Kirk did a great job speaking to a group of trusted advisors of mine, on divorce and the valuation issues he sees throughout the process. The group was impressed, and I was told it is something they will be discussing with their clients. He made me look good, gave me something material to discuss with existing clients and their kids. Most importantly, it has led to a referral.
For the past 6 years I have been asking people in the industry why lenders require a copy of the complete Trust Agreement when title is in held in Trust. I've never gotten a good answer until I was in an elevator with Larry going to an All Cities meeting!! Larry is a title expert with Old Republic Title and he knows his stuff!!
Lenders , American Advisors Group
Valerie Dufix of Dufix Business Loans has used her extensive experience in commercial lending to find available lending solutions for businesses that do not at the present time qualify for traditional bank financing. Valerie reached out to me to consult with one of her many contacts about a pending business dispute.
Attorney , Howard M. Loeb P.C.
I was referred a client for a reverse loan who I was unable to help, however I knew someone who could satisfy a unique mortgage situation and I had Joel handle this client's transaction. He did a superior job of setting up financing for this client to the client's complete satisfaction in a very short period of time. Thank you Joel for your professionalism and not having "step #3".
Lorraine Jones Jones
Lenders , Option Funding, Inc.
I would like to thank Valerie Dufix of Dufix Business Loans. Valerie provides conventional (and less than conventional) business loans to business owners and can do so quickly. Valerie referred a business owner to me that is looking an accountant to provide tax and accounting services as well as tax planning specific to his operation..
Accountant , Accuvisors
I need to thank Kirk Marangi with Kirk Marangi Economic Valuations. My client was working on a personal financial statement for her financial advisor and asked what value she should put down for her business. I reached out to Kirk and asked if there was a multiplier specific to her industry that could be used as an estimate and he immediately responded. My client was extremely happy and I know who I'll turn to when she does decide to sell her business. Thank you Kirk!