Our company was very fortunate to find Nina when we did. We had been working with a different company on our 401K plan, taxes and compliance and had been looking for an alternative. Nina came to our aid to make sure we met all our regulations and filed our 5500 taxes...
Merri Ash is extremely easy to work with and very knowledgeable about ESOPs, working with her gives us a great sense of comfort. We have about 130 employees at several locations, and every year, she meets with them to give a progress report. She really puts a...
I have known and worked with John Kober for nearly a decade. John has been a trusted legal and financing advisor throughout this period. He was instrumental in setting up the deal that took our company to a 100% ESOP-owned entity, as well as the deal that successfully...
We've only worked with Carla for a year; we've found her to be exceedingly knowledgeable in the areas of ESOP administration and ESOP law. She's very easy to communicate with and very accessible. She's been most helpful for us in an advisory,...
I rate Carla Klingler as a 5! She is wonderful. I have worked with Carla on our ESOP since 2004. ESOP administration can be very confusing, to say the least, and the laws seem to be constantly changing. I have found Carla to be extremely knowledgeable about the...
We met John last January, have known him for 7 months now. He was the quarterback when we were putting together our ESOP deal. He's very knowledgeable and seemed to know everything that went on with the ESOP; more importantly, he referred us to other people who...
Robert Hicks gets my highest rating, I would enthusiastically recommend him to anyone who needs ESOP work. He's connected to the ESOP community, including many legal advisors, and he knows where to get answers, and how to get them. He stays abreast with changes in...
Chris does valuations of our company stock, his analysis is detailed and comprehensive, and I can always trust the number he comes up with. He's valued our stock since 2004, and in all the years, we've been very happy with his performance.
Bob is very easy to work with, very through and uses very technical valuation methodology. He knows technical valuation very well, but can communicate the business aspects of that methodology in a very accessible manner. He writes very detailed valuation reports with...
I’d give Aaron the highest marks in all categories. We’ve been an ESOP for a long time, it's a very mature ESOP, 100% employee owned. We were dealing with another appraiser firm in California that had been acquired by Acclaro. It was in the midst of...