Our clients have seen real, measurable change, and for that, our gratitude can’t be measured. Here are their stories.
Present Values Helps Investment Advisory Firm Chart New Growth Fund Evaluation Group
"John Handelsman brought a wealth of real world business experience to the table when advising and coaching me in my role as CEO. I deeply appreciated his ability to listen, ask targeted questions and then suggest strategic solutions. I regularly left meetings with John feeling encouraged and built up. John’s a good communicator and a seasoned leader with a servant’s heart. He’s a person from whom even experienced leaders and executives can learn a lot."
CEO of Epipheo
"We appreciated John’s leadership and vision, and the processes Present Values put in place for Al Neyer. He left us with a stronger balance sheet, record revenues and profits, and we were better positioned for growth locally and regionally. Present Values helped us discover and effectively engage in all the right issues."
James T. Neyer
Executive Vice President of Real Estate Development for ANI
"On two separate occasions we engaged Present Values and John Handelsman to evaluate our readiness for the equipment finance business. John and his team were thorough in getting to know our people and culture, and examining our existing commercial franchise against the prevailing market conditions. Their expertise and contacts in the industry were invaluable to the process. We accepted and agreed with their recommendations the first time to wait and then a few years later acted on their recommendations to launch. John stuck around to help us execute and implement..."
President and CEO of First Financial Bancorp
"We hired Present Values to present to our national sales team regarding the lease accounting change. Our desire was to fully understand the proposed accounting but also to develop a comprehensive list of potential strategic applications. Bill Bosco did a terrific job covering the technical side of the matter in terms that were totally understandable to sales professionals, and John Handelsman challenged us to creatively explore all appropriate proactive innovative product and market adjustments we might make. Present Values helped us prepare to continue to compete effectively in an industry where knowledge and differentiation are critical."
President and COO of CSI Leasing, Inc.