Results
We measure our success by the outcomes our clients experience — not the hours we bill. Here are a few examples, anonymized to protect confidentiality.
Saved $2.4M in federal tax on a $30M liquidity event
A SaaS founder was preparing for a partial acquisition. Through proactive QSBS planning initiated 18 months before close, multi-entity structuring, and coordinated charitable gifting, we reduced the total tax burden by over $2.4 million.
Key Outcomes
- QSBS exclusion fully utilized
- Charitable Remainder Trust funded pre-close
- State tax exposure minimized through entity restructuring
Consolidated 14 entities under a single reporting framework
A third-generation family with real estate, operating businesses, and trust structures across three states had no unified financial picture. We built a consolidated reporting system, implemented K-1 intake protocols, and established a quarterly coordination cadence with five advisors.
Key Outcomes
- Monthly consolidated statements delivered for the first time
- K-1 intake time reduced by 60%
- Three advisor relationships formalized with coordination protocols
Navigated a 4-state filing year with $800K equity comp
A C-suite executive relocated mid-year while vesting significant RSU and NQSO positions. We modeled the multi-state allocation, timed option exercises to minimize AMT exposure, and coordinated withholding with the employer's payroll team.
Key Outcomes
- AMT exposure reduced by $180K through exercise timing
- Multi-state returns filed accurately across all jurisdictions
- Employer withholding corrected before year-end
All case studies are anonymized composites. Specific outcomes depend on individual circumstances.