Bradford Bach of Titan Technologies referred me to a client whose website was hacked, causing it to be blacklisted which resulted in loss of business for the client. Bradford communicated details of the situation so we could have a leg up on resolving the issues. We removed the malware that was injected into the website files, tested the website, changed all website-related passwords, made a full backup of the cleaned website, and followed up with delisting the client's website from blacklists. Further, this referral is considering ongoing business with Breakthrough SEO Marketing. Thank you Bradford very much for trusting us to serve your client and opening the door on a mutually beneficial relationship for all of us.
Web Development , Breakthrough SEO Marketing
Steve referred me to an entertainment transaction for equipment financing. He was very instrumental with referring the company to our bank, since it was a warm handoff.. The main issue was the client needed extended time to pay off the equipment that he purchased. The time needed was 10 years, we were able to figure out his true cash flow and the loan was approved. Thank You Steve, the loan should fund the first week in March.
Thank you William Bresee, Partner at Leech Tishman. On very short notice, Bill provided key contract language to protect my consulting company in an upcoming legal matter regarding expert witness work. I certainly want to provide professional services to a large construction company. But as a small business owner, it is imperative that my business interests are protected in the area of indemnification, just in case a countersuit arises. Not only did Bill provide good language, he provided it in a very timely manner. Thank you Bill!
Business Broker , Venture Investors Business Group
Thank you Michael Jones from Digital Evidence. Your witness prep guidance is really helpful in structuring an approach to upcoming expert witness testimony. I did not understand the importance of video deposition techniques. I also had no idea about expert witness rights. Michael Jones' guidance is really great!
Business Broker , Venture Investors Business Group
My thanks to Eric Shaw for referring me to one of his clients. While Eric was helping the company get better control of their accounts receivable, as he does so well, he uncovered their need for a revolving line of credit. Being an early stage company presents it challenges, but he has made the introduction and start of the process an easy one. A meeting with the Company is in the works, and we are coordinating with them for the full package of info needed to present to a lender.
Greetings Ramon, I really enjoyed our Troika after the ACN Woodland Hills meeting with you, Matthew Cohen, and Howard Loeb. It was a blast! Thank you for considering my firm's witness preparation services to prepare you for deposition and trial. I look forward to working with you to ensure that your testimony under oath is effective and powerful! Again, thanks for the consideration Ramon.
Greetings Alexis, Thanks for the shout out at the ACN Woodland Hills meeting. It was a pleasure to interact with you regarding your upcoming training video. I am confident the video will be a smashing success given the urgency of the subject matter. You are providing an invaluable service to business owners and employers in the state of California. All the best to your production efforts with the video!
Howard, Thank you for personally introducing me to litigator Michael Justice. That was very kind of you to do that. Also, I appreciate your consideration regarding engaging my firm's witness preparation services to prepare your client for deposition and trial. I am looking forward to assisting your firm with ensuring that your client is well prepared for direct and cross examination. Again, thanks for your kindness, Howard!
I have had the great pleasure to work with Lorraine Jones over the past 2 years and aside from being the most knowledgeable in Reverse Mortgages she has proven over and over to be one of the most thoughtful and caring person that I have had the opportunity to work with. We recently worked together in representing a handicapped woman wherein Lorraine selected me to sell her home in Redondo Beach and upon that sale Lorraine would provide a Reverse Mortgage for her to purchase a new condominium. I represented this woman on both the sale and the purchase. Lorraine handled the purchase of the condominium utilizing a Reverse Mortgage. This new loan went through easily and quickly within 30 days specifically because of Lorraine's knowledge and her highly skilled support team. The follow-up and communication between everyone was remarkable and so appreciated. It also became apparent to me from the start that the most important person in this transaction was always the client. Lorraine was looking out for her during the sale of her home as well as the purchase of her condominium making sure everyone was doing their very best and to close escrow on time. This was truly an amazing experience working with such a professional. Thank you Lorraine!
Real Estate Broker , RE/MAX ONE
Shout out to Peter Stephan- our illustrious Tax Resolution Go To Person. Peter, at SST Tax Resolution helps clients reduce their mind boggling, excessive tax assessments to a small fraction of what the taxing agencies originally wanted. About six months ago, Peter had a client who needed his expertise. Peter realized that the former accountant for the business overlooked the fact that significant tax credits( Research and Development Expenses –“R&D”)-in the hundreds of thousands of dollars- were available and were not used to reduce prior years’ tax liabilities. Peter asked Marcum to assist him in researching the “R&D” expenditures, from the accounting records, and analyze and determine the exact amounts available for use. We were able to commence work within a few days (there was a 10 day Statute of Limitations deadline) of his call. This resulted in insignificant tax recoveries, as well as the availability of credits to be used against future tax liabilities. Marcum and I thank Peter for the opportunity to work with him on this case