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Monthly Statement–Recon–March 2021

By Elly Ohnstad | February 25, 2021

A bi-monthly dive into AEM’s Real Estate & Construction segment – from cash receipts to client news and more. Questions about the segment? Reach out to Kevin Kalal to get the latest details!

March 25th, 2021

By the Numbers

The Management Letter

The RECON group has been busy reviewing how our top clients are being staffed for 2021. We have made a concerted effort to make sure staff with a strong background in real estate/construction are working on these clients.

On the marketing side, we have also been planning out major sponsorships and events coming up later this year. Our goal is to be actively involved in all of our association’s major events.

Cash receipts are slightly down from the prior year through March, but we believe much of this is timing. The start date of many larger projects was moved back which we have seen firm and industry-wide as well. We believe 2021 will be a strong year again based on new projects and clients.

– Kevin Kalal   |  Segment Leader

Client Chronicles

Northland Paving   |   Client Info

For over 30 years Northland Paving has provided quality asphalt paving services to Minneapolis, St. Paul, and the greater Twin Cities metro area. Their team of blacktop experts includes design and planning as well as installation and maintenance crews.

A client since 2012, we were referred to them by one of our referral sources and recently have helped them find the ideal business broker to sell their business. 

Check out the video to learn more!

https://youtu.be/Z_bsuEYGKL4

The News

A monthly newsletter is sent each month to our Real Estate & Construction contacts regarding industry happenings, important information for their business, and more. You can read our segment’s last newsletter by clicking the button below:


Last Month’s Newsletter

The

  • Reminder to put all opportunities in Zoho–our pipeline should be at $700k 
  • Reviewed top ten client list and made a plan so all major clients are serviced by someone in the RECON group
  • Created a list of staff heavily involved in RECON, will move more projects to these staff
  • This summer work to make smaller tweaks to realign projects
  • Run comparison to prior year list to see who is moving onto and off of more RECON projects
  • Move managers to less prep of the RECON clients as they should be reviewing and allowing lower staff to get the experience

 

Meet the Team

Interested in getting involved with the Recon segment? We’d love to have you! Contact Kevin today to get started and join in our next segment meeting. 

Kevin Kalal

Partner
Segment Leader


Learn More

Jack Abdo

Partner

Learn More

Chris Powers

Partner

Learn More

Scott Mason

Partner

Learn More

Jay Dunphy

Partner

Learn More

Heidi Lellman

Manager

Darren Whipps

Senior Manager

Jake Ouradnik

Manager

Katie Ganfield

Senior Associate

Posted in News and tagged Internal Newsletter

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