Charitable giving

Estate planning

Income tax planning

Insurance review

Planning for financial
independence

For additional information about our PFP services, contact us by calling one of our professionals or completing and sending the email form.

Kim Schwichtenberg 612.373.9034 kschwichtenberg@sotk.com

SilverOak Wealth Management LLC

As a premier financial planning and wealth management company, SilverOak Wealth Management excels in providing objective, disciplined investment and personal financial advice. We assist entrepreneurs, executives and other high net worth individuals on the development of a comprehensive financial strategy, including portfolio construction. We then implement and monitor the strategy. This monitoring involves a very complex due diligence process, which ensures continued progress toward our clients’ long-term objectives and goals. Below are the specific services provided by SilverOak.

INDIVIDUAL SOLUTIONS

o       Comprehensive Financial Planning – Based on your individual core values, goals and objectives, our team of financial advisors will provide sound recommendations and strategies backed by research, analysis and years of experience. Our comprehensive planning services include:

Retirement Planning

Estate Planning

Tax Consulting

Investment Planning

Risk Management

Education Funding

Charitable Giving

o        Investment Advisory Services – SilverOak Wealth Management excels in providing objective and disciplined investment strategies. Our advice is tailored to each client’s specific needs. In addition, our due diligence process leverages quantitative and qualitative analysis to evaluate portfolio characteristics. It also assists in the identification of long-term investment opportunities based on a client’s acceptable risk factors and return objectives.

BUSINESS SOLUTIONS

o        Financial Education – SilverOak understands that businesses invest a great deal of time and money in developing a qualified team of employees. Building and retaining this team is one of the greatest challenges employers will encounter. One way to assist in meeting this challenge is to offer your employees a comprehensive financial education program designed to address their personal financial planning needs and opportunities associated with the company’s benefit plans.

o        Qualified Plan Consulting: Design – Implement – Monitor – We believe in working one-on-one with employers to develop and implement a retirement plan that is focused on long-term solutions for their business and employees.

o        Executive Financial Planning – Our executive financial planning services assist company executives in preparing for their personal financial futures and in learning how to maximize the benefits offered by their company, such as 401(k) plans, deferred compensation programs and stock options. We are committed to creating a partnership of trust with the executive so they can concentrate their efforts on the needs of the company while being assured their personal financial objectives are being met.

SilverOak Wealth Management is a registered investment advisor. In addition, SilverOak Wealth Management is affiliated with Silverman Olson Thorvilson & Kaufmann Ltd.

For additional information about SilverOak Wealth Management, please contact:

Shannon King (612) 373-9049 or send email to:

sking@silveroakwealth.com

Information Technology

Software Implementation and Training and Consulting

SOTK specializes in turnkey accounting and business management software solutions, including Great Plains Dynamics™ and Quickbooks™. We’re accountants and controllers first -- with hands-on experience. We use our knowledge and experience in accounting to help businesses get the most from an accounting system. We’ll work with businesses to:

Accounting policies
and procedures definition

New system requirements

Strategic planning

Accounting software selection and implementation

Tailored solutions to meet
specific management objectives

Personalized hands-on software training

Ongoing support - whenever it's
needed!

For additional information about our Software Implementation and Training or MIS Consulting Services, contact us by completing our email form or calling one of our professionals.

Carol Noyes 612.373.9021 cnoyes@sotk.com

Business Development

Improving The Value Of Our Clients' Business

We are uniquely trained and qualified to improve the value of our clients' business. Our business development team measures and monitors key performance indicators and implements training products and processes designed to increase our clients' sales and profitability.

Advanced financial
management training

Budgeting, forecasting and projections

Business performance reviews

Client advisory boards

Communication for results

Litigation support services

Mergers and acquisitions

Strategic planning

For more information about our Business Development Services, contact us.

John Thorvilson (612) 373-9028 jthorvilson@sotk.com

Allen Kaufmann (612) 373-9031 akaufmann@sotk.com

Copyright Silverman Olson Thorvilson & Kaufmann LTD | 920 Second Ave S | Suite 1550 | Minneapolis, Minnesota 55402 | Phone 612-373-9000
Fax 612-373-9010

		Our professional service team includes seventeen partners, directors, and managers representing an aggregate of over 200 years of practical experience and qualifications in the following service areas: Assurance and Accounting Business Development Information Technology Tax Wealth Management Personal Financial Planning Registered Investment Advisor (services offered by affiliate SilverOak Wealth Management LLC) Assurance and Accounting

		Staying Involved With Our Clients Unlike many "traditional" auditing firms, we do not simply show up at year-end and audit what has already occurred; we stay involved with our clients throughout the year. We test historical financial information, interpret those results, and work with our clients to help them understand tomorrow’s impact of today’s events to position their business in an increasingly competitive business world. We treat our client’s personnel with dignity and respect and provide regular coaching and training. Our clients actually look forward to the arrival of our service team. Certified audits Compliance audits Forensic accounting Fraud audits Operational consulting Reviews of financial statements Compilations of financial statements Accounting project assistance Third party administration of qualified plans Contact us for additional information on our audit and assurance services. Allen Kaufmann 612.373.9031 akaufmann@sotk.com Kathy Nelson 612.373.9035 knelson@sotk.com Tim Baranick 612.373.9046 tbaranick@sotk.com Tax

		Tax Services for Businesses and Individuals Our tax specialists can assist you in minimizing your tax obligation and prepare your annual tax filings. Our tax services include: Estate planning International tax planning IRS representation Legal entity analysis and appropriate selection Retirement plan design, selection, and compliance Tax planning and research Tax return preparation John Thorvilson (612) 373-9028 jthorvilson@sotk.com Bill Hogle (612) 373-9033 bhogle@sotk.com


		Wealth Management

		Personal Financial Planning (PFP) We sell "peace of mind" by providing comprehensive strategies to help our clients achieve personal financial objectives and life goals. We combine our experience in complex tax and retirement planning issues with our financial planning skills to offer a complete financial plan. Our PFP services include: Cash flow and budgeting Charitable giving Estate planning Income tax planning Insurance review Planning for financial independence For additional information about our PFP services, contact us by calling one of our professionals or completing and sending the email form. Kim Schwichtenberg 612.373.9034 kschwichtenberg@sotk.com

		SilverOak Wealth Management LLC As a premier financial planning and wealth management company, SilverOak Wealth Management excels in providing objective, disciplined investment and personal financial advice. We assist entrepreneurs, executives and other high net worth individuals on the development of a comprehensive financial strategy, including portfolio construction. We then implement and monitor the strategy. This monitoring involves a very complex due diligence process, which ensures continued progress toward our clients’ long-term objectives and goals. Below are the specific services provided by SilverOak. INDIVIDUAL SOLUTIONS o Comprehensive Financial Planning – Based on your individual core values, goals and objectives, our team of financial advisors will provide sound recommendations and strategies backed by research, analysis and years of experience. Our comprehensive planning services include: Retirement Planning Estate Planning Tax Consulting Investment Planning Risk Management Education Funding Charitable Giving o Investment Advisory Services – SilverOak Wealth Management excels in providing objective and disciplined investment strategies. Our advice is tailored to each client’s specific needs. In addition, our due diligence process leverages quantitative and qualitative analysis to evaluate portfolio characteristics. It also assists in the identification of long-term investment opportunities based on a client’s acceptable risk factors and return objectives. BUSINESS SOLUTIONS o Financial Education – SilverOak understands that businesses invest a great deal of time and money in developing a qualified team of employees. Building and retaining this team is one of the greatest challenges employers will encounter. One way to assist in meeting this challenge is to offer your employees a comprehensive financial education program designed to address their personal financial planning needs and opportunities associated with the company’s benefit plans. o Qualified Plan Consulting: Design – Implement – Monitor – We believe in working one-on-one with employers to develop and implement a retirement plan that is focused on long-term solutions for their business and employees. o Executive Financial Planning – Our executive financial planning services assist company executives in preparing for their personal financial futures and in learning how to maximize the benefits offered by their company, such as 401(k) plans, deferred compensation programs and stock options. We are committed to creating a partnership of trust with the executive so they can concentrate their efforts on the needs of the company while being assured their personal financial objectives are being met. SilverOak Wealth Management is a registered investment advisor. In addition, SilverOak Wealth Management is affiliated with Silverman Olson Thorvilson & Kaufmann Ltd. For additional information about SilverOak Wealth Management, please contact: Shannon King (612) 373-9049 or send email to: sking@silveroakwealth.com Information Technology

		Software Implementation and Training and Consulting SOTK specializes in turnkey accounting and business management software solutions, including Great Plains Dynamics™ and Quickbooks™. We’re accountants and controllers first -- with hands-on experience. We use our knowledge and experience in accounting to help businesses get the most from an accounting system. We’ll work with businesses to: Accounting policies and procedures definition New system requirements Strategic planning Accounting software selection and implementation Tailored solutions to meet specific management objectives Personalized hands-on software training Ongoing support - whenever it's needed!
		For additional information about our Software Implementation and Training or MIS Consulting Services, contact us by completing our email form or calling one of our professionals. Carol Noyes 612.373.9021 cnoyes@sotk.com Business Development

		Improving The Value Of Our Clients' Business We are uniquely trained and qualified to improve the value of our clients' business. Our business development team measures and monitors key performance indicators and implements training products and processes designed to increase our clients' sales and profitability. Advanced financial management training Budgeting, forecasting and projections Business performance reviews Client advisory boards Communication for results Litigation support services Mergers and acquisitions Strategic planning For more information about our Business Development Services, contact us. John Thorvilson (612) 373-9028 jthorvilson@sotk.com Allen Kaufmann (612) 373-9031 akaufmann@sotk.com

		Copyright Silverman Olson Thorvilson & Kaufmann LTD \| 920 Second Ave S \| Suite 1550 \| Minneapolis, Minnesota 55402 \| Phone 612-373-9000 Fax 612-373-9010