Medical Professionals
The K-1 that arrived in September
A physician extended her return four years running, waiting on partnership documents nobody was chasing. The fix was a calendar, not a strategy.
Case Studies
Segments we serve
Client names are never released and no case study identifies a client without written consent, so what follows is the shape of the work by market rather than any one client.
Artists
Three years of returns that did not agree
A songwriter last three returns reported royalty income three different ways. Filing the current year meant first settling what the prior ones had said.
Athletes
Eleven states and one return
A season touched eleven states and the return reported one. The nonresident filings were not optional, and the resident credit was never claimed.
Artists
The tour that grossed well and cleared little
A headline run grossed $2.3 million and returned $71,000 to the artist. Nobody could say where the rest went until the tour was costed date by date.
Athletes
Four income streams, one set of books
A professional athlete earned across salary, endorsements, appearances and an equity stake, with no single statement showing what any of it produced.
Medical Professionals
The year the practice stopped overpaying
A four physician group paid $418,000 of federal tax on $1.6 million of profit with no plan behind the number. The plan, not the number, was the problem.
Artists$0underpayment penalty, down from $9,400 the year before.
The Touring Year: income in bursts
A recording artist and actor earned $1.4 million across an advance, a tour and residuals, with nothing withheld and fourteen states to answer to.
Athletes65%cash flow increase within 90 days, across 10 locations.
The New Playbook: mastering ten locations
A retired professional athlete acquired ten identical retail franchises and found that running ten was nothing like running one.
Athletes$1.29Mstate tax avoided on a signing bonus, before it was signed.
The signing bonus sourced correctly
A veteran signed a four year deal carrying a $12 million signing bonus. The saving came from three sentences in the contract and the date he read them.
Medical Professionals25%profit margin held across three locations within 12 months.
The Aesthetic ROI: knowing the numbers
A med spa owner earning $1.5 million could not say which services made the money. Unit economics answered it, and the second location was built from operating cash.
Medical Professionals$1.9Mthe five year gap between the offer and staying independent.
Independence is a financial decision
A six physician practice had a hospital system offer on the table and no way to value it. Normalized earnings answered the question in numbers.
Owners46days of cash on hand, up from 11.
Profitable on paper, empty in the account
A specialty contractor doing $6.2 million could not explain why a profitable year left nothing in the bank. One job type was the answer.
Owners$385Ksaved by modeling the sale before the letter of intent.
The offer that arrived before the plan
A $9 million offer, and a purchase price allocation nobody had priced. The largest number in this case is the one that could not be recovered.