Client Voices
In Their Own Words — Owners Who Have Entrusted EPS, LLC
The most meaningful measure of our work is not what we say about ourselves — it is what our clients say about the experience, and the outcomes they achieved.
The following testimonials are shared with the permission of our clients. Out of respect for their privacy, names and company identities have been withheld. Each represents a real engagement, a real owner, and a real outcome.
What they say
Exit & Ownership Transition
Dyanne’s professional and knowledgeable approach to our business succession planning was second-to-none. Dyanne is a listener; she focuses on our needs and absorbs everything we discussed. Only when she had a full understanding of our direction did she then formulate a plan that fit perfectly with our end goals. We always felt like we were in good hands and quickly came to appreciate her candor, her energetic style, and her ability to exceed our expectations at every turn.
Owner — Distribution & Services Company
Dyanne helped us clarify our ownership transition objectives and then provided a comprehensive Business Ownership Transition Guide that addressed each of our goals. She listened first. Then offered expertise with regard to ownership transition strategies, key employee incentive plans, business continuity and retirement income needs. She developed and directed an Action Checklist for us and our Advisory Team to follow. It proved to be most helpful. She turned a process that we were dreading into a positive experience.
President & Owner — Wholesale Supply Company
As a second generation, majority owner of a manufacturing company, Dyanne was a tremendous resource in the development of my own succession plan. After successfully completing a transaction with my father, I was tasked with the responsibility to do the same for the next generation. Dyanne proved instrumental in helping ask the right questions, update essential documents and formulating options to match my stated objectives. I would highly recommend Dyanne if you are considering tackling this critical planning issue.
CEO — Precision Manufacturing Company
Our firm has had the pleasure of working with Dyanne for over 15 years. As we were developing a succession plan, Dyanne was instrumental in helping us design and implement a strategy to enhance our individual retirement security. Now some fifteen years later, as we begin to transition from our day-to-day involvement in the firm, her plan is facilitating an orderly departure. It works just as it was designed to do. Financial independence is achieved. We would highly recommend Dyanne to anyone considering her resource.
Chairman of the Board — Engineering Firm
I was impressed when you took what I thought was a complex problem and broke it down into a step-by-step Action Plan. You took my objectives and in a couple of days produced a Plan on how I could achieve them all. During implementation, you tapped into your vast network of professionals. It was truly a pleasure to collaborate with you during this critical phase of my life. One thing you said, that is absolutely true, is that it is never too early to start planning an exit strategy.
President — Mechanical Contracting Company
Discussing ownership transitions with partners can be sensitive, complicated and at times difficult. Left to our own devices, it was avoided. Dyanne’s professionalism, expertise and calming personality quickly earned the trust of my partners, and we have made tremendous progress toward reaching our goals in a short amount of time. Dyanne has proven to be a valued team member, and I would highly recommend her to any business owner.
President — Technology Services Company, 90+ Employees
A Note on Our Work Together
“Making plans for my future has been the single hardest thing I have ever done. Starting a business was full of youth, energy, and excitement. Leaving a business is host to making the right decisions for a future that provides the fruits of your labor. Today I sleep at night knowing I am truly clear about my future, as well as the company.”
Founder & President — Service Business, Minnesota
What they say
Key Employee Incentive & Retention
I wanted a plan that rewarded my key team members when I was rewarded but also did not if we did not do well. Dyanne fulfilled those needs beyond expectation. I immediately got pulled aside by each member privately to let me know how much they appreciated working for someone who not only says they care but shows it. A win for them is now a win for me. I now have the ‘buy in’ that I had been searching for. I highly suggest — if rewarding, retaining, or recruiting key talent is something you have considered — get Dyanne on your side. You will profit from it.
President — Mechanical Contracting Company
The impact of implementing our KEIP Plan has exceeded any expectation I may have had. What I was most impressed with, and did not expect, was her level of engagement and helpfulness in the years following implementation. So many people “make the sale” and fall short of honoring the service aspect. Dyanne continues to offer guidance with year-end reporting, participant communications and suggestions for improvements. In our last Annual Meeting, our Key Managers asked, “How can we bust through next year’s goals?” Talk about music to the owner’s ears.
President — Distribution Company
You brought tremendous knowledge to the table and were able to explain the various plan designs, advantages and disadvantages of each, and their tax implications for the company and key participants. This helped us choose and implement the optimum plan. We also appreciated your open discussions and coordination with our tax and legal advisors, without which we would not have reached our goal. Your persistence and patience throughout this process was very much appreciated by all.
CEO — Electrical Contracting Corporation
We are a 65-year-old family business in the process of hiring our first outside, non-family executive. We interviewed several compensation consultants and concluded Dyanne’s style and experience would be the best fit. She “thinks like an owner.” Her process was efficient and effective. We worked through and modeled several alternatives. Her spreadsheet modeling experience helped us clarify and simplify the formulas. We received tremendous value and finished the project in record time.
Owner — Multi-Generational Family Business
Dyanne is a dedicated professional whose mission is to offer superior service and expertise. She helped our company with the design and implementation of an Incentive/Retention Plan that produced a win-win for the participants and for our company. She took the time to explain options, tax ramifications and to educate our people on the potential benefits. Her approach is straightforward, thorough and centered on helping us reach our objectives.
President — Energy Distribution Company
It was Dyanne who stated you should “build, incentivize and then retain” people in your organization. This became my focus for developing the plan. Dyanne was exceptional at listening to my thoughts and utilizing her industry knowledge to help establish a written leadership program. With her tenure in her profession we had no concerns or doubts that the results would be highly effective in accomplishing our goal of retaining our key people.
Owner — Engineering Consulting Firm