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I wanted to take this opportunity to thank you and your team“I wanted to take this opportunity to thank you and your team for all your hard work on providing an opinion of fair market value regarding membership interests of my Company. You did a fantastic job in compiling all documentation in such a short time frame …. and I look forward to working with you in the future.”
We are especially impressed with CCA’s collaborative approach to meeting the needs of our client.“Convergent Capital Appraisers (CCA) has always provided professional and comprehensive valuation services for our clients. We are especially impressed with CCA’s collaborative approach to meeting the needs of our client. It has been a pleasure working with CCA over the years. They remain our go-to valuation professionals.”
I am very comfortable referring my clients to Convergent as I know that they will be well taken care of.“Convergent Capital Appraisers has performed appraisals for many of my Firm’s clients. Most of these appraisals were obtained for gift tax and estate tax reporting purposes. My Firm and our clients have been very satisfied with the services provided by Convergent. We have found the professionals at Convergent to be responsive and efficient. I am very comfortable referring my clients to Convergent as I know that they will be well taken care of.”
CCA is my only choice when I need valuations to assist clients who are transferring their wealth to the next generation.“Convergent Capital Appraisers is prompt, professional, and very reasonable in their fees, but more importantly, I feel that they are able to speak "English" in communicating complex concepts. My clients find them pleasant and comfortable to work with. CCA is my only choice when I need valuations to assist clients who are transferring their wealth to the next generation.”
We have found their services reliable, accurate, timely and cost effective.“Convergent Capital Appraisers has been providing our company with financial evaluations for a number of years. We have found their services reliable, accurate, timely and cost effective. All their staff members are personable and knowledgeable both in legal and practical measures. It is very easy to work with them, meeting our schedules and needs. We will continue to use their services and highly recommend them to all.”
I never had to worry about any bases being left uncovered. Thanks again!“Thank you very much for all of your work on the [Estate] project. I am so grateful for the tremendous job you and your team did ….. I never had to worry about any bases being left uncovered. Thanks again!”
You made the preparatory paperwork very easy which is much appreciated.“Thank you for your help in preparing the valuations for our gift tax returns. You made the preparatory paperwork very easy which is much appreciated.”
You did a great job!“It’s been a pleasure working with you again. I appreciate the good work and professionalism you have put forth on both projects. You did a great job!”
Additionally, my clients routinely comment on how easy it is working with the CCA team. I couldn’t ask for anything more.“In my practice, when I make a referral to a client it is a reflection on me, so I have to be absolutely confident that the referral is going to meet the expectations of my clients. I have that kind of confidence in CCA, they always produce a solid report on time and on budget. Additionally, my clients routinely comment on how easy it is working with the CCA team. I couldn’t ask for anything more.”
...well documented and authoritative.“I have reviewed the report prepared by Convergent, and in my opinion it is clear, well documented and authoritative.”
