Case Study

Story: Richard (63) is an orthodontist who lives in Illinois. He has built his orthodontist practice to the point that he has multiple locations around Chicago. Richard has 5 locations and an average of 10 employees at each location. He has decided that it is time to retire and sell his practice. Richard and his…

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Situation: Roger (45) is an Inside Sales Manager for a security company and lives in California. He has gradually expanded his client list over the last ten years. Roger has created a good life in this position and has recently seen an increase in his earnings. Roger has two ways that he earns his wages;…

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Situation: Lindsay is an entrepreneur who started a staffing agency helping restaurants with staffing issues by having a team of “on-call” wait staff, cooks, and busboys. Lindsay did not realize how fast her agency would scale up, and she was able to open three offices in the Phoenix area in the first three years.  Lindsay’s…

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Story: Jeremy is a Registered Investment Advisor who lives in New Jersey. He is 48 and the primary income producer in his household. Over the last eighteen years, Jeremy has been building his Registered Investment Advisor practice, adding substantial assets under management each year. He now has $380,000,000 in assets he oversees and uses multiple…

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Story: Thomas (58) is a cosmetic surgeon who lives in Florida. He has built a chain of cosmetic surgery centers and day spas. His cosmetic surgery centers have made $9,289,800, and the spas have earned $7,400,900 in 2022. Thomas has been working harder than ever for the last four years as he has been increasing…

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