People Technology Results

Letter from the CEO

We are excited to update you on all the positive momentum Paradigm has been building over the past year. First and foremost, I want to thank you for your loyalty and confidence as we make big, groundbreaking moves in the property tax industry. As we continue evolving as a firm, we have one goal in mind: to better serve you and provide innovative, best-in-class property tax management solutions.

We have identified a number of strategic growth initiatives, many of which have already been implemented. 2016 was the best year in Paradigm history and 2017 is positioning to be even better. Below are some highlights of the major contributions that led to our monumental year:

Client-Centric Focus

In an effort to further align our interests with your goals, we continue to refine our Client-Centric approach to service with a culture structured around the needs of our portfolio owners. One of the most exciting aspects of this Client-facing structure is our new role, the Client Service Leader. These account managers will ensure we are driving national consistency, accountability, and proactively assessing account performance. They will be performing Quarterly Business Reviews onsite for their Clients, in which they will review what has been accomplished year-to-date, look at upcoming appeals, plan for the future, and provide an opportunity to “fine-tune” the relationship.

Technology

Technology has been a top priority as we visualize the future of Paradigm. In an industry severely lagging in technological capabilities, we are incredibly motivated to be the leader in innovative technology offerings. We are constantly enhancing and adding features to our Property Tax Portfolio Management System, Ascend, to both expand our direct-services and to improve “ease-of-use” for our Clients. Some upcoming roll-outs to look forward to include ad hoc reporting and custom dashboarding.

We have also engaged in an exclusive partnership with TurboAppeal, a leading technology firm that helps consumers and businesses appeal property taxes. We are developing an exciting product powered by TurboAppeal’s big data analytics and appeal automation while leveraging Ascend and our national approach to real estate valuation. If you missed our sneak peek, you can check it out here.

Talent

We have remained dedicated to adding superior talent in all areas of our firm, including the following highlights:

Rob Foster, EVP of Sales and Marketing, joined us in March 2016. Rob is a seasoned and accomplished Executive with over 23 years in State and Local Tax Advisory. Utilizing his expertise in building superior client relationships, business development teams, and marketing organizations, Rob has helped us identify and hone in our key market differentiators.

Brian Elkins, our new Chief Technology Officer, is an entrepreneurial, hands-on technology executive with over 20 years of engineering and business management experience with large software companies such as Google. Since joining Paradigm, Brian has built a strong, creative Engineering team and environment that will spearhead the continual development of Ascend and our integration with TurboAppeal.

Other notable additions to the team include our two new Regional Directors, Karen Vincent and Jeffery Maung. Karen is a proven leader with more than 20 years of experience in real estate for national and global clients. We are leveraging her ability to drive value through client-centric solutions to help us transform and implement our business model and strategy. Karen is responsible for the West region and based in our San Francisco office. Jeffery is a highly-experienced account leader for large multi-national companies and skilled in implementing and delivering integrated real estate services to corporate clients. Jeff is responsible for the Northeast region and located in our New York City office.

In addition, Paradigm continues to hire key Consultants and Subject Matter Experts across the nation. As the leading experts in their markets and our industry, these talented individuals will ensure you continue to receive unparalleled property tax savings.

Looking to the Future

As you can see, it’s been a whirlwind year for us here at Paradigm and we’re just getting started. With the support of our Private Equity Group, The Riverside Company, we will continue to aggressively invest in our strategies, allowing us to provide our Clients the best talent in the industry, cutting-edge technology, and programs that will drive a high level of customer satisfaction. As happy as we are with all that’s been accomplished, it’s only inspired us to aim higher in 2017 and beyond.

We are committed to maintaining an open dialogue with Clients to ensure you are completely satisfied with the services we provide. If there is any way we can better serve you, or if you have any questions, please don’t hesitate to reach out.

Sincerely,

Mark Wanic                                         Steve Stubitz

Chief Executive Officer                      Chairman of the Board

(214) 442-6079                                   (312) 470-9791