Entrepreneur
Case Study 04
Laura | High-Growth Business Owner
THE
CHALLENGE
Laura was starting to be labeled as an overnight success. 10 years into her business, the growth was starting to compound. She had gone from barely making payroll to seeing her business provide seven figures of income to her family. The challenge for Laura was making sure that she was maximizing each element of her financial success.
OUR APPROACH
Laura was looking for a financial team that could be her personal CFO. She knew that her highest and best use was continuing to grow the business but needed a partner to help ensure the business success was leading to personal success.
Laura wanted to find a way to take back her time, yet know each element of her financial life from taxes to investing was handled. She needed a centralized hub that could coordinate her entire financial life.
THE
RESULTS
Laura worked with Moment to build a team of professionals that were ready to handle her business' next stage of growth. Moment was able to take the coordination and implementation of this team off Laura’s plate.
Today Laura has taken back her time and is spending it growing her business and with her family.
She lets Moment handle the day-to-day operations of her personal financial life. Within two years Laura will have complete financial flexibility and can choose to either exit her business on her terms or continue to scale it.
THE
PLAN
Vetted and built out Laura’s team.
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Created a centralized hub for Laura’s financial life.
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Adjusted the business structure to account for growth.
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Built a multi-year tax strategy to help reduce her lifetime tax bill.
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Built a savings and investment plan to get money out of the business.
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Provided Laura peace of mind that she was doing everything the right way.
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Created a plan that provided financial flexibility whether Laura decides to sell or scale the business.
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