EVx PLATFORM

Case Studies

What the work is worth.

Illustrative composites drawn from real engagement patterns, with identifying details changed and figures rounded. They are educational — not representations of any specific client, and no outcome is typical or promised.

Illustrative composite · Manufacturing

Revenue tripled. The structure hadn't moved.

The picture: A family-held manufacturer grew from $18M to $50M in revenue across five entities and a JV — with 96% of the family's net worth concentrated in the business, no trust layer, and three tax years of missed elections.

The work: Entity map and gap analysis, §1202 positioning on a new structure, PTET election and cost segregation across four buildings, key-person retention design, and a quarterly cadence with the CPA accountable by name.

The result: Six figures of annual tax protected before year-end, the QSBS clock started five years ahead of a planned exit, and a balance sheet the family had verified rather than assumed.

96%
of net worth concentrated in the business at intake
14
opportunities identified across the Four Capital Pillars™
5 yrs
of exit runway put back on the curve

Illustrative composite · Construction

The owner was the enterprise value.

The picture: A $30M specialty contractor with strong margins and no management depth — every bid, bank call, and hire ran through the founder. Buyers priced the dependence, not the earnings.

The work: Value Maximization Index™ bridge from current value to the target multiple, incentive and retention architecture for the leadership bench, buyer-grade financial reporting, and a 90-day sprint system with named owners.

The result: A provably transferable company: management depth on paper, margins defended, and an owner negotiating from optionality instead of necessity.

2×
spread between financial and strategic multiples at stake
90-day
sprint cadence installed with who/what/when
3
exit paths kept open — strategic, PE platform, MBO

Illustrative composite · Professional Services

Three advisors, three answers, no plan.

The picture: A $12M firm whose CPA, attorney, and financial advisor each solved their own silo. The owner was overly taxed, under-protected, and couldn't say which fixes would matter most.

The work: PACE™ discovery with the family, one entity and tax architecture across all advisors under the SPA™ accountability structure, Tax Decoder™ methodology on the actual returns, deferred-comp design for two key employees.

The result: One source of truth, a tax stack engineered instead of inherited, and the two people the enterprise depends on tied to its future.

7
categories graded in the initial diagnostic
1
accountable plan across every advisor
2
key employees retained through structure

All case studies are illustrative composites for education. Figures are rounded and directional. Results are fact-specific; no outcome is typical or promised.

Your facts are different. That's the point.

The assessment shows where your version of this work begins.

Take the Assessment