Client Service Case Studies

Optimize your workforce and maximize your pre-retirement nest egg by understanding your true FTE needs. This case study shows how strategic workforce planning can lead to significant cost savings.

David Kim, founder of a thriving SaaS company, faces a critical decision: accept a $3 million acquisition offer from a UK-based firm. The deal's complexity hinges on the volatile GBP/USD exchange rate, potentially eroding the offer's true value. Golden Door Asset helps David navigate this critical juncture.

This case study explores how David Kim, founder of a burgeoning SaaS startup with $2 million ARR, leveraged financial tools to strategically evaluate a potential acquisition offer against the option of pursuing a Series A funding round. Discover how he optimized his personal financial planning amidst complex RSU holdings.

This case study illustrates how Golden Door Asset's budget calculator, combined with strategic financial planning, empowered David Kim to manage his newfound wealth after his SaaS company's acquisition. We helped David align his personal finances with his philanthropic goals, creating a sustainable budget for both.

This case study examines how Golden Door Asset helped David Kim, founder of a rapidly growing logistics SaaS company, optimize his investment strategy surrounding a potential Series A funding round or acquisition. We'll show how strategic calculations helped him maximize returns from his restricted stock units (RSUs) while mitigating risk.

David Kim, founder of a thriving SaaS company, faced complex financial decisions regarding stock options and a potential home purchase. Golden Door Asset's tools provided critical insights, optimizing his real estate strategy and minimizing tax implications.

David Kim, a successful SaaS founder, wants to maximize his charitable giving to the local arts foundation while strategically managing his complex financial situation. Golden Door Asset's tools helped him structure a planned giving strategy that benefits both the foundation and his long-term financial goals.

David Kim, a successful SaaS founder, sought to diversify his wealth and leverage his company's strong cash flow into real estate development. This case study examines how Golden Door Asset's tools helped him analyze potential investment properties and structure a financially sound syndication.

This case study explores how Golden Door Asset helped David Kim, a SaaS founder, decide whether to reinvest company earnings or diversify his personal portfolio. We leveraged financial tools to strategically evaluate reinvestment opportunities against alternative investment options, considering his impending Series A funding or potential acquisition.