Larry’s Testimony @ DOL Hearing

March 8, 2011 § Leave a comment

As promised, here’s a copy of Larry’s testimony at the DOL public hearing on the definition of fiduciary in Washington DC.

Hope you take the time to look at it and leave your comments!

Larry’s testimony

Larry to Testify in Washington

February 22, 2011 § Leave a comment

The Department of Labor’s Employee Benefits Security Administration (DOL EBSA) announced in a press release on December 22, 2010 that it will hold a public hearing on March 1 & 2, 2011 in Washington, D.C. on the proposed rule regarding the definition of a fiduciary, which included mandating all valuators of private company ESOPs be fiduciaries to the ESOPs they value.

The proposal will have far-reaching and detrimental consequences in the realm of Employee Stock Ownership Plans (ESOPs). Larry will be testifying against the proposal at the hearing in Washington next week. Feel free to send your thoughts to

We’ll post Larry’s speech once he returns, so check back in two weeks!

Houston Lawyers Vote Us #1 in Valuation!

February 22, 2011 § Leave a comment

Texas Lawyer‘s business department conducted its inaugural “Best of” poll for 2010.

The poll was sent via email to more than 38,000 Texas-licensed attorneys and consisted of forty categories encompassing legal support, business and lifestyle products and services. After tabulating several hundred completed surveys, Texas Lawyer published the results in a special supplement.

You can see us featured in the publication here.