About UsOur Team
Aspen Grove Investments specializes in certified valuations for businesses and farm corporations, merger and acquisitions, planning for ownership transitions and financial consulting for businesses and agriculture. We have deep experience with large public and private corporations, family businesses and cooperatives.
We have started, grown, acquired and divested of multiple businesses over the past thirty-five years and bring a unique blend of operational and financial experience. We will work with you to make your business more valuable, negotiate through problems to achieve results and develop and execute plans to transition the ownership of your business to the next generation.
Our Business Values reflect who we are and what we firmly believe in:
Respect. We realize that each business has unique features and issues. This uniqueness is critical to our approach to each engagement. We do not assume that we know what is best for each owner. We will listen carefully to the people we work with and help them to find the right solutions for their situations.
Integrity. We respect each individual, utilizing honest and open communication. We will challenge assumptions and offer alternatives, whether these are easy to discuss or not. We will maintain confidentiality in dealing with all clients. We will take responsibility for our actions.
Perseverance. We conduct our work with persistence to reach our clientâ€™s goals. Our focus is to listen more, understand more, comprehend more, reach for the best answers via processes and teamwork and increase the value we offer our clients.
Discipline. We will adhere to our values in all that we do. It is our belief that adherence to our values and process will lead to success for our clients. We will understand the end goals of our clients and customers. We will use proven processes and professionals to accomplish our mission.
Tenacity. We will not be discouraged or defeated. We will pursue our clientâ€™s needs and our business strategies tenaciously and with determination until we have achieved success. The greatest compliment we can receive is that our clients â€œwant us in their foxhole.â€
Aspen Grove is focused on four key areas:
I hold the Certified Valuation Analyst (CVA) designation through the National Association of Certified Valuation Analysts (NACVA). We provide valuations for purposes including business sales, minority discounts for partial interests and family limited partnerships, stock incentive plans and gifting in a wide variety of industries.
If your objective is to sell your business or acquire another company, we can provide a well-tested process, negotiating skills, confidentiality and experience to help you achieve your objective.
If your goal is an internal transition to family or employees, we have the proven experience and skills to negotiate the unique issues that will arise in what are sometimes extended transitions.
We have deep experience in business finance and operations. Whether you have inventory issues, need CFO-level expertise, need to re-structure your business financials or want to back up your successor for a period while they take over management, we can provide confident and experienced leadership to your organization.