Case study
A restaurant group cuts its tax bill with better structure
Outcome
● Measured
$186K
saved over three years
Client
Owners of four restaurants
01
The challenge
Four restaurants were run as separate companies with different year ends and no retirement plan.
02
What we did
We aligned the entities, added a cash balance retirement plan and timed equipment purchases.
03
The result
The owners saved $186K in tax over three years and now fund retirement through the business.
Daniel Ortega
Lead advisor · CFP®
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Illustrative case study. Results are specific to this client and are not a guarantee of future outcomes.
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