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. David Bolin, Managing Director Accent on Independence 11949 W. Colfax Ave. Lakewood, CO 80215 303-331-0818 Assoc: Client/ESOP Installation/ESOP Trustee Services |
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 |
| Joan Cannon, J.D. McGrath North 1601 Dodge Street, Suite 3700 Omaha, NE 68102 402-633-1430 Professional Association; ESOPS |
Keith Davis, J.D. Davis Schilken, P.C. 523 Park Point Drive, Suite 350 Golden, CO 80401 303-670-9855 Professional Association: Valuations |
| Mr. James Doidge, CFP, CLU, ChFC Investment Advisor 2931 8th Ave. Pueblo, CO 81008 928-600-0401 Professional Association: FLPs, ESOPs, Val., Securities |
Mr. Kevin Forbush, J.D. Forbush Legal, PLLC 902 S. Weber Street Colorado Springs, CO 80903 719-444-0300 Professional Assoc: Valuations & ESOP |
| 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. Larry H. Gustafson, President Larry H. Gustafson & Assoc. 3900 East Mexico Ave., Ste. 608 Denver, CO 80210 303-691-5078 Personal & Business Association/Insurance |
| 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 |
Deb Hermanson, Senior V.P. The Bradsby Group 1700 Broadway, Ste. 1500 Denver, CO 80290 303-813-8100 Professional Association: ESOP Trustee |
| Judith Howard, J.D. Howard & Associates, P.C. #7 Third St., SE Minot, ND 58701 701-852-5904 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. Darrel Johnson, J.D. Graber & Johnson Law Group, LLC 701 Vilymaca Street Elkhart, KS 67950 785-565-0104 Professional Assoc: FLP Valuations |
Mr. Peter Langdon, J.D. McGrath North 1601 Dodge Street, Suite 3700 Omaha, NE 68102 402-633-1425 Professional Assoc: ESOP Engagements |
| 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. Benjamin D. Miller, ASA, Principal Clifton Larson Allen 102 S. Tejon St., Ste. 350 Colorado Springs, CO 303-265-7811 Professional Association: Valuations, ESOP |
| Mr. J. B. Morgan, J.D. Handy & Morgan 1409 Precinct Line Rd. Hurst, TX 76053 817-284-2262 Professional Association: Valuations/FLPs |
Garret L. Wilson, JD Garrett Wilson, PC 1204 17th St. Hondo, TX 78861 830-426-2777 Professional Association: Valuations |
| 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 |
Charles D. Lieser, JD Charles D. Lieser Attorney at Law 2304 Lakeside Drive Arlington, TX 76013 817-914-0157 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 Roberts, JD Glast, Phillips, & Murray 14801 Quorum Drive #500 Dallas, TX 75254 972-419-7189 Professional Association |
| Jim Chapman, CEO Christ Body Ministries 850 Lincoln Street Denver, CO 303-332-6376 Personal Association |
Ralph Nussbaum Ralph’s Consulting 14444 Peaceful Glen Grv. Colorado Springs, CO 80921-2822 719-210-8348 Personal Association |
| Craig Glass, Founder/President Peregrine Ministries International 15728 Paiute Circle Monument, CO 80132 303-332-6376 Personal Association |
Anthony Myers, Esq. Private Law Practice 6315 Colony Circle Colorado Springs, CO 80919 719-649-3927 Professional Assoc: Valuations |
| Glenn Perlinger, President Perlinger Consulting, Inc. 3719 E. Arrowhead. Rd. Littleton, CO 80123 Professional Association: IT |
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