President of a Fire Sprinkler Contracting Company

“AmbroseAdvisors and one of its Principals, Michael Harden, were instrumental in advising us throughout the process and getting the ESOP transaction completed. They were with us every step of the way. I am a CPA and tax accountant and was executor of the estate of the former owner and Ambrose managed to get the ESOP done at the end of April. There is a lot of things required to be done well before the closing which means lots of work was being done during tax season which is my busiest time. The fact that they managed to close the transaction as planned at the end of April is a real testament to how easy they made the process. Ambrose continues to provide great service in assisting with the compliance issues as the companies TPA.”