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Proforma Printing & Promotion Mark J. Resnick Managing Partner 617-549-9706 direct cell 800-951-6607, x2 office

Overview of our business

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Page 1: Overview of our business

Proforma Printing & Promotion

Mark J. Resnick

Managing Partner

617-549-9706 direct cell

800-951-6607, x2 office

Page 2: Overview of our business

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Who Are We?

• Proforma Printing & Promotion has been providing graphic communication solutions since 1999.

• With more than 65 years of industry experience, we have but one mission for each client, and that is to become the best strategic partner you have ever had .

• As a Proforma franchise, we have the buying clout of a $350 million sales organization, giving us the strength, financial resources and flexibility of a national organization. Yet we provide the security and dedication of a local firm.

• We offer over one million innovative print & promotional products to help you meet your graphic communications & marketing needs. Our solutions enable you to meet virtually any internal or external communication challenge on target, on time and on budget. 

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Why Proforma?

• Proforma provides exceptional customer service, superior quality, and the ability to consistently provide innovative and cost efficient solutions.

• Our leadership team has more than 65 years of combined industry experience

• As a comprehensive solutions provider, we allow you to focus on what you do best, rather than spending your valuable time on managing multiple vendors

• Other benefits include:

> You deal directly with the owners of the company

> Your phone calls are answered immediately or returned promptly

> On average, price estimates are provided within 24 hours

> Written acknowledgements are emailed for every order you place

> We track each order every step of the way and inform you of its progress – before you have to call and ask us

> After delivery of an item, a member of our team will always follow up by phone or email to ensure your complete satisfaction

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• Strategy & Planning

• Marketing concepts

• Creative concepts and graphic design

• Integrated programs and campaigns

• Direct marketing and direct mail

• Sales Collateral

• Event Marketing

• Corporate identity and branding

• Printing services

• Print management

• Print on Demand

• Digital asset management

• Warehousing

• Fulfillment

• Mailing/shipping

• Signage

• Cost efficiencies

• Improved marketing

• Enhanced operations

• Increased revenues

• More effective messaging and branding

• Improved customer loyalty

• Enhanced market position

Ideas Solutions Results

Our Offerings

• Business and Graphic Communications Projects and Programs

• Promotional Products

• Commercial Printing

• Business Forms and Documents

• E-Solutions & Online Company Stores

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How Proforma Accomplishes

Customer Goals

• Assess, analyze, and benchmark current situation

• Identify areas of need/improvement, opportunity

Our approach as your single source “Trusted Advisor” is to serve your

print and promotional management needs on a continuing basis

• Develop customized solutions

• Manage the plan, project, program

• Implement solutions

• Measure

• Enhance

• Evolve

Ideas Solutions Results

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Our Capabilities & Services

Promotional Products & Programs

Business Documents, Labels & Tags

Commercial Printing Services

E-Solutions

• Awards• Banners• Calendars &

Planners• Caps & Hats• Corporate Gifts• Crystal• Cups & Mugs• Decals• Embroidery• Executive Gifts• Flags• Folders• Frames• Golf Accessories &

apparel• Key chains• Magnets• Meeting

accessories• Party Favors• Pens • Wearables

• Accounting Forms• Automotive Forms• Bank Forms• Business Cards• Carbon Forms• Carbonless Forms• Checks• Cut Sheet Forms• Envelopes• Envelope/Forms

Combinations• Invoices• Labels• Legal Forms• Letterhead• Medical Forms• Purchase Orders• Scratch-Offs• Snap-Outs• Shipping Forms• Tax Forms• Watermarks

• Digital Print-on-Demand

• E-Marketing Services

• Electronic Catalogs• Electronic

Newsletters• Interactive

Websites• Online Company

Stores• Online Forms

Management• Online Stationary

Management• System

Maintenance• Web Audio

Messaging• Web-to-Print• Website

Development

• Annual Reports• Badges• Brochures• Catalogs• Certificates• Direct Mail• Door hangers• Embossing, Bind &

Foil• Flyers• Folders• Mailers• Menus & Menu

Covers• Newsletters• Padded Sheets• Pamphlets• Parking Tickets• Plastic Cards• Postcards• Posters• Raffle Tickets• Sell Sheets• Signage

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Our Success Stories:Event Theme

Client Issue

One of our global corporate clients was less then 1 month away from hosting a hospitality event for its largest clients and prospects. The anticipated number of visitors to the event was estimated at 500 guests. One major problem existed. Our client needed a theme for the event or as they stated it, “a hook to draw in visitors...” With less then 1 month’s lead time to prepare they came to Proforma looking for a solution.

Our Solution & Result

After some quick research on the event, Proforma identified a statistic from last years event in which an exit poll stated that 85% of the participants would ‘bet’ that data security was going to be an issue for the next decade. Proforma pitched a poker themed event to its client and developed an event slogan that urged potential customers to not gamble with their Network IT Security. We brokered a deal to have 2003 WSOP champion Chris Moneymaker attend the event and BT executives dealt cards to Chris and their top prospects well into the evening! It was their most successful event to date.

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Our Success Stories: Easy Gift-Giving

Client Issue

Our largest university client was making far too many expensive trips to their bookstore to purchase gifts for visiting alumni, guest speakers and volunteers. Other than a few inexpensive pens and coffee mugs, they had nothing to offer their special guests. Even with a book store discount, the costs were still high and the trips were time consuming.

Our Solution & Result

We recommended a Gift Closet and presented a wide variety of promotional products ranging from $0.50 to $50. Items included pens, padfolios, embroidered hats and shirts, golf items, desk clocks and paperweights. Each time they order promotional products for existing events, they order extra for the closet. They always have the items on hand and never have to run to the bookstore for a last minute gift. We saved them valuable time and money, as our pricing was consistently lower across the board.

Some of our clients prefer to put this online through one of our company store solutions.

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Our Success Stories: Quality on Time

Client Issue

In late June of 04 we had our first face-to face meeting with a Nantucket, MA brewery, distillery and winery. It was one week before the Fourth of July Weekend (the busiest weekend of the summer) and they clearly had ordering and inventory issues with their existing apparel vendor, as most of the shelves were empty.

Our Solution & Result

Through Proforma's Preferred Limited Partner (PLP) network, our silkscreen printers were able to print, fold and deliver more than 500 decorated tee shirts, hats and polo shirts by Friday afternoon. Not only did we bail them out of a major jam, but we provided a higher quality product at a lower price. Our superior service and attention to detail have made us their exclusive supplier of logo'd apparel, promotional products, printed marketing materials, graphic design, website development and web-order fulfillment. In turn, our client has experienced record sales in every non-alcoholic category since partnering with Proforma.

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Our Success Stories:One-Stop Shopping

Client Issue

A private high school was having difficulty managing the ordering process for its book store. They were dealing with multiple vendors and each one was requiring them to order more than they needed.

Our Solution & Result

Our one-stop shopping capabilities allowed the book store manager to work with one company, allowing him to focus on sales and marketing. With Proforma we don’t have inflated minimums, so not only did we reduce their overall costs but we freed up valuable storage space. It was the perfect win-win situation for us both.

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Sample Listing Of Clients

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Recent Awards

# 1 Distributor in North America, 2008 – Print Solutions

# 1 Best Business to Business Franchise, 2008 – Entrepreneur Magazine

# 3 Promotional Products Distributor, 2008 – Promotional Marketing

Page 13: Overview of our business

Appendix

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Our Leadership Team

Mark J. Resnick – Managing Partner

As co-founder and managing partner, Mark’s leadership and experience have helped us become one of Proforma’s most successful franchises, consistently ranking us in the top 5%.

For the past ten years Mark has more than tripled our business with private high schools and universities, including some of the largest and most successful schools in the Northeast. With over 15 years of experience, Mark continues to provide our clients with creative and cost efficient printing, promotional and ecommerce solutions.

He has also been instrumental in our forming strategic partnerships with our preferred limited partners and select retail constituents, focusing on import solutions, new product development and consulting services.

Prior to Proforma, Mark was Director of Development at Xaverian Brothers High School in Westwood, MA and Assistant Director at Fairfield College Preparatory School in Fairfield, CT.

Mark holds a B.A. in Politics and English from Fairfield University.

Barry D. Resnick – PartnerBarry co-founded Proforma Printing and Promotion with his son Mark in 1999. With more than 45 years of industry experience, Barry has become one of Massachusetts’ leading distributors in the commercial printing, business forms, and more recently, promotional markets.

Barry first entered the business as a sales rep for Standard and Register and Moore Business Forms. After 35 successful years as a leading sales executive, the timing was right to start Proforma. We’ll be the first to admit, it was the best move he ever made!

Barry holds a B.A. in Business from Boston University.

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Our Leadership Team(cont.)

William M. Resnick – PartnerBill joined the leadership team in January of 2004. As VP of Operations, Bill oversees the entire day-to-day operations. It is because of Bill that we are able to provide outstanding customer service for each client, regardless of size.

Prior to Proforma, Bill spent 7+ years with Fidelity Investments.

Bill holds a B.S. in Business Administration from Massachusetts College of Liberal Arts.

John S. Resnick – PartnerJohn is the most recent addition to the Proforma team and has assumed the role of Vice President of Sales and Business Development.

Prior to Proforma, John spent 6+ years with Accenture (formally Anderson Consulting) working in various consulting roles within the Financial Performance and Management team. Among John’s responsibilities at Accenture was deal shaping and business development in the Communications & High Tech industry.

John was most recently with Digitas LLC, one of the leaders in marketing consulting, working within their Client Financial Management team. John oversaw financial operations for Digitas’ west coast office as well as its largest east coast relationship.

John holds a B.S. in Finance from the Charles F. Dolan School of Business at Fairfield University.

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Contact Information

Mark J. Resnick - Managing Partner800-951-6607, x2 ● 617-549-9706 [email protected]

Barry D. Resnick – Partner800-951-6607, x4 ● [email protected]

John S. Resnick – Partner 800+951-6607, x2 ● 617-320-0800 [email protected]

William M. Resnick – Partner800-951-6607, x1 [email protected]

Website: www.proforma.com/bostonVirtual Shopping Mall: http://boston.logomall.com