Our years of experience selling companies and our success in presenting business valuation workshops and seminars, sponsored by various banks including US Bank, Bank of America, major law and CPA firms, State Bar Associations for continuing legal education, trade associations and other institutions and organizations has given us the credibility and tools to discuss value with anyone. Scroll through our testimonial letters from past seminars and workshops to see how PGI rates with sponsors and attendees.

Bank of America Merrill Lynch

Bank of America Merrill Lynch

May 11, 2010


Dear Rick, Brent and John,

Thank you for sharing your workshop "How to Increase the Value of Your Business." Your presentation was well received by our clients and exceeded their expectations. Our clients were very complimentary about the content and format of your presentation. They felt it was worth the time spent and found the workbook to be a valuable resource to help them evaluate and enhance the value of their business.
Again, thank you for taking the time from your day to speak to our clients.

Sincerely,

Carole A. Bentley

UnionBank

UnionBank

March 15, 2010

Dear Rick:

Two weeks ago, we gathered about 20 clients and prospects together for lunch to hear your presentation on increasing the value of their respective businesses. Your team • from Piper Group (Brent Freeman and yourself) was joined by John McCormick (Sussman Shank). Together you provided us with a fast•paced and highly informative overview that gave our guests a number of practical ideas and tools to take back to their offices.

As a bank we are committed to our clients’ success. One of the best ways I know to do this is to provide “value-added” services. Your seminar is at the top of our list.  One of our guests has this to say about your seminar “Thank you for the invitation to the seminar today, it was perhaps the best use of two hours I have experienced in years- full of practical advice we can begin to use immediately”.  Having served as the CEO two companies, I know how important getting good financial information can be. The methodology you apply to recasting the balance sheet and income statement for business valuation purposes is a great tool for "taking the noise out of the numbers". We welcome the opportunity to invite you back to meet with another group of cur clients and prospects. Our thanks to you and your team for investing the time and effort.

Regards,
Ty Pettit, VP - Business Development

AKT LLP

AKT LLP

May 26, 2009

Dear Rick,

We appreciated your delivery of the "How to Increase the Value of Your Business" workshop. It was well attended by our middle market clients. They found the Q&A section that highlighted your years of experience in selling and buying companies particularly useful. Those types of professional tips just can't be found in a textbook. Thank you for taking the time to share your knowledge with us.

Regards,

Nancy Horton, CPA, CM&AA Principal

AMSPACHER & LEWIS, P.C.

AMSPACHER & LEWIS, P.C.

July 23, 2008


Dear Rick,

Thank you so much for presenting your seminar to our clients.The response was unanimously positive.We received a better response from your invitation than any workshop we've ever done.

Again, thanks for your excellent presentation.

Best regards, Michael C. Amspacher, CPA

Joner Law Firm, PLLC

Joner Law Firm, PLLC

July 2, 2008

Rick,

I recently attended one of your seminars and was very impressed with your presentation. You offered information on methods of business valuation that was unusually practical and your 40 initiatives for building additional value were so easy to understand and implement that I was immediately able to use them not only in my own business but also for several of my small business clients.


I work with a number of small business clients who have been putting their heart and soul into their businesses for many years and have finally realized the necessity of planning for business succession.  One area that seems to consistently present a certain amount of “mystery" for these clients is the concept of valuing their businesses as they make plans to transition out of those businesses. Your material does a fantastic job at removing this "mystery" and enables my clients to understand some of the valuation concepts that have overwhelmed them in the past so that they can plan to move forward with their succession planning.Your materials truly have made a difference in my client's lives.

Thank you for helping my clients understand these important concepts and for making my job a little easier! Keep up the great work.

Sincerely,
Loren Joner

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