Case Studies

CEO – Technology Company (2015-2017)

CEO’S TANGIBLE BENEFITS: (1) Developed creative option conversion strategy to long term capital gain-estimated tax savings $1.25mm, (2) Educated board on strategy-board approval, (3) Coached CEO on seeking compensation increase and deal bonus-$0.600 mm total package, (4) Executed comprehensive family plan-life and income protection, assets including properties adequately insured for lower cost including umbrella.