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.
Tonkon Torp LLP
September 14, 2004
Dear Rick:
Thank you for your seminar presentation on June 30, 2004. I enjoyed your presentation and found it worthwhile and informative. Although we are not in the valuation business, it is always helpful when our business lawyers can discuss valuation concepts with the closely-held companies we represent. I found your seminar insightful and beneficial in this respect and would recommend it to others who want to learn more on this topic. I also found the materials to be helpful and plan to use them as a reference source.
Thank you again,
David Copley Forman
STOEL RIVES LLP
April 20, 2005
Dear Rick:
Our mergers and acquisitions group thanks you for the program by you and your colleagues with respect to the determining "street value" of closely-held businesses. Your seminar materials were very well prepared and understandable. We were impressed with the care you took to make sure the presentation was done just right. And a number of lawyers have commented to me that the subject you discussed will be helpful to them in their law practices.
I know these presentations take a lot of time and require significant attention, and we greatly appreciate the effort you made for our benefit.
Best regards to you, Mark, Dennis and Ken.
Very truly yours,
Edward L. Epstein
JEFFREY C. BODIE, P.C.
April 28, 2008
Dear Rick,
Thank you for your outstanding workshop on how to increase the value of your business, which you so kindly made to several of my clients and as well as fellow business owners who participate with me in the OK Group. Your presentation was very well done and extremely informative. I received good feedback from my clients and colleagues concerning both your content and format.
I greatly appreciate your taking time from your day to provide this valuable business information to my clients. It was a wonderful public relations program for me, while the same time giving my clients important information that will enable them to evaluate and enhance the value of their businesses. I understand I was the first to request such a presentation; undoubtedly, given its value, I will not be the last.
Again, thanks for your excellent presentation. I will look forward to working with you on future business transactions.
Sincerely, JEFFREY C. BODIE, P.C.
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
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
