HR Block 2007 Annual Report Download - page 23

We have the right blend of in-house and partner-provided capabilities to offer the breadth of
services of a national firm, along with the deep commitment to personalize and deliver financially
focused services to middle-market clients as our one and only priority.”
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to personalize and deliver financially focused services
to middle-market clients as our one and only priority.
In the United States, there are more than 500,000
potential clients in the middle market, having annual
revenues from $2.5million to $1billion. All but a few
started small, grew and remain privately held. Our
clients include top companies and organizations in
manufacturing and distribution, construction and
real estate, health care, financial services and the
public sector.
RSM McGladrey provides best-of-class services not
only to companies, but also to their owners through
a wealth management practice that offers personal
financial planning, investments, insurance and more.
Our geographic scope stretches coast-to-coast
across the United States, where RSM McGladrey has
offices in 97 cities, including 18of the top 25 markets.
We’ve been broadening this presence. The Tedder,
James, Worden &Associates accounting firm based
in Orlando, Florida, was acquired by RSM McGladrey
in June 2007, strengthening our position in Central
Florida and extending the capabilities available to
clients there. In September 2006, we acquired a
boutique firm in Phoenix that specializes in real
estate tax and consulting services, and we added to
our presence in North Carolina in April 2007. These
additions followed our acquisition of the former
American Express Tax and Business Services unit in
October 2005.
The global capabilities RSM McGladrey brings to
U.S. clients go well beyond the experience and skills
of our in-house professionals. We’re a member of
RSM International, an affiliation of independent
accounting and consulting firms represented in each
of the world’s top 40 major business centers and in
more than 70 countries. We partner with these firms
and take advantage of their expertise and resources
to help our clients navigate global growth through
products, services, acquisitions or outsourcing.
Whether from acquisitions or internal development,
profitable growth is the primary driving force at
RSM McGladrey. The company’s core services grew
strongly last year, our wealth management business
gained considerably in assets under management,
and RSM McGladrey Capital Markets completed a
record number of capital markets transactions.
We expect to drive additional growth through a
comprehensive new program of advertising, public
relations and sports sponsorships launched at the
end of fiscal 2006. The goal is to increase revenues
through enhanced awareness of the RSM McGladrey
brand and the personalized, high-quality services the
name represents.
Under this program, RSM McGladrey has become
the official accounting, tax and business consulting
firm of The PGA of America. It is title sponsor of the
PGA McGladrey Team Championship, which brings
teams of professional and amateur golfers together
in local and regional qualifying events across the
country, leading to a national tournament at the
renowned Pinehurst (North Carolina)Resort in
September 2007. Additionally, three touring golf
professionals have joined Team RSM McGladrey as
the inaugural members:Zach Johnson, who won
the 2007Masters while proudly displaying the
RSM McGladrey logo to millions watching on TV;
Chris DiMarco, second to Tiger Woods at the 2006
British Open;and Natalie Gulbis, an up-and-coming
player on the LPGA tour.
* Combined with McGladrey & Pullen LLP, a separate and independent legal entity, which provides audit and attest services and has an alternative practice structure with RSM McGladrey that enables the two entities to work together
to serve clients’ business needs.