We provided Thompson Logistics with strategic business advisory services, resulting in a 10% increase in operational efficiency. Our recommendations included financial forecasting, budgeting, and performance improvement strategies.
Bizan conducted a comprehensive risk assessment for Anderson Manufacturing, identifying key vulnerabilities and implementing effective insurance solutions. This overhaul reduced their risk exposure and ensured business continuity.
Our investment management team worked with Greenfield Tech to grow their investment portfolio by 20% over two years. We implemented a strategic asset allocation plan that balanced risk and return, aligning with the company’s financial goals.
Bizan crafted a detailed estate plan for the Richardson family, ensuring a smooth transfer of wealth to the next generation. Our plan minimized estate taxes and protected family assets, providing peace of mind for the Richardson family.
We helped the Martin family consolidate their debts into a single, manageable payment plan. Our strategy reduced their interest rates and shortened the debt payoff period by five years, significantly improving their financial stability.
Bizan provided Johnson Enterprises with a thorough tax planning strategy that saved the company over $50,000 in annual taxes. Our consultants optimized deductions and ensured compliance with the latest tax laws.
Our team restructured Smith & Co.’s retirement portfolios, increasing their return on investment by 15%. We implemented a diversified strategy, balancing risk and growth to ensure long-term financial security.
