“As our outside CFO to assist with all matters of our business planning, they work with our attorneys, cpas and inhouse CFO to make sure our plans are being implemented. They have been instrumental in implementing our succession plan, executive benefits plans, asset protection plans as well as restructuring our business financing and business holdings.”

Harold Mast, CEO, BRT Transport, Parkesburg, PA

“The Valens Group has worked with us and our accountant to implement a business succession plan and estate plan that we can understand. They were able to incorporate income tax planning and asset protection planning as a part of the overall plan so we can feel confidant our planning addresses our goals.”

Barbara Spall, Owner, Spallco Rentals, Newark, DE

“They’ve brought us creative business succession and retirement planning ideas and helped create non-owner benefit plans so we can retain and reward our key personnel.”

Sam Miserendino, President, Spectrum Show Services, Bellmawr, NJ

“Joe, Jon, Chris and their group have been a part of our success by bringing us creative business strategies and a unique business perspective to help us control costs and taxes while planning for our succession and retirement.”

Patrick Sheridan, CEO, ICS, Marlton, NJ

“At first, I must admit, I thought your services would only duplicate what we were already doing or have done. But, your persistence and patience demonstrated that, not only are you in front of your competition, but you were able to add additional value along side our existing staff of advisors.”

Erich Burlefinger, Former Chairman and CEO, Burle Industries, Inc., Lancaster, PA

“Valens Group not only provides my customers with creative solutions, they also keep them focused on achieving their goals. They apply experience, creativity, project leadership and follow-though support to solve the transition issues of wealth.”

Thomas Burns, Senior Trust Officer, Keystone Nazareth Bank & Trust, Allentown, PA.

“Jay and his team kept us from making a mistake of selling our business at the wrong price with inferior terms. They were able to take the leadership position, re-worked our selling memorandum, orchestrated a mini-auction, found the ultimate buyer, negotiated the deal to closure and netted us a considerable premium.”

Robert Aungst Jr., Former President and CEO, Rich Maid Kabinetry, Myerstown, PA