Testimonials Archive - Bellview Associates

SR1 Companies’ ESOP Transaction Keeps the Growth Rolling Under Family Leadership

“After we had a presentation with Bellview, the ESOP solution checked all the boxes,” he says. “We had a desire for growth. We had a succession plan in place and I was an owner who was ready to take a little bit of a step back so the company could continue to grow under Reid’s leadership.”

Turning Employee-Owned Keeps Love Communications’ Good Name and Great Culture Intact

“Every single person at Love contributes to our success and the share value,” Banks says. “Because everybody has an individual stake in it, I feel they work with even more passion and enthusiasm. It's awesome.”

Love Communications Employees at their annual workshop

Becoming Employee-Owned Has Paid Off Dividends for Haley Ward

Working with Bellview and becoming an ESOP was an overwhelmingly positive experience, St. Peter says, that he would recommend to other business owners, adding that the team was very innovative in building a personalized ESOP program for Haley Ward that would match it’s goals.

Transition from Family-Owned to Employee-Owned Gives Dennis Food Services’ Owner a Comfortable Exit

Thanks to Bellview Associates’ expert guidance, the ESOP has proven to be more than just a financial transaction—it’s a pathway to long-term stability and growth for both the company and its employee-owners.