Who we help
Case studies
What an engagement actually produces, for the three kinds of clients we do our best work with. Each example shows what the client came in with, what we did, what changed and what it cost.
01 Business owner
Selling to private equity on an installment note
A one-third owner of a manufacturing company sold to a private equity buyer, took part of the price in cash and most of it in notes, kept a minority stake in the new company, and wanted a CPA financial planner to reduce taxes without paying an asset-based fee.
Who: Couple in their mid-fifties in the Midwest; the husband was one of three owners of a manufacturing company organized as an S corporation
Read the case study →02 International professional
Four years in, deciding whether to stay
An Australian couple, both PhDs, four years into life in the U.S. on green cards and torn about going home, needed to know what giving up their green cards would cost before the eight-year covered expatriate clock ran out.
Who: Australian couple in their early forties, both PhDs, living in the northeastern U.S. for about four years as permanent residents, with two teenage sons
Read the case study →03 College-bound family
Is the 529 enough for a $100,000-a-year school?
A widower in Texas, a senior bank executive with a son in his sophomore year of high school, asked one question: am I saving enough for the most expensive private colleges in the country?
Who: Widower in his mid-fifties in Texas, a senior executive at a large bank, with a son who is a sophomore at a private high school
Read the case study →Does one of these sound like you?
Planning, tax and investment advice is $600 per hour with a 2-hour minimum, and the 20-minute fit meeting is free. No asset minimums or commissions.