Our Company hired Cooper, Travis & Company at the end of a several year recession in the construction market which began around 2008. At that time competition in the East Tennessee market was brutal, to say the least. Pricing was such that all contractors seemed to be pricing jobs with no profit to make payroll. There was not enough work to go around and we needed to get our arms around what our indirect and overhead costs were and how to track them to assure we had them covered in our bids.

Cooper, Travis personnel were there to take us through the process of understanding what our indirect costs were and testing our methodology and bid model. We took our existing bid model and changed our approach which actually, in the end, simplified our bid process. We learned that for any bidding method to be viable it needed to be tested and proven.

Cooper, Travis also took a hands-on approach to assisting with a restructure plan to streamline accounting department roles and responsibilities and gave many helpful procedural suggestions.

In 2016 we made the decision to strategically merge with a larger national firm as an integral part of our succession plan and my eventual retirement. Cooper, Travis worked directly with us during the process providing helpful advice on how to structure the transition for tax purposes to benefit our interests. We feel as though we have had a valued partnership with Cooper Travis and have recommended them highly. ~ Ms. Donna Johnston Engert Plumbing & Heating, Inc.