Vice President of a Restaurant Equipment Manufacturers Representative Company

“AmbroseAdvisors were recommended to us by colleagues.  We had very little exposure with the succession planning process and ESOP option to keep our company and brand thriving in the future.  We also wanted to reward our team who has worked hard to build our reputation.  We had a few conversations regarding the process that were quite overwhelming for our small company of 30 employees but Michael, Phillip and the team consistently devoted their time to answer our questions and to make sure we were aligned throughout the process.  They provided a document that explains the entire process in phases that we still use as a reference.  We completed the transaction 6 months later with confidence that we did the right thing for us as sellers and our team for continued success.  Marcus has also been with us from the beginning to help us organize our board of directors, assisting with our new tax status and helping us to stay aligned and keep growing.  He is our guide as we move forward as our management takes the reins for the future.  Thank you AmbroseAdvisors.”