Case Studies

Buyout AgreementRead More

  • Successful financial planning practice
  • Agreement accounted for seller’s health history
  • Complicated business succession plan
  • Unable to utilize traditional insurance planning

Warranty ClaimRead More

  • New equipment failed within warranty period
  • Manufacturer disclaimed warranty liability
  • Manufacturer’s defect caused equipment failure
  • Mark has knowledge of motorcycle mechanics

Shareholder RetirementRead More

  • Two brothers owned equal shares in a company
  • Brothers worked side by side
  • Brothers did not speak for over thirty years
  • My client wished to retire, sell his share of company