Case study
A dental group owner prepares for a $14M sale
Outcome● Measured
$1.2Min projected tax savings
ClientFounder, multi-location dental group
01
The challenge
The owner had 85% of his net worth in the practice and an offer arriving within eighteen months.
02
What we did
We moved shares into a family trust before the valuation, structured part of the sale as an installment and set up a donor-advised fund.
03
The result
The projected tax on the sale fell by $1.2M, and a liquidity plan now covers the family for thirty years.
Daniel OrtegaLead advisor · CFP®
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.
More results
All case studiesOthercase studies.
Physician couple, both 54Two physicians bring retirement forward by four years
4 yearsearlier retirement date
Family-owned manufacturer, $22M revenueA manufacturer turns a cash squeeze into a credit line
$3Mnew credit line secured
Engineering executive, 41A tech executive diversifies a concentrated position
62% → 18%single-stock concentration
First conversation
Every plan starts withone honest conversation.
Thirty minutes, by video or at our office, in English or Spanish. No cost and no product pitch.