Maximizing Business Value

Circumstances

Local construction business with 20 employees, generating $7M in annual revenues and maintaining a 15% profit margin. The owner is running ragged managing the current jobs, holding on to good employees, and still growing the company. His time and energy are low with a little left over for his family. This business has become a living breathing animal taking all it has. He has a team of “professionals” with CPAs, attorneys, financial advisors, and an insurance agent. All of them with different entities, loosely affiliated with each other.

Actions

We brought in operating

We brought in operating experts working as functional executives to run the company while the owner still maintains ownership of it.

A strategic tax plan

A strategic tax plan was implemented to reduce his out-of-pocket tax liabilities

A targeted investment

A targeted investment strategy was implemented combining portfolios, real estate, and insurance to optimize overall performance, and reduce his risk exposure.

Results

  • The operating executives saved the owner precious time and energy. After 2 years the profits increased to 19%, and revenues climbed to $3M a year, totaling $10M in annual revenue.
  • The tax plan reduced his out-of-pocket tax liability by $127k per year, and his retirement plan increased by an additional $230k per year annually.
  • The investment strategy allowed him to increase his annual retirement contributions by $245k per year to be accessed after 59 ½. In addition, his passive income streams increased by $58,000 per year using a combination of real estate, professionally managed portfolios, and insurance contracts.
  • All told, he made more money, invested more money, and spent more time with his family.
Client Portal
Client Portal
Scroll to Top