by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: First-generation holder, age 76; $70M portfolio; projected $32M estate tax; exemption fully used.Design: Son-owned MSO at a $1M benchmarked fee; IDGT sale positioned at an appraisal-supported discount.Outcome: ≈$11.35M combined five-year...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: RIA running advisory and insurance through one LLC; concentrated E&O exposure; foreseeable but unfunded partner buyout.Design: Entity separation per business line; two C-corporation MSOs with $3.2M documented fees; buy-sell funding...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: Retail showroom constrained by inventory space and delivery timing; no estate funding mechanism.Design: $2.8M documented fee; MSO lease with discounted purchase option; inventory credit line; estate liquidity policy.Outcome: ≈$550K annual federal...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: Building materials supplier, ~$2.8M net income; constrained by space and supplier timing; no key person coverage.Design: $2M+ documented first-year fee; new out-of-state location; inventory credit line; key person and survivorship...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: Litigation firm with settlement-driven income swings; no succession plan; commingled building interests.Design: Non-legal management functions in a C-corporation MSO; reserve credit line; attorney retention plans; cash balance layer.Outcome:...
by Alex Jones | Jul 7, 2026 | Case Studies
At a glanceSituation: Two medical device companies, $8M net income; unfunded buy-sell; growing exposed retained earnings.Design: $5M documented management fee to a C-corporation MSO; loan-regime split-dollar insurance funding; intercompany credit facility.Outcome:...
