Explore Our Client Success Stories

Not all businessses get sold
Not all businesses get sold, some transition to family members or partners.
May 18, 2025
In 2015, I met Ron while on a fishing trip in Texas. We got to talking and he had developed a patent for a system for power plants across the US. Over many years, he had built a very successful business...
construction
Tax Strategies That Work For You!
May 11, 2025
About 15 years ago, I was called in to evaluate a construction company and help them create an estate plan.  They already had 3 evaluations completed and all came in around 30 million.  Danny...