Broker Check
 
 
 

Case Study: Building value together for more than a decade

The Sharp Financial Group worked hand-in-hand with an entrepreneurial client — growing the business and then maximizing the total return realized from its sale. As trusted partners, we continue to provide strategic financial and business advisory as well as family office services for the client’s family.

Our relationship started with tax and accounting.

A business owner with a large footprint in the healthcare industry reached out to The Sharp Financial Group for accounting and tax services. We proved our value quickly through the implementation of a tax advantaged entity structure and became increasingly involved in the company’s day-to-day operations — ultimately serving as the outsourced CFO.

We deepened our involvement as the business evolved.

As the company grew, we served as a trusted advisor in developing, evolving and executing the strategic plan. When the founder began preparing for transition and wanted to increase personal liquidity, we created a tax strategy that leverages short-term liabilities to reduce and defer taxes and increase cash flow for the business — as well as the owner.

Our client sought our guidance to manage family wealth. 

We developed a personalized investment strategy for our client, which led to our further engagement as the family’s wealth manager. Our longstanding relationship enabled us to not only manage strategic, tactical and alternative investment portfolios, but also to tie them closely to the needs of the family — from personal cash flow and debt management strategies, to long- term retirement planning, to insurance needs analysis and estate planning coordination.

We advised on the business sale to maximize total return. 

When our client was ready to exit the business, The Sharp Financial Group was there every step of the way. We advised on acquisition opportunities, deal structure as well as provided oversight on financial reporting and the due diligence process. Our well-established tax strategy helped maximize net proceeds and total return.

We continue to serve as a trusted, loyal advisor to the family. 

Along the way, we forged a strong bond with the founder and his wife as they navigated through the transition of managing a successful business, to building structure around managing the family wealth. Their confidence and trust in our team is evident in our current role as their lead advisor providing family office services as well as accounting, tax, business consultation and wealth management.