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CASE STUDIES
We help our clients succeed with advice on financial challenges that affect their operations, revenues and bottom line. Here are a few of their stories.
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Results

Here are a few examples of the types of results we have achieved for our private business owners:

Assisted a client in the sale of its manufacturing business for $20m, maximized after-tax proceeds and deferred $2.5m of personal income taxes through a pre-sale reorganization, various tax elections, etc.

Structured and advised on a buyout by a group of executive managers of a large manufacturer from the estate of the former sole shareholder in a manner that minimized the cash required to purchase the company and maintained the proceeds of the sale by the estate.

Structured and advised on a software developer’s sale of its intellectual property to a large US-based software giant and maximized the after–tax proceeds to the individual shareholders through the use of various tax accounts, refundable taxes and capital dividends.

Researched and advised on the characterization and nature of certain payments received by an automobile dealership from the manufacturer creating a position which maximized the company’s after–tax income.

Reorganized a business of several community colleges, involving the use of a discretionary family trust which permitted the shareholder’s family to utilize their capital gains exemptions on a potential sale of the business, saving approximately $517,000 in personal income taxes.