Case Studies

Worked closely for many years with the owner of a full-service marketing and print service business.  We supported the owner and family with corporate strategy, business […]

A commercial and residential property management company in South Florida, run by an existing client (outside their real estate business), asked us to evaluate their bookkeeping […]

A privately held industrial equipment manufacturer and installer. Years earlier, we advised on transitioning ownership to the next generation. The original deal included a claw-back provision […]

Two physicians were engaged in a private sale of a specialty medical practice and ownership in a surgery center. Their original direct-sale agreement was rejected by […]