Niche specialization case studies for financial advisors. Strategies for serving divorce planning, tech executives, pro athletes, and other specialized client segments.
We helped a small business owner increase their company valuation by 20% prior to sale through financial restructuring and operational improvements.
Creating comprehensive succession plans for small business owners, accurately valuing their business, and ensuring a smooth transition.
We created a tax-efficient exit strategy for a startup founder, saving them $1.2M in capital gains taxes and securing their financial future.