Back to Recent Posts

Client Perspective: How Edelstein Guided a Client Through a Firm Sale & Acquisition

Congratulations to our client who recently had the successful sale of their business. We are happy that their hard work paid off and we were able to be part of the process. Below are some of the kind words our client provided to us in an email:

Advisory & Audit Partner, Bob Babine, was, “essential in helping prove out the fixed recurring revenue” which led to a successful valuation.

Tax Partner, Kate Rooney, was, “instrumental in helping run the early forecasting models and helping some of the partners with personal guidance on the financial impacts to their lives.”

Managing Partner, Scott Kaplowitch, “cleared the big walls with a sledgehammer.”

The email concluded with, “You are a great team, and I sincerely appreciated working with you on this. Thank you for everything – this has a major impact on my life, and I’m energized about my future.  You were all a part of that.”

Edelstein’s client service standards are high because they yield high results. We strive to make all of our clients feel energized about their future.

Posted In: News