Testimonials
"Sharyl has been instrumental part of our valuation team for a number of years. As an ESOP-owned company, we depend on a reliable, accurate, and defensible opinion of value, which is precisely our experience. Our valuations are based on an in-depth understanding of our businesses, which are complex working in diverse industries. We enjoy working with Sharyl and would recommend her to anyone needing a valuation"
Spencer Coates, President - Houchens Industries
(Conglomerate - grocery, insurance, manufacturing, distribution, construction, consumer products, trucking, and more)
"You are truly one of the best (if not the best). You were the best part of this ESOP effort and I have nothing but the utmost respect for you. This was a very emotional and draining affair. I appreciate you and how you represent yourself."
Tim Markel, President – DIRTONU, Inc., dba Murow Development Consultants
(Construction – land development)
“My name is Jacquie Foss, and I am the CEO of Strategies To Empower People (STEP). As of 7/1/21, my agency is now 100% Employee Owned. As the process to sell my company began, it was overwhelming at best and I was introduced to Sharyl David who became my navigator, my guide and at times my interpreter of this new language called ESOP. Sharyl was also the calm voice when I did not feel so calm.
I needed to know what was fair, equitable, legal…, all those questions I asked myself. Sharyl was the steady voice that helped me understand what all the transaction and valuation lingo meant and how to structure a fair transaction. She communicated with the Trustees appraiser and after all the back and forth and the day of signing was upon me, I felt confident because of her support and guidance throughout the process.
This was and is the biggest decision I have ever made on behalf of STEP and when the day came, I could sign and agree to the terms because I knew what I needed to know, the offer was fair and my on-going relationship with my agency felt stronger than ever. I can attribute the confidence I feel now because of the amazing team I had around me and that Sharyl David was my advocate. Sharyl started out as a consultant and ended as a friend.”
Jacquie Foss – Strategies to Empower People
(Provider of support services to adults with developmental disabilities)
"Sharyl David has been with us from the beginning. Her professionalism exceeds all expectations, and she operates at the highest level. She provides service and guidance far beyond just the valuation, always remaining within the bounds of her professional standards. We find her insight very valuable and would recommend EquityBV to anyone seeking a valuation."
Spencer Frederiksen, Vice President – Syblon Reid
(General Engineering Contractor)
"It was in 2016 while looking to change our ESOP valuation firm that we first interviewed Sharyl David. Michelle McDonald (trustee) and I were very impressed with her knowledge of ESOPs and the valuation process but continued our search for a new firm just to see what else was available. Michelle and I attended the fall 2016 session of the California Western States ESOP convention and while there we listened to Sharyl give a talk during one of the offered sessions. Well, after the session was over Michelle and I knew we had found our new ESOP appraiser and hired Sharyl a few days later. Sharyl completed our 2017 valuation and we have never looked back. Sharyl’s knowledge far exceeds the world of Employee Stock Ownership Plans and has continued to be a huge asset to our company when unexpected issues popped up. We would recommend Sharyl to anyone that requires a company or ESOP stock valuation."
Don Smith, President - DHC Supplies
(Construction material supply)
"Sharyl has been involved in the valuation of our Employee-Owned business for 19 years. She is very thorough, has taken the time to learn and understand our Company, and become a trusted advisor. She is easy to work with, explains the logic of the valuation in understandable terms, and is always willing to answer our questions. We had a random DOL audit on our plan and as part of their investigation, they reviewed all of our valuations from our ESOPs inception. In the interview, there were very few valuation questions and the auditors spoke of the high quality of the valuations. Most importantly, Sharyl wants to ensure the price is fair and correct. I would recommend her to any ESOP company."
Doug Wright, President & Trustee - Mountain Hardware
(Retail)
"Sharyl has valued our business for nearly 20 years. She does a great job stimulating conversation to really get to know a client and their business. Her knowledge base is broad across multiple industries. She knows the questions to ask in conversation to get the information that is needed to accurately value a company. I would recommend her to anyone that wants to know the value of their business."
Rodney Rogers, President - Steward Richey Construction
(Construction)
"The employees of Union Fish Company bought the company in 1999 through an Employee Stock Ownership Plan. Knowing the fair market value of the Company’s stock is crucial to managing the ESOP and is necessary to meet the legal requirements of the ESOP under ERISA regulations. Furthermore, the ESOP trustee needs an accurate stock value to meet their fiduciary responsibilities. As a small privately held company, there is no public exchange to set our stock value and so we needed to hire a company that could perform an appraisal of our Company value each year. Since that first Corporate valuation and for every yearly valuation since then, we have worked with Sharyl David. For me personally, working with Sharyl has been great. Not only is she a true professional, who really knows her business, she is also friendly and knows our business."
Scott Smith, President - Union Fish Company
(Wholesale Distributor)
"Sharyl is thorough, and complete. She is extremely attentive, to accuracy and detail. Her ability to understand my business is uncanny. I trust her and highly recommend."
Matthew Leachman, President & CEO - Friedmans Appliance
(Retail)
"Frank and Grossman is a construction company with 20 years’ experience which heavily relies on its annual independent valuation. In working with Equity Business Valuations for several years we have experienced nothing but a high degree of professionalism, thoroughness and integrity with Sharyl David and her staff. Sharyl David always answers her phone, whether we are in the process of the valuation or not. We can discuss anything with her. We recommend the firm without reservation."
Gary Cooper CEO – Frank & Grossman Landscape Contractors, Inc.
(Specialty Contractor)
Spencer Coates, President - Houchens Industries
(Conglomerate - grocery, insurance, manufacturing, distribution, construction, consumer products, trucking, and more)
_______________________________
"You are truly one of the best (if not the best). You were the best part of this ESOP effort and I have nothing but the utmost respect for you. This was a very emotional and draining affair. I appreciate you and how you represent yourself."
Tim Markel, President – DIRTONU, Inc., dba Murow Development Consultants
(Construction – land development)
_______________________________
“My name is Jacquie Foss, and I am the CEO of Strategies To Empower People (STEP). As of 7/1/21, my agency is now 100% Employee Owned. As the process to sell my company began, it was overwhelming at best and I was introduced to Sharyl David who became my navigator, my guide and at times my interpreter of this new language called ESOP. Sharyl was also the calm voice when I did not feel so calm.
I needed to know what was fair, equitable, legal…, all those questions I asked myself. Sharyl was the steady voice that helped me understand what all the transaction and valuation lingo meant and how to structure a fair transaction. She communicated with the Trustees appraiser and after all the back and forth and the day of signing was upon me, I felt confident because of her support and guidance throughout the process.
This was and is the biggest decision I have ever made on behalf of STEP and when the day came, I could sign and agree to the terms because I knew what I needed to know, the offer was fair and my on-going relationship with my agency felt stronger than ever. I can attribute the confidence I feel now because of the amazing team I had around me and that Sharyl David was my advocate. Sharyl started out as a consultant and ended as a friend.”
Jacquie Foss – Strategies to Empower People
(Provider of support services to adults with developmental disabilities)
_______________________________
"Sharyl David has been with us from the beginning. Her professionalism exceeds all expectations, and she operates at the highest level. She provides service and guidance far beyond just the valuation, always remaining within the bounds of her professional standards. We find her insight very valuable and would recommend EquityBV to anyone seeking a valuation."
Spencer Frederiksen, Vice President – Syblon Reid
(General Engineering Contractor)
_______________________________
"It was in 2016 while looking to change our ESOP valuation firm that we first interviewed Sharyl David. Michelle McDonald (trustee) and I were very impressed with her knowledge of ESOPs and the valuation process but continued our search for a new firm just to see what else was available. Michelle and I attended the fall 2016 session of the California Western States ESOP convention and while there we listened to Sharyl give a talk during one of the offered sessions. Well, after the session was over Michelle and I knew we had found our new ESOP appraiser and hired Sharyl a few days later. Sharyl completed our 2017 valuation and we have never looked back. Sharyl’s knowledge far exceeds the world of Employee Stock Ownership Plans and has continued to be a huge asset to our company when unexpected issues popped up. We would recommend Sharyl to anyone that requires a company or ESOP stock valuation."
Don Smith, President - DHC Supplies
(Construction material supply)
_______________________________
"Sharyl has been involved in the valuation of our Employee-Owned business for 19 years. She is very thorough, has taken the time to learn and understand our Company, and become a trusted advisor. She is easy to work with, explains the logic of the valuation in understandable terms, and is always willing to answer our questions. We had a random DOL audit on our plan and as part of their investigation, they reviewed all of our valuations from our ESOPs inception. In the interview, there were very few valuation questions and the auditors spoke of the high quality of the valuations. Most importantly, Sharyl wants to ensure the price is fair and correct. I would recommend her to any ESOP company."
Doug Wright, President & Trustee - Mountain Hardware
(Retail)
_______________________________
"Sharyl has valued our business for nearly 20 years. She does a great job stimulating conversation to really get to know a client and their business. Her knowledge base is broad across multiple industries. She knows the questions to ask in conversation to get the information that is needed to accurately value a company. I would recommend her to anyone that wants to know the value of their business."
Rodney Rogers, President - Steward Richey Construction
(Construction)
_______________________________
"The employees of Union Fish Company bought the company in 1999 through an Employee Stock Ownership Plan. Knowing the fair market value of the Company’s stock is crucial to managing the ESOP and is necessary to meet the legal requirements of the ESOP under ERISA regulations. Furthermore, the ESOP trustee needs an accurate stock value to meet their fiduciary responsibilities. As a small privately held company, there is no public exchange to set our stock value and so we needed to hire a company that could perform an appraisal of our Company value each year. Since that first Corporate valuation and for every yearly valuation since then, we have worked with Sharyl David. For me personally, working with Sharyl has been great. Not only is she a true professional, who really knows her business, she is also friendly and knows our business."
Scott Smith, President - Union Fish Company
(Wholesale Distributor)
_______________________________
"Sharyl is thorough, and complete. She is extremely attentive, to accuracy and detail. Her ability to understand my business is uncanny. I trust her and highly recommend."
Matthew Leachman, President & CEO - Friedmans Appliance
(Retail)
_______________________________
"Frank and Grossman is a construction company with 20 years’ experience which heavily relies on its annual independent valuation. In working with Equity Business Valuations for several years we have experienced nothing but a high degree of professionalism, thoroughness and integrity with Sharyl David and her staff. Sharyl David always answers her phone, whether we are in the process of the valuation or not. We can discuss anything with her. We recommend the firm without reservation."
Gary Cooper CEO – Frank & Grossman Landscape Contractors, Inc.
(Specialty Contractor)
Equity BV offers clients the finest level of service available, with extensive corporate finance and business valuation experience. You’ve worked hard to grow your company. We can help with next stages. Whether you’re considering gifting, estate planning, contemplating an acquisition or merger, or simply want to know the value of your business, our expertise will help you make informed decisions with experts on your side.
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