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William Lauber

Partner and Senior Wealth Management Advisor at Visionary Wealth Advisors

Will Lauber is a Partner and Senior Wealth Management Advisor at Visionary Wealth Advisors, specializing in personalized financial planning and customized portfolio management for individual clients. With more than two decades of industry experience, he brings expertise from prior roles at Cantella & Co., Inc. and a background in corporate planning, investor relations, and public policy analysis. Lauber holds both Series 7 and Series 66 securities licenses and serves clients primarily in Missouri, Illinois, and Florida, drawing on his academic training from Princeton University and an MBA from Washington University in St. Louis. Since joining Visionary Wealth Advisors in 2019, he has focused on helping clients achieve long-term financial goals through tailored investment strategies.

William Lauber's questions to CSP INC /MA/ (CSPI) leadership

William Lauber's questions to CSP INC /MA/ (CSPI) leadership • Q4 2024

Question

Asked about the company's potential profitability and earnings per share if the investment costs for the AZT PROTECT division were excluded, and inquired about long-term goals for recurring revenue growth.

Answer

Executives stated the company would be 'very profitable' without the AZT investment, estimating that earnings would have been approximately $0.56 per share. The goal for recurring revenue is to double it in the next 24 months and achieve a minimum of 10-15% annual growth.

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William Lauber's questions to CSP INC /MA/ (CSPI) leadership • Q4 2024

Question

William Lauber of Visionary Wealth Advisors asked about the company's potential earnings per share if the investments in the AZT PROTECT division were excluded, and inquired about the long-term internal goals for recurring revenue as a percentage of total sales.

Answer

Executive Victor Dellovo confirmed the company would be 'very profitable' without the AZT PROTECT investment, with Executive Gary Levine later quantifying this at approximately $0.56 per share. Regarding recurring revenue, Victor Dellovo stated the goal is to double it again in the next 24 months and achieve a minimum of 10-15% year-over-year growth.

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