Guardian Tax Consultants logo
GUARDIAN TAX CONSULTANTS® MSO Platform™
For financial professionals

Bring One Client Fact Pattern

If a name came to mind, this is the place to bring the fact pattern — no client names required.

The Session

Session
—
Date
—
Time
—
Credit
—
Sponsor
—
Presenters
—

The Screen

  • Private business owner — owner-operated, closely held, any industry
  • ~$5M EBITDA — or $2M–$15M of consistent annual profit
  • ~$25M net worth — estate exposure the owner hasn’t addressed
  • Unmet planning needs — estate, succession, asset protection, insurance funding

Share the Fact Pattern

No client names needed — industry and approximate figures are enough to assess fit.
Thank you. We have the fact pattern and will come back to you directly.

What Happens Next

1
We review the fact pattern and confirm whether the structure is worth assessing.
2
A short call with you — before anyone talks to your client.
3
If it fits, an independent feasibility assessment — and we build the case with you.

Contact

For financial professional use only. Not for use with the general public.

Guardian Tax Consultants® (GTC™) designs and coordinates MSO structures; GTC™ does not provide legal or tax advice and does not replace the client’s independent counsel, CPA firm, or advisors. All structures are implemented in coordination with the client’s independent legal and tax advisors.

Informational only. Applicability depends on the specific facts, structure, and advisory environment of each engagement. This material does not constitute legal, tax, or investment advice. All illustrative examples are hypothetical and for educational purposes only.