Every case below was submitted by the licensed advisor who built it, with figures taken from their own case design. Each names the actual mechanism rather than a framework, and each ends by telling you who it would have been wrong for.
Business owner (industry not specified)
Physician
Manufacturing
Private business owner, industry not specified
Commodities brokerage
Financial Services
Multiple operating companies (industry not specified)
Technology (owner post-exit)
Security Services
Psychotherapy practice
Commercial glazing drafting & engineering
Medical - anesthesiology
Commercial cleaning
Construction
Pharmacy
Business owner
Case descriptions are supplied by financial professionals. Figures may include projections and are specific to the circumstances described. Read each case’s limitations and discuss any strategy with your own licensed professional.
Cases under review are not included in the public library. Certain strategies are excluded from public publication.
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