Real strategies. Real outcomes.
Built from real situations. Stories have been anonymized and numbers adjusted to protect client privacy.
A pharma executive's recruiter secured an 11% base salary increase — and quietly surrendered the bonus target, 401(k) match, and long-term incentives in the process. We rebuilt the offer line by line.
A pharma executive with $3M in a single stock wanted to buy a $1.5M vacation home. Selling would have triggered a $600,000 tax bill. We borrowed against the position instead — zero shares sold, zero tax triggered.
A missed exit paperwork deadline triggered an unexpected forced liquidation of $1.2M in long-term incentive stock — and a $225,000 tax bill. We went to war on the tax side and recovered close to $100,000.
Your situation deserves the same level of attention
Every case study on this page started with a single conversation. We can help you model what is possible before any decision is made.
Schedule a conversation