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...
Glenn is real easy to work with, very experienced in the field, very likeable, have worked with him for several years. He makes sure to explain the legalities related to ESOPs in an easy to understand manner.
This was our first ESOP; Bob walked us through the entire process and gave us a good understanding of how all the pieces fit together. There is a lot of moving pieces in an ESOP, and he helped us not just with the valuation, but showed us the entire workings of the...
Tim Stewart has been our ESOP attorney for five years. We initially hired him because of his deep technical expertise on ESOP plan design and administration. We were very impressed by Tim's knowledge when we saw him speak and networked with him at ESOP...
One Source worked closely with Tim Stewart to form our ESOP Trust and draft all the relevant documents in 2014. Then in July of 2015 as we got ready to close, Tim worked tirelessly accumulating the massive piles of documentation required to get the transaction done....
I rate Patrice 5/5 stars. She's an excellent communicator and responds very promptly to questions. Her valuation report was very detailed, thorough and easy to read. It addressed all the Department of Labor requirements in conjunction with the Great Bank...