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Phil facilitated a leadership retreat for our firm over a two day period, a retreat that all involved deemed to be very successful. His objective approach and style in facilitating the discussions enabled us to address and resolve topics that often cannot be addressed without an independent facilitator. Our retreat with Phil jumpstarted several strategic initiatives that have resulted in significant, measurable improvements to the firm, both operational as well as financial.

John D. Geraci, CPA, MST Partner LitmanGerson & Associates, LLP Woburn, MA December 17, 2014