Case Studies Archives

Case Study: Helping a Founder Prepare for a High‑Stakes Business Exit

Exit Planning

Meeting to discuss selling a business

Case Study: From NIL to the NBA — Guiding a Top Draft Pick Through Financial Complexity

Business Management

Basketball sitting on the court before the start of a big game

Case Study: Strengthening Tax Strategy for a Global Coffee Trading Business

International Business

Worker holding bag of coffee beans

Case Study: Strengthening Federal Compliance for a Large Airport Construction Project

Consulting

Image of an airport

Case Study: Engineering a Better Exit for a Metal Fabrication Manufacturing Company

Exit Planning

Workers at a metal fabrication company

Case Study: Preparing a Construction Company for a Successful Exit

Audit

Case Study: Recovering $2.4 Million in Section 1202 Tax Savings After a Business Sale

IRS

Case Study: Guiding an Entrepreneur Through Strategic Tax and Real Estate Planning

Cost Segregation

Case Study: Modeling the Future for a Multi-Operator Transit System

Consulting

Case Study: Risk-Based Audit Planning for a Public Transportation Agency

Audit

Case Study: Preparing a Clean Energy Installation Company for Future Transactions

Audit

Case Study: Delivering Comprehensive Tax and Assurance Services for a Growing Manufacturer

Accounting