SUCCESS - In conjunction with attorneys, we implemented an asset protection plan integrating corporate, limited partnership and fiduciary entities to protect the assets of a high net worth individual. - Valued a $75 million distributor and participated in the structuring and negotiation of its sale. - Reviewed operating and strategic issues with senior management of a multi-million dollar orthopedic products manufacturer and assisted in maintaining access to capital sources to sustain a twenty percent annual growth. - Restructured the activities of corporations providing professional services to avoid the Apersonal service company classification. The new structure reduced taxes by more than $11,000 annually.

450 "B" Street, Suite 1480 San Diego, CA 92101 Telephone - (619) 296-2123 Facsimile - (619) 296-3329