A business owner wants to grow his business the right way. Phil's Story
Phil was on a mission to grow his custom home building business while surrounding himself with a structurally sound team to help him get there. Being in an industry where integrity, ethics, and practicality are top priorities, Phil needed a strategic partner that could match his wavelength.
Pain Points
NEED OF THE HOUR
Our work with Phil wasn’t just about growing his business – it was about doing it the right way. A way that set the company up for sustainable success in the long term. What was needed was a practical, bottom-up examination of the company’s current financial health, corporate structure, and operational efficiency to determine key optimization points.
Goals and Objectives
ADDRESSING THE CHALLENGES
- Stabilize revenue streams
- Avoid unnecessary taxation
- Develop both personal and corporate contingency plans
How TAG
Helped
OUR SOLUTION
The Advisor Guide’s tax planning assistance helped the company mitigate and avoid unnecessary taxation, while various corporate development and business development initiatives helped stabilize revenue streams. Further, the initiation of contingency models helped solidify long-term components like retirement planning, transfer of wealth, and family planning for the company’s team members.
Outcome
PLAN FOR THE FUTURE
With Phil’s goals in mind, The Advisor Guide showcased a series of options to the client with regards to financing offers. We also helped his company formalize the necessary corporate structures to invest wisely from the beginning instead of having to reorganize down the road. Finally, The Advisor Guide initiated positions in assets to invest within these structures and to maximize growth and minimize taxation.