What the work actually looks like
A 14-truck plumbing company sitting on cash with no plan for it
Seven figures of retained earnings parked in a chequing account, no key-person coverage, and an unfunded buy/sell between two partners. We rebuilt the structure in one coordinated plan.
Eleven doors, $3.2M of equity, and a seven-figure tax bill with no cash behind it
A landlord in his late fifties with a strong portfolio and a deemed disposition that would have forced his family to sell into whatever market existed the week he died.
An HVAC company losing a technician a quarter to bigger shops
Wage bumps weren't holding the crew. We benchmarked a group plan and a matched retirement program that cost less than the raises and held far harder.
A manufacturer who started planning his exit three years before the offer
Most owners call after they have an offer, when structure is already locked. This one called early — and it changed what he kept.
These case studies are illustrative composites based on the types of engagements we run. Names, figures and identifying details have been changed or rounded to protect client privacy. They describe process and structure, not a guarantee of any particular result. Every situation depends on your own facts, and tax and insurance outcomes should be confirmed with your accountant and lawyer.
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