This was our first ESOP; Bob walked us through the entire process and gave us a good understanding of how all the pieces fit together. There is a lot of moving pieces in an ESOP, and he helped us not just with the valuation, but showed us the entire workings of the...
We have used Acclaro for a number of years, and we have always been satisfied. Chris interviews our company leadership about business developments and always stays current with the situation. Our company has one of the oldest ESOPs in the country, it dates back to...
We worked with Jack since before the company became ESOP-owned in 2000. Jack brought a strong sense of strategic vision for company and the elements needed to assure that we succeeded in executing on the strategy. This is a talent that is often over looked in our...
Jack did a fabulous job for us. I was the CEO of an ESOP company with a CEO succession dilemma. I was having trouble moving forward with what needed to happen due to some complicated family dynamics. Jack recommended a 2-day retreat for 30 leaders in our company. Jack...
I rate Merri 5 out of 5, but she's really a 12. She's been absolutely outstanding for us, she understands the ESOP environment like few other trustees. She has long-term experience, over 20 years' worth, and a lot of valuable insight on how the ESOP community has...
Merri is a very dynamic individual and proactive in dealings. When our company became a 100% ESOP-owned sub-S corporation in 2004, she was instrumental during the transition. She is an absolute expert in the field of ESOPs, which she has demonstrated repeatedly from...
Merri Ash is extremely easy to work with and very knowledgeable about ESOPs, working with her gives us a great sense of comfort. We have about 130 employees at several locations, and every year, she meets with them to give a progress report. She really puts a personal...