August 2021 White Paper

August 2021 White Paper

The business was looking for retention plans, and it all started with the 401(k) We were introduced to a large landscaping company with around 100 employees to assist with implementing a retirement account, so everyone could participate. The impression from the...
August 2021 White Paper

May 2021 White Paper

Case Study: How we saved a business owner $90k dollars in taxes when selling to an employee Many business owners have a desire to sell to an employee BUT… The problem is many people who are working inside the business do not have the funding to purchase (or the...
August 2021 White Paper

April 2021 White Paper

Overview: A business owner we worked with wanted to retire in 5 years. This owner was incredibly busy running their business (not working on the business) and most profits were being reinvested to grow the business value. In addition, there was a large amount of cash...