Business Consulting:
Client: HA
Designation: President
Who They Are:
A company led by HA, experiencing operational and productivity challenges.
What They Needed:
HA’s team sought improvements in production costs, marketing effectiveness, and role clarity to increase productivity.
What We Did:
ROI Performance Group reduced production costs by over 50%, revamped the marketing strategy, and clarified roles, leading to a more efficient, productive team with a clear path forward.
Testimonial:
“Our consulting experience began in May of this year, and we have seen improvements in every aspect of our business, from cultural shifts to financial, production, and distribution. Our marketing went from almost non-existent to best in class! Our production costs were cut by more than 50%. Clarifying procedures and roles has reduced confusion and increased productivity, giving our management team a clear path forward.”
Client: PS and DL
Designation: President (PS) and COO (DL)
Who They Are:
Executives of a growing business moving from a sales-driven to a profit-centered model.
What They Needed:
They required tools to track cash flow, identify profit leaks, and prepare for exit planning with a profit-focused approach.
What We Did:
ROI Performance Group provided data-driven tools and metrics for better financial oversight, enabling a shift to profit-driven management and future exit strategy planning.
Testimonial:
“Implementation has been excellent, with our consultant engaged closely with ownership. We now have tools and metrics to allow us to manage the company and cash flow by the numbers, and we’ve learned to identify and correct profit leaks. We are now profit-driven rather than sales-driven, with a clear path forward for our exit planning process.”
Tax Consulting:
Client: Atlanta Commercial Painting and Wall Covering Company Owners: Husband and Wife
Who They Are:
A commercial painting company based in Atlanta, run by a husband and wife team as an S corporation. They were projecting a net profit of $1.1 million, with additional personal real estate holdings.
What They Needed:
The clients needed to reduce their substantial upcoming tax liability, protect business and personal assets, and develop estate planning strategies.
What We Did:
TAVAS implemented a multi-entity structure to protect the clients’ real estate and give them control over their taxable income. Estate planning strategies were added to safeguard wealth for heirs and reduce estate taxes. Overall, these actions led to over $100,000 in tax savings, asset protection, and estate planning security for the future.
Client: Sole Proprietor of Oil & Gas Maintenance and Repair Company
Who They Are:
A sole owner of an oil and gas maintenance and repair company previously structured as an S corporation.
What They Needed:
The client required asset protection strategies, tax minimization for both business and personal finances, and estate planning to manage future liabilities.
What We Did:
TAVAS restructured the entity to enhance asset protection without impacting daily operations. This restructuring saved the client $12,000 annually based on state tax changes, and over $270,000 in the first year and $390,000 over five years through comprehensive tax and estate planning.
Client: Heavy Construction and Land Development Company
Who They Are:
A single-owner construction company specializing in land development and water projects, projected to increase revenue from $3.4 million in 2021 to $3.6 million in 2023 and 2024, with a profit margin of 25%.
What They Needed:
The client needed assistance with operational infrastructure, tax savings, and succession planning due to the company’s rapid growth.
What We Did:
TAVAS optimized the client’s tax structure, resulting in over $35,000 in annual tax savings. Additionally, we helped the owner better organize operations and provided succession strategies for future ownership transfer.
Client: Colorado Construction Contractor (Father and Son)
Who They Are:
A family-owned construction contractor specializing in utility installation and concrete work. The father owns 83% of the business, while the son owns 17%, and they also operate an equipment leasing LLC taxed as a partnership.
What They Needed:
With projected profits of over $1 million, the family was focused on tax savings, compliance, and minimizing self-employment tax liabilities.
What We Did:
TAVAS corrected tax filing errors, restructuring the equipment company to save on self-employment taxes. This restructuring provided $100,000 in annual tax savings for the father and $35,000 for the son, with an additional $10,000 saved from adjusting the equipment lease tax reporting.
Client: California and Texas Trucking Companies
Who They Are:
A client who owns trucking companies in California and Texas, operating under S corporation and C corporation structures, respectively.
What They Needed:
The client aimed to reduce tax liabilities while preserving a portion of their estate for charitable contributions to minimize estate taxes.
What We Did:
TAVAS identified missed tax-saving opportunities in the California company due to unclaimed deductions and improper distributions, advising amendments that saved over $350,000 in the first year and $1.7 million over five years.
