ClickCease

J.P., ESOP trustee

J.P., ESOP trustee by an ESOP Advisor.

I rate Patrice 5/5 stars. She's an excellent communicator and responds very promptly to questions. Her valuation report was very detailed, thorough and easy to read. It addressed all the Department of Labor requirements in conjunction with the Great Bank agreement. Patrice is extremely knowledgeable about all aspects of different company valuation methods and does a very thorough analysis of marketplace and competition, with a full understanding of the client company and industry. It's been a pleasure to work with her.