Don – CA
Just wanted to thank you for your help. It was an eye opening process for me. Your evaluation of my company’s worth was right on, versus a number of parties that I spoke with. And just going through talking with them I learned about what was important and what was not. I hadn’t realized that changing custodians was a bridge too far, until I really looked at it. The simpler this transaction could be, the better for all involved.
xxxx is a really good guy, and I think it’s going to be a good place for my clients, which is really the whole point of the exercise.
Leverage the Platform
Use the Marketplace and other relevant services to reach your objective.