Tom K. Stern – Pacific NW Properties LP

Posted by on Oct 14, 2014 in

Cogence Group has completed several entity valuations for us over the past 10 years. As a closely held business, we have several times wanted to sell shares within our family for implementing estate planning strategies. Jay Sickler and Lincoln Eckhardt have assisted us by compiling justifiable valuations for our entities in order to accomplish ownership transfers at proper values and with supportive documentation. With their reports we have been able to gift and sell ownership shares to the next generation and among family member.

Cogence Group reports have ALWAYS been completed within the timeline promised. After working with them numerous times, they are efficient, accurate, and very knowledgeable.