Success Stories
If you are wondering whether we are a good fit for your business, you are in the right place! These success stories provide examples of the tangible, significant results our clients experience, so you can rest assured knowing that our methods truly deliver.
A multi-million dollar increase at company sale
Middle Market Business Sale A successful middle market business had been owned by a family for over 20 years. The business served over 2,400 customers in 19 locations throughout its state of operation. Since inception it had been led by a non-family …
Multi-million dollar tax savings from law change
Tax Planning Never Ends The story is a familiar one. A national election is held electing a new president. Election outcomes in the Senate result in leadership change in that branch of the government as well. Soon the implications of various public …
Increased wealth and benefits for generations
Multi-Generational Wealth Transfer Planning For many decades and through multiple generations, a family had prospered through the formation and operation of multiple business and investment undertakings. Ownership and business structures to acquire, …
No penalties or changes after 5 IRS audits
Boxing With The IRS “They’re baaaaack!” squealed the little girl in the 1986 movie (Poltergeist II) about evil spirits invading a suburban home. Her cry — the follow-up to her original “Poltergeist” announcement of “They’re heeeere!” — became the …
