Case Studies

Recently I had a new client with a profitable business come to us who had been using a 401k plan for years in addition to making annual profit-sharing contributions for owners and employees. In a recent year, the total company contribution was $51,000. Of that amount, $31,000 goes to the owner. We proposed adding a…

A young dentist in a rural town opened an office and was referred to us by another client. She was eager to learn and grow her practice. We implemented monthly financial services, a performance metric dashboard, and our DrillDown CFO support. Revenue increased 172 percent to $950,000 and the dentist’s personal income increased 324 percent.…

Before partnering with us, a client believed he had identified all the financial strategies that were possible. He is educated in the employable options and didn’t expect anyone could do more for him. We went through our 32-point planning assessment and created a financial projection. We discussed ideas and found an opportunity he had not…