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.
Red Highlighting: People with whom I have worked the longest.
Mr. John Pace, CPA
Pace & Associates CPAs, LLC
212 N. 6th St.
Alpine, TX 79830
432-837-3371
Personal & Professional Association/Valuations
Joan Cannon, J.D.
McGrath North
1601 Dodge Street, Suite 3700
Omaha, NE 68102
402-633-1430
Professional Association; ESOPs
Mr. James Doidge, CFP, CLU, ChFC
Investment Advisor
2931 8th Ave.
Pueblo, CO 81008
928-600-0401
Professional Association: FLPs, ESOPs, Val., Securities
Mr. Doug Goldberg, J.D
Goldberg Law Center PC
4003 N. Weber St, Suite G
Colorado Springs, CO 80907
719-722-2530
Professional Association: Valuations & ESOP
Mr. Shawn O’Keefe, Managing Director
Futurity First Summit Financial
600 S. Cherry Street, Suite 450
Denver, CO 80246
303-800-7283
Personal & Professional Assoc.: Insurance/Val/ESOP
Judith Howard, J.D.
Howard & Associates, P.C.
#7 Third St., SE
Minot, ND 58701
701-852-5904
Professional Association: Valuations
Mr. Darrel Johnson, J.D.
Graber & Johnson Law Group, LLC
701 Vilymaca Street
Elkhart, KS 67950
785-565-0104
Professional Assoc: FLP Valuations
Rebecca V. Jackson, J.D, LLM, CPA
Jackson Legal Services, P.C.
7035 Campus Drive, Ste. 907
Colorado Springs, CO 80920
719-266-8172
Professional Association: Valuations/FLPs
Mr. J. B. Morgan, J.D.
Handy & Morgan
1409 Precinct Line Rd.
Hurst, TX 76053
817-284-2262
Professional Association: Valuations/FLPs
Mr. Roger M. Norman, J.D.
Norman & Norman, P.C.
3200 Riverfront Dr., Ste. 100
Fort Worth, TX 76107
817-335-5000
Professional Association: Valuations
Mr. Rusty Welch, Senior Regional Vice President
Ohio National Financial
340 Lariat Ln.
Monument, CO 80921
719-661-4131
Professional Association: Securities, Insurance, ESOP
Jim Chapman, CEO
Christ Body Ministries
850 Lincoln Street
Denver, CO
303-332-6376
Personal Association
Mr. John Buckley, J.D.
Buckley Law Offices, P.C.
1277 Kelly Johnson Blvd., Ste. 250
Colorado Springs, CO 80920
719-447-8797
Personal & Professional Association/Valuations
Keith Davis, J.D.
Davis Schilken, P.C.
523 Park Point Drive, Suite 350
Golden, CO 80401
303-670-9855
Professional Association: Valuations
Mr. Kevin Forbush, J.D.
Forbush Legal, PLLC
902 S. Weber Street
Colorado Springs, CO 80903
719-444-0300
Professional Assoc: Valuations & ESOP
Mr. Larry H. Gustafson, President
Larry H. Gustafson & Assoc.
3900 East Mexico Ave., Ste. 608
Denver, CO 80210
303-691-5078
Personal & Business Association/Insurance
Greg Ring, CEO
The Giving Crowd
421 S. Tejon, Ste. 200
Colorado Springs, CO 80903
719-963-9225
Personal & Professional Association/Valuations
Mr. Gabe Hubbard, J.D.
Graber & Johnson Law Group, LLC
714 Poyntz Ave., Ste. C
Manhattan, KS 66502
785-565-0104
Professional Association: Valuations
Mr. Peter Langdon, J.D.
McGrath North
1601 Dodge Street, Suite 3700
Omaha, NE 68102
402-633-1425
Professional Assoc: ESOP Engagements
Mr. Benjamin D. Miller, ASA, Principal
Clifton Larson Allen
102 S. Tejon St., Ste. 350
Colorado Springs, CO
303-265-7811
Professional Association: Valuations, ESOP
Garret L. Wilson, JD
Garrett Wilson, PC
1204 17th St.
Hondo, TX 78861
830-426-2777
Professional Association: Valuations
Charles D. Lieser, JD
Charles D. Lieser Attorney at Law
2304 Lakeside Drive
Arlington, TX 76013
817-914-0157
Professional Association: Valuations
Jim Roberts, JD
Glast, Phillips, & Murray
14801 Quorum Drive #500
Dallas, TX 75254
972-419-7189
Professional Association
Craig Glass, Founder/President
Peregrine Ministries International
15728 Paiute Circle
Monument, CO 80132
303-332-6376
Personal Association