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ESOP Structure
Richard, the owner of a decades-old construction company, was looking for a way
to transition out of the business. He was looking to do more than simply "cash
out" in the upcoming sale. He had many goals to accomplish in the process...
Foundation
After forty years in the transportation business, Terrance, a longtime client
of ours, was ready to sell the company and retire. Terrance had one unique aspiration:
as part of the sale, he wanted to establish a foundation that would help fund
college scholarships for children living is economically depressed communities.
Wealth Protection
Dave, like many business owners, was very good at operating a profitable business
in his own industry. However, he lacked the wherewithal to convert that
profitable business into personal wealth, allowing him to protect the value of
the business for the future. When Dave came to us, his personal estate was
losing value due to inflation, taxation and missed opportunities. He knew he needed
to take some major steps to protect and manage his assets.
Risk Reduction
Most business owners and CFOs work very hard to lower the risk of an audit.
The problem is that while they are doing so, they are also trying to build and
operate a business. So there is little time left to put forth an adequate
effort toward managing audit risk. The necessary review, corrective measures
and ongoing adherence to policies can be jobs unto themselves. One client
of ours, who had previously called on our services in a very limited capacity,
came to us looking for help in this area.
Business Turnaround
Todd was the president and majority owner of a company that marketed a leading
software package for sales tracking and forecasting. For many years his
company was a leading provider in a number of niche industries.
However, over the course of about four years of rising sales, the company was
still losing money. Todd knew he had a top product, great customers and
healthy margins. However, nothing was getting to the bottom line.
Cost Segregation
A client of our firm had acquired new facilities and had renovated existing buildings.
With a total price tag of $6.2 million in construction and acquisition costs,
our client was looking for some ways to improve overall cash flow. We floated
the idea of performing a cost segregation study of the company's properties.
Our client was not familiar with this area of the tax law but after we an explained
the process, he decided to go through with the study.
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Talley & Company | 790 The City Drive South, Suite 300, Orange, California 92868 | 714.867.2200
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