James Lisi is a wizard at providing rock solid, real-world valuations. His reports are thorough, well supported and highly defensible. He saved my best client from paying millions of dollars in unnecessary estate taxes.
Trygve Duryea, Chief Knowledge Officer
The Leadership Group
Those that I have referred have spoken highly of your services, the first to mind is my client SB Fish Market - Brian and Laszlo. Believe me it is great to have a valuation firm I can refer that truly knows SMB. Actually I think I am the one to benefit because you make me look good - the best kind of referrals to make.
James Cote, Estate & Gift Planning
Law Offices of James F. Cote
I appreciate that Jim is very knowledgeable, very experienced, prompt with replies and reports, and most of all I know that the end product will be solid.
Christine Roberts, Benefits & ERISA Law
Mullen & Henzel
Jim is my go-to provider for valuations of privately held business in the nonqualified deferred compensation arena, as well as for interests held by IRAs and qualified retirement plans. He is super responsive, thorough and knowledgeable of ERISA, as well as being a pleasure to work with.
Robert Forouhzandeh, Business, Real Estate & Employment Litigation
Local, hyper-responsive, independent and out-of-the-box analysis.
Robert H. Moorman, PhD
Frank Holt Jr. Professor of Business Leadership
Professor of Organizational Behavior
I am impressed that you have developed this manuscript while not an academic because business research has become more and more academic in its orientations. I think I read that only about 15 – 20% of PhDs actually publish a single manuscript in their career, so you are doing something that is fairly rare!