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Testimonials

Intermediaries
Industry
Buyer or Seller
 
 

Thank you and Mike for working through the commission agreement with us also. This transaction has been challenging for sure and appreciate all your hard work moving it forward. Thanks Josh.

Jeff Husby, Seller
Heartland Aviation

We at Hawthorne enjoyed working with a professional group like CBS. They were instrumental in getting our transaction completed and showed a strong understanding of the acquisition process that was very helpful.

Will Harton, VP-Corporate Development, Buyer
Heartland Aviation

Five Lakes Investments would like to thank Josh Phillips for the excellent job he did in listing our building. Being from Milwaukee and not having real estate as our core business, Josh coordinated all of the mowing, snow plowing and maintenance that would have been very tough for us to handle. Josh kept us informed in all aspects of the listing and sale. I would recommend Josh on any project in the Fox Valley/ Green Bay area.

Mark Charlton, President, Tech Financial Services, A Division of Five-Lakes Financial, Inc, Seller
2160 Holmgren Way

Creative Business Services / CBS-Global was great to work with. Josh was always quick to respond with any question I had.

Travis & Jessica Ullmer, Buyer
2160 Holmgren Way

Great experience working with Josh on purchase of the Vacant Land at 1738 Allouez. Professional and transparent each step of the process is what I appreciated, very easy to deal with and understand. Thanks Josh, looking forward to the next deal together!

Bhemaswara RamaKrishna Rimmalapudi Srinivasa, Buyer
1738 Allouez Ave

Thank you both for bringing Valley Pattern Inc to my attention. The offering book you prepared about the company accurately conveyed the great opportunity it truly is and answered many of the questions early on that I might have had. The material was informative and factual. The investment meets all of my criteria. Thank you also for working with my attorney and banker to make this deal a reality. I’m excited to grow the business to a new level!

Nate Charles, Buyer
Valley Pattern & CBAF

Thank you Josh and Michael for helping us to sell our company. We elected to work with your firm because of your strong track record and your reputation as trusted M&A advisors. We were not disappointed! From the valuation you prepared for us, to the marketing materials produced by your office, to the qualified buyers you presented for our consideration, to the offer we accepted in the end, to nurturing our new relationship with our buyer, to your negotiation skills and overall professional expertise, you truly helped us achieve our goals. Though the transaction was complicated, you were up for the challenge, resolving every concern that arose – all the while maintaining friendliness, a personable demeanor and optimistic attitude. Though there were many moving parts, you kept everything moving forward to a successful closing, giving us sound advice and coordinating activities with our attorney and accountant as well as the buyer’s advisors and bank. We could not have been better represented or better served.

Tom Tittman, Tim Ganzen, Paul Stoeger, Seller
Valley Pattern & CBAF

Both Ken and I were extremely impressed with Josh’s professionalism, and ability to keep the project rolling smoothly. We knew Josh was extremely qualified from previous references, and he stood up to his reputation by providing over 20 qualified buyers for our company. Not only did Josh get us top dollar, he also worked with our CPA to save us additional monies. You only get to sell your company once, so make sure you trust the best. We would highly recommend Josh Phillips.

Ken and Nancy Bowman, Seller
Mountain Stone Works

We wanted to sell our store and make certain the long-standing employees who helped us grow our brand would be taken care of. It was important to us that the business broker we hired would understand that, and work to find a buyer that had similar management style as we did. We feel we have found that in Pat, and we are eager to see him grow the store beyond what it is today. He will do well! Josh understood the many parts of selling our business and did a great job navigating the many moving parts and explaining the process and solving the issues as they arose. We would recommend Josh Phillips again.

Wayne Campbell, Seller
Edible Arrangements

Josh has a passion for not only helping his client, but by communicating efficiently and effectively to make sure that both parties can come to an agreement. Edible Arrangements, thanks to its amazing guests, is propelling into it’s future. Continuing to provide delicious chocolate covered fruit in beautiful arrangements, but also now serving smoothies, donuts, delicious drip cakes and so much more! So much fun and excitement thanks to our amazing guests!

Pat O'Connell, Buyer
Edible Arrangements

Great experience working with Josh on purchase of our 34,000 sq ft warehouse facility with multiple tenants. He handled all the details including putting leases in place for current tenants to satisfy bank requirements. Professional and transparent each step of the process is what I appreciated, very easy to deal with and understand. Thanks Josh, looking forward to the next deal together!

Kurt Kindsgrab, Buyer
3030 Holmgren Way

I contacted Josh Phillips through a referral from my attorney. Josh immediately came down and evaluated my real estate and business, and within 1 month was able to secure an offer from a qualified buyer. Josh worked hard to handle all elements of the transaction. He is truly a seasoned professional who knows exactly what needs to happen, and when, to make sure a complicated transaction is successful. When looking to sell your company or real estate, I would highly recommend Josh Phillips.

Myron Rabinovitz, Seller
1738 Allouez Ave

We appreciate your professionalism and expertise on the sale of our building. You really were aggressive and got the job done for us. Your ability to obtain so much interest in our old building was impressive, and we know you put in many many hours to get the job done for us. We will be contacting you in all future ventures that we may have.

Edward J. Oleyniczak Jr., P.E., Seller
1740 Riverside Dr

Thank you for helping us sell our greenhouse in Pulaski. We know that you spent a lot of time on this. Although this is a sad day for us because we have worked so hard growing this greenhouse business to what it is today, we know it is time. Thank you for taking the time to understand what we wanted to get out of this sale and for always being there for our questions and concerns. We hope Jon has as many great years here as we have had. Thanks again!

Grant and Joan Wery, Seller
162 W Pulaski St

The sale of our business involved some very difficult and lengthy legal negotiations as we dissolved a partnership. It was very frustrating for us, but our agents, Gary (Van Sistine) and Josh (Phillips), didn’t panic. They kept everything moving forward, always communicating with the buyers and lawyers and accountants from both sides. Without them, we wouldn’t have gotten the deal done. A very professional team.

Jeff Vander Zanden, Seller
Auto Paint Specialists

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