Case Studies by Industry – Professional Services

Professional Services

Put a financing profit improvement strategy in place for a 2,500 employee, multi-state, private services company. Negotiated interest rate reduction and increased credit facility resulting in $250,000 annual profit improvement.

Professional Services

Executed a state tax optimization strategy for a 2,500 employee, multi-state, private services company that resulted in $250,000 of annual income tax savings, and $1,000,000+ capital gains tax savings.

Professional Services

Implemented a business insurance profit improvement strategy for a 2,500 employee, multi-state, private services company, resulting in $150,000 annual profit improvement.

Professional Services

Employed various income tax, financing, and health insurance strategies for a 25 person management services company, resulting in $125,000 annual profit improvement.