Case Studies
Telling you what we do is easy. Showing you is unforgettable.
Every business challenge tells a story. Through our case studies and strategies, we show you how we’ve helped clients overcome obstacles, unlock opportunities, and achieve results that last. See what’s possible when the right plan meets the right approach.
RCA
When Paul and Hasan decided to sell their business they faced a huge tax challenge even after using their Lifetime Capital Gains Exemption. Discover how a smart use of an RCA combined with expert guidance turned a potentially stressful sale into a tax efficient retirement ready outcome and how knowing their after tax numbers took the pressure off negotiations.
Restructure
Discover how we helped a business owner unlock hidden value through a strategic share freeze and tailored financial planning. By integrating business valuation, tax-efficient structures, and coordinated collaboration with M&A advisors, we crafted a clear path to retirement — maximizing tax savings and protecting the legacy. Read the full case study to see how a holistic approach turns complex transitions into confident decisions.
Individual Pension Plan
What if your retirement plan could also unlock a major tax advantage when you sell your business? In this success story, we show how an Individual Pension Plan allowed a business owner to clear out passive income, meet the requirements for the Lifetime Capital Gains Exemption, and build long term retirement wealth — all without needing to withdraw funds or trigger personal taxes. It is a strategic solution that aligned both business and personal goals at a critical stage.