Joe Brouillette

The Charbonneau Country Club and The Charbonneau Golf Club, Inc. operated in cooperation for many years as separate organizations.  Recently the community and the management of both organizations decided it was time to find a way to link both organization via merger. They knew this would be difficult because combining a non-profit community HOA with a for-profit private corporation would be difficult on many legal and tax levels.  We needed some good advice.

Our law firm, Tonkon Torp recommended Cogence Group PC and I’m glad they did.  We needed expertise to help us navigate the highly complex business and share price valuation issues we were facing.  We needed a defensible approach to share valuation and business value in order to craft the most fair and beneficial merger terms for all parties.

The services we received from Cogence Group were, timely, accurate and relevant in all of the matters they addressed. Frankly, they made an extremely complex valuation easy to both understand and communicate. I can comfortably say that we could not have done it without their assistance.

On top of it all, Jay, Erica and the entire staff were a pleasure to work with and served us very well.

I strongly recommend their services.


Joe Brouillette, Charbonneau Golf Club

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