... I am paying your fee for (relatives), but told them “only if you do exactly as they tell you to do!” If they vary from your advice, they will be on their own.
Case Reviews
Track Record
Client Comments
I choose business advisors cautiously. You were recommended by some of my most trusted advisors. You earned your reputation in my book ... preparation was solid ... My confidentiality was preserved throughout the process. When obstacles came up, you were creative and delivered solutions ... I appreciate the way you conduct yourself and ... business. You were informed and perceptive throughout. Beyond that, you were diligent, honest and frank in dealing with all parties and their advisors. You earned my respect. Job well done!
Charlie Cohlmia
... a letter of thanks, commendation, and recommendation ... your skills and insights were instrumental in saving a 3 – way sale of business and real property ... reshuffling each party’s position and financial situation literally saved the deal. I would not hesitate to recommend your firm and its services.