Case Studies

Buyout Agreement – Read More

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

Warranty Claim – Read More

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

Shareholder Retirement – Read 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