Case studies
Decisions our clients made,
and what they changed.
Each story shows the situation, what we did and the measured result. Names and details are changed for privacy.
Founder, multi-location dental group
A dental group owner prepares for a $14M sale
$1.2M
in projected tax savings
Physician couple, both 54
Two physicians bring retirement forward by four years
4 years
earlier retirement date
Family-owned manufacturer, $22M revenue
A manufacturer turns a cash squeeze into a credit line
$3M
new credit line secured
Engineering executive, 41
A tech executive diversifies a concentrated position
62% → 18%
single-stock concentration
Retired teacher, 67
A clear plan after the loss of a spouse
90 days
to a complete, written plan
Owners of four restaurants
A restaurant group cuts its tax bill with better structure
$186K
saved over three years
Case studies are illustrative. Results depend on each client's situation and are not a guarantee of future outcomes.
By the numbers
Results you can
measure, year after year.
$1.4B
assets under advice
96%
clients who stay each year
2009
independent since
