Total Financial Benefit

Capture the money your advisors missed

We combine tax architecture, retirement acceleration and operational redesign to unlock capital — then redeploy it to accelerate growth.

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Tax Savings
Retirement Acceleration
Entity Optimization
Operations & Wealth
Tax Architecture

Stop overpaying $150K–$900K annually

Entity, retirement and timing decisions change everything. We architect your tax picture, not just file returns.

$498K
Real estate investor — entity & timing
Practice Architecture

Remove operational leaks & accelerate profit

Process redesign, tech enablement, workforce optimization — for measurable EBITDA uplift.

$3.1M
Distribution client — automation & ops
Tech Exit: $7.9M Real Estate: $498K Advisors: $341K Physicians: $426K Distribution: $3.1M Attorney: 553 Hours Saved Tech Exit: $7.9M Real Estate: $498K Advisors: $341K Physicians: $426K Distribution: $3.1M Attorney: 553 Hours Saved

What we found in the last 30 days

TAX

$498,000

Real estate investor — poor entity alignment
RETIREMENT

$341,000

Advisor — multi-plan optimization
OPERATIONS

$426,000

Physician group — scheduling & billing fixes

Case study — James P., Real Estate Investor

31 properties • $12M portfolio
$498,750
Total Financial Benefit / year
Before
  • Reactive CPA
  • High tax outflow
  • Slower acquisition pace
After
  • Entity + timing redesign
  • Captured $498,750/yr
  • Funded 2 more acquisitions in 12 months
Entity Structure
Protect & optimize
Cost Seg Timing
Accelerate depreciation
Dealer Status
Classification fix
Retirement Integration
DB + DC combo
Typical Total Financial Benefit
$500,000 – $2,000,000
Measured. Repeatable. Capturable.
Client Type TFB Found Primary Source
Real Estate$498,750Entity & timing
Financial Advisor$341,340Retirement architecture
Physician$426,340Ops & defined benefit
Technology Founder$7.9M (exit)QSBS & timing

“We don’t sell products. We build architecture that keeps profits in your balance sheet.”

— Rick, Profit Solutions

Get your 15-minute qualification call

No charge. No obligation. We’ll estimate what we can find and whether you qualify.

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