Lead Gen Case Studies

Learn how Golden Door Asset's financial tools helped David Kim, a SaaS founder, navigate complex valuation and equity compensation decisions, leading to a clearer path for a Series A raise or potential acquisition. This case study demonstrates how advisors can leverage these tools to provide high-value advisory services to clients in the accounting and CPA firm industry.

David Kim, a SaaS founder with a $2M ARR company, faced a pivotal decision: pursue a Series A funding round or consider an acquisition offer. His $500K personal portfolio and complex RSU holdings added layers of complexity to the analysis, requiring a clear understanding of future growth potential and valuation.

David Kim, founder of a successful SaaS company, is exploring diversifying his investments into franchise operations. This case study demonstrates how Golden Door Asset's financial tools empowered David to rigorously analyze a smoothie franchise opportunity, uncover hidden potential, and make informed decisions about multi-unit expansion.

Mark Davidson, a tech executive with significant pre-IPO RSUs, envisions a transition into restaurant franchise ownership near retirement. Golden Door Asset helped him navigate the complexities of seasonal cash flow, inventory management, and expansion modeling to ensure a financially sound investment and a secure future.

Mark Davidson, a tech executive nearing retirement, seeks to diversify his investments by acquiring a local automotive dealership. Golden Door Asset helps Mark evaluate the dealership's profitability, optimize financial performance, and project long-term residual income using advanced financial tools.

Mark Davidson, a tech executive with substantial pre-IPO RSUs, faced significant risk and tax implications. Golden Door Asset helped him develop a strategy to diversify and optimize his holdings, while simultaneously reducing his tax burden through strategic option exercises and charitable giving.

Mark Davidson, a tech executive with substantial pre-IPO RSUs, faced a significant tax burden upon vesting. Golden Door Asset helped him leverage financial tools to strategically manage his equity, maximize his after-tax income, and align his investment portfolio with his long-term retirement goals.

See how Dr. Sharma optimized his investments to outperform expectations, even with significant debt. This case study shows how strategic planning and our Rate of Return Calculator can unlock your portfolio's true potential.

Calculate the optimal deferred payment structure for your business sale and minimize your immediate tax burden.

Unlock hidden tax savings! Learn how to strategically depreciate assets in your medical practice, maximizing deductions and minimizing your tax burden. Optimize your financial future today!