A client was unaware of a requirement for recertification of tenants upon purchase of an existing complex. By alerting him to the requirement and deadline and then leading him through the complex process, I guided him to avoid a loss of a $100K in equity due to the potential loss of tax credits.
When a property management company fired the company president, the owner promoted a middle level person to the job. Over the years with my involvement the company went from losing money to generating $4 million annually in cash flow.
A client was selling their manufacturing company. Due to my assistance in restructuring the entities prior to the sale, the client was able to save over $500,000 in taxes.