TRUST YOUR BUSINESS VALUATIONS,
ESOP TRANSACTIONS, FAMILY LIMITED
PARTNERSHIP DESIGN & VALUATIONS,
LITIGATION SUPPORT SERVICES, AND
BUSINESS TRANSITION ENGAGEMENTS TO US!
How do you know you can trust us to handle your ESOP implementation and ESOP distribution? Want to be assured that any one of our ASA business valuators can be an objective business valuation expert witness?
Here we provide a listing of references to relieve you of any questions regarding our reputation or our experience. Our associations with the following clients and professionals will confirm that we take our jobs seriously and treat our clients with respect and confidentiality.
| Mr. Kevin Forbush, J.D. | Mr. Michael Mulhausen, CPA | |
| Forbush Goldberg PLLC | Wealth Management Partners | |
| 902 S. Weber Street | 2085 Kahala Cir. | |
| Colorado Springs, CO 80903 | Castle Rock, CO 80104 | |
| 719-444-0300 | 303-758-9167 | |
| Professional Assoc: Valuations & ESOP | Professional Assoc: ESOP Engagements | |
| Mr. Doug Goldberg, J.D | Mr. Michael Norton, J.D. (former US Attorney) | |
| Forbush Goldberg PLLC | Thomas N. Scheffel & Associates | |
| 902 S. Weber Street | 3801 E. Florida Ave., Ste. 600 | |
| Colorado Springs, CO 80903 | Denver, CO 80210 | |
| 719-444-0300 | 303-759-5937 | |
| Professional Association: Valuations & ESOP | Personal & Professional Assoc: Valuations | |
| Mr. Rick Hale, CPA, ESOP Trustee | Mr. John Buckley, J.D. | |
| Rick Hale CPA and Company | Buckley Law Offices, P.C. | |
| 3200 Broadway, Ste. 240 | 1277 Kelly Johnson Blvd., Ste. 250 | |
| Garland, TX 75043 | Colorado Springs, CO 80920 | |
| 972-278-2286 | 719-447-8797 | |
| Professional Assoc: Client/Valuations | Personal & Professional Association/Valuations | |
| Ms. Jeanne McMains J.D. | Mr. Peter Langdon, J.D. | |
| National Christian Foundation | McGrath North | |
| 6911 Quiet Pond Place | 1601 Dodge Street, Suite 3700 | |
| Colorado Springs, CO 80923 | Omaha, NE 68102 | |
| 719-491-2145 | 402-633-1425 | |
| Professional Association: Charitable ESOPs | Professional Assoc: ESOP Engagements | |
| Mr. J. B. Morgan, J.D. | Mr. Bryce Schuettpelz, V.P. | |
| Handy & Morgan | Bank of Colorado | |
| 1409 Precinct Line Rd. | 421 N. Tejon St. | |
| Hurst, TX 76053 | Colorado Springs, CO 80903 | |
| 817-284-2262 | 719-304-5714 | |
| Professional Association: Valuations/FLPs | Personal & Professional Assoc: Valuations | |
| Mr. Darrel Johnson, J.D. | Mr. Larry H. Gustafson, President | |
| White & Johnson, P.C. | Larry H. Gustafson & Assoc. | |
| 701 Bilymaca Street | 3900 East Mexico Ave., Ste. 608 | |
| Elkhart, KS 67950 | Denver, CO 80210 | |
| 620-697-2163 | 303-691-5078 | |
| Professional Assoc: FLP Valuations | Personal & Business Association/Insurance | |
| Mr. Shawn O’Keefe, Managing Director | Mr. Adolphe Cyr, Financial Advisor | |
| Futurity First Summit Financial | Guardian Life | |
| 600 S. Cherry Street, Suite 450 | 17215 W. 17th Place | |
| Denver, CO 80246 | Golden, CO 80401 | |
| 303-800-7283 | 303-902-7160 | |
| Personal & Professional Association: Insurance/Val/ESOP | Personal & Professional Association: Insurance | |
| Mr. James V. Roberts, J.D. | Mr. David Bolin, Managing Director | |
| Law Office of James V. Roberts | Accent on Independence | |
| 8117 Preston Rd., Ste. 800 | 11949 W. Colfax Ave. | |
| Dallas, TX 75225 | Lakewood, CO 80215 | |
| 214-528-2822 | 303-331-0818 | |
| Professional Assoc: FLP Valuations | Assoc: Client/ESOP Installation/ESOP Trustee Services | |
| Mr. Paul Mason, J.D. | Mr. Roger M. Norman, J.D. | |
| Mason Law & Planning Group | Norman & Norman, P.C. | |
| 15765 Pineycove Court | 3200 Riverfront Dr., Ste. 100 | |
| Colorado Springs, CO 80921 | Fort Worth, TX 76107 | |
| 719-290-5218 | 817-335-5000 | |
| Professional Association: Valutions | Professional Association: Valuations | |
| Mr. Rusty Welch, Senior Regional Vice President | Mr. Benjamin D. Miller, ASA, Principal | |
| Ohio National Financial | Clifton Larson Allen | |
| 340 Lariat Ln. | 8390 E Crescent Parkway, Suite 500 | |
| Monument, CO 80921 | Greenwood Village, CO 80111 | |
| 719-661-4131 | 303-265-7811 | |
| Professional Association: Securities, Insurance, ESOP | Professional Association: Valuations, ESOP | |
| Rebecca V. Jackson, J.D. | Mr. Craig Glass, President | |
| Forbush Goldberg PLLC | Peregrine Ministries | |
| 902 S. Weber Street | 15728 Pauite Circle | |
| Colorado Springs, CO 80903 | Monument, CO 80132 | |
| 719-444-0300 | 719-229-8258 | |
| Professional Association: Valutions | Personal Association | |
| Mr. Jim Friedberg, Vice President | Mr. Loni Woodley, CPA | |
| Vectra Bank | Woodley Hilderbrand & Sanders, LLP | |
| 2000 So. Colorado Blvd. | 455 E. Pikes Peak, Ave., Ste. 305 | |
| Denver, CO 80222 | Colorado Springs, CO 80903 | |
| 720-947-7406 | 719-634-2815 | |
| Professional Association | Personal & Professional Association | |
| Mr. Greg Ring, CEO | Mr. Gabe Hubbard | |
| Fulcrum | Graber & Johnson Law Group, LLC | |
| 421 S. Tejon, Ste. 200 | 714 Poyntz Ave., Ste. C | |
| Colorado Springs, CO 80903 | Manhattan, KS 66502 | |
| 719-963-9225 | 785-565-0104 | |
| Personal & Professional Association | Professional Association: Valuations | |
| Mr. James Doidge, CFP, CLU, ChFC | ||
| Spence Cassidy & Associates, LLC | ||
| 10450 N. 74th Street Suite 110 | ||
| Scottsdale, AZ 85258 | ||
| 928-600-0401 | ||
| Professional Association: FLPs, ESOPs, Val., Securities | ||