Client Case Studies
Client confidentiality is paramount to what we do. In cases where the events are not a matter of public record, the names and some details have been changed.
“Having money doesn’t simplify your life, it complicates it.” When entrepreneurs John and Joyce Mulholland (names and some details have been changed) arrived for their first meeting with us they dumped an entire file box of financial documents onto our boardroom table announcing, “This is our life…every month…we’re tired of managing all of this. Can you help?” More...
I don’t want this money to manage me. Many entrepreneurs dream of cashing in on the sale of their business one day. But how many worry about the consequences a sudden $30 million might have on their lives? More...
Retirement causes you to think differently. When business owner, Bryan Lee (names and some details have been changed) decided to retire from his family’s food products company, he approached the event as it were another business venture: with a strategy and an action plan. More...
Young & Wright: The architecture of a good succession plan. The partners at Young & Wright Associates faced a classic private company challenge: how to get their capital out of the company and still provide opportunities for growth – for themselves and their professional team. More...
