Case Studies

Helping Our Clients Achieve their Goals

Your Right Hand Man

Result

How We Successfully Sold a Cell Tower Easement that Resulted in $290K of Revenue with Less than a $10K Outlay of Legal and Professional Fees

Challenge

Client received a proposal to purchase a perpetual easement for a cell tower that was currently being leased and requested that this issue be looked into.

Case Studies Page

Action

Analyzed value of selling easement versus keeping current lease in place. Secured legal and professional advice and support.  Negotiated higher purchase price than original offer and served as primary point of contact throughout due diligence process.

Financial and Business Operations Management

Cash Flow Forecast

Challenge

Company/Client was bleeding money and vendors were knocking at their door to get paid. They had a need to monitor cash on a weekly basis and to project cash inflows and outflows out on a moving 13-week period.

Action

Researched client’s accounting records over a 12-month period to determine sources and timing of cash inflows and outflows and documented anticipated future cash flows on customized cash projection workbook. Cash flows were summarized and reconciled to the bank account balances on a weekly basis and were projected out for 13 weeks.  A process was created to update and adjust the cash projection workbook on a weekly basis.

Result

Client was able to plan for the timing of investing excess cash as well as to secure funding as needed.

Business Consulting and Advisory Services

401(k) Plan Research & Implementation

Challenge

Client inquired about the value of establishing a 401(k) plan for the company.  

Case Studies 2

Action

Met with owners to discuss what a 401(k) plan is and the value of establishing the plan.  Upon the decision to move forward with the plan, discovered & researched Multi-Employer 401(k) plan offered by a professional association that the Company belonged to.  Educated Company and its employees on plan and plan benefits and provided all point of contact support to 401(k) administrator to set up and implement the plan.

Result

Successful launch of 401(k) plan with100% employee participation.

Testimonial

“Integrity, dependability, professionalism, and effectiveness – that’s Bob. Also one of the kindest people you’ll meet. Need I say more?”

Ted F.

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