Lee has helped our company in several areas, starting with a DiSC Lunch & Learn program we requested. We appreciated his efforts in our Engagement research, as well as his work on our purpose statement. I've read 2 of his books on leadership & use many of the...
We're a family-owned manufacturing company and we've used Lee to help the members of our Sales team and other executives better understand themselves and ways to improve their ability to build even more effective relationships. Everyone completed a DiSC assessment and...
I was looking for a solution for a pilot Leadership Development program we were creating for a select group of high potential leaders. We required a customized solution as we wanted to keep it relevant to the reality of our business and the various levels of our...
Jay has a clear understanding of the M&A process involved in ESOP transactions used for exit plan and a financing tool for acquisitions along with his ERISA expertise. This is unique and important because many ERISA attorneys have difficulty understanding the...
Jay has represented me in my capacity as an ESOP trustee, drawing up plan and trust documents as well as transaction documents, he provides legal due diligence reviews for transactions; he has advised & assisted with transaction negotiations, and he can handle...
Tim Stewart has been our ESOP attorney for five years. We initially hired him because of his deep technical expertise on ESOP plan design and administration. We were very impressed by Tim's knowledge when we saw him speak and networked with him at ESOP Association...
One Source worked closely with Tim Stewart to form our ESOP Trust and draft all the relevant documents in 2014. Then in July of 2015 as we got ready to close, Tim worked tirelessly accumulating the massive piles of documentation required to get the transaction done....
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....
I’d give Patrice a "5" rating without hesitation. Patrice’s approach to our valuation was methodical, well researched, and most importantly, made sense to us. She took the time to get to know our business in great detail, both inside operations and external markets....
We've worked with Jamie for about a year, and he's been fantastic to deal with; they all are at First American - but Jamie has been truly outstanding. He was an excellent choice to do the second round of our bank financing, he handled our case quickly and...