Case study
A restaurant group cuts its tax bill with better structure
Outcome● Measured
$186Ksaved over three years
ClientOwners of four restaurants
01
The challenge
Four restaurants were run as separate companies with different year ends and no retirement plan.
02
What we did
We aligned the entities, added a cash balance retirement plan and timed equipment purchases.
03
The result
The owners saved $186K in tax over three years and now fund retirement through the business.
Hannah BrooksLead advisor · CPA
Every engagement is led by one advisor who knows the file from the first call.
Talk to an advisorIllustrative case study. Results are specific to this client and are not a guarantee of future outcomes.
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