Elizabeth and I would like to thank you for your patience and help in our estate planning. Your knowledge regarding tax or estate advice is up to date and in our best interests. We would also recommend your services to anyone seeking up to date help. The paper work has been very complete and certainly shows that you took a genuine interest in our family and farm future.
In my role as a small business consultant with the Ontario Ministry of Economic Development and Innovation, I look to match professional resources with the needs of business owners and founders. I have known Peter Brown for many years and consider him a valuable member of my resource network.
Peter is one of those resourceful, knowledgeable professionals with a keen interest in helping business owners and their families succeed. Peter is one of those people I refer owners to when it comes to business succession or transition.
He is a C.A. and Certified Financial Planner - a combination that makes him a valuable resource for business owners. Moreover, he is an “entrepreneur”.
I met Peter when he presented at an association of which I am a member, I was struck by his knowledge and obvious interest in the subject of business families and family wealth. I have retained Peter and Copper Beech Company Inc. to review my situation and I have been very satisfied.
Peter has helped me develop a clear picture of where I stand, and helped me define my goals for my businesses and my family. He has also helped me outline the steps I need to take to pursue those goals. Peter has helped the organizational structure and helped define the goals for my business objectives. Connecting with Peter may be one of the best things that came from my attendance at the conference.
This letter is to confirm your recent engagement with Non-Destructive Testing Products and its associated Companies. A full financial and strategic review was performed by yourself and your Company and was found to be very professional and helpful.
The engagement provided strategic planning for up to 10 years, uncovered area of concerns as well as tremendous opportunity. Corporate structure was reviewed and changes made for the benefit of the shareholders and manager.
As a small business owner/operator, we sometime are so busy "rowing the boat" when we really should be "steering the boat"…. This review has got us back steering the boat as an owner should be doing on a daily basis. I would not hesitate to recommend yourself and your company to any small business owner/operator who needs to review short and long term strategies for their business.