C.A.S.E.® - Comprehensive Advisory Services for Entrepreneurs®

C.A.S.E.® is the main platform for our services to family owned companies and is primarily designed to answer the following questions:

  • What is my business worth?
  • What is creating its value?
  • What is the best way to transfer that value?
  • Does my estate plan structure allow for that transfer?
  • How are my other investments expected to perform over time?
  • How risky are those other investments?
  • Do the other investments make sense when my business is considered?
  • Can I reduce the risk of my investments and still meet my objectives?
  • What income tax concerns should be examined?
  • Am I properly insured given my objectives?
  • Can I continue to spend at my current rate without depleting my wealth?
  • How much can I afford to give away?

For more information, see our C.A.S.E.® Studies.