Case Studies
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Powell’s Truck & Equipment operates in the truck dealer industry and employs approximately 70 individuals. The initial connection with this client was established through a cold call in 1978, with a focus on exploring the potential benefits of implementing a qualified profit-sharing plan.
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Coleman-Adams is a Central Virginia-based construction company with approximately 60 employees, operating in a highly competitive industry. The initial relationship with Coleman Adams was established in 1978 when they sought assistance with group benefits.
Articles & Whitepapers
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Owning a business comes with more than its fair share of risks. To increase value and minimize risks in your business, follow the 5 Stages of Value Maturity as detailed in Christopher Snider’s book, Walking to Destiny.
Read the White Paper >
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