Process: Canal Capital’s planning process revealed that, while our Entrepreneur client was very diligent and organized when investing in other people’s companies, he failed to take the same care for his own family’s finances.

The simple process of organizing and aggregating his affairs afforded him a better understanding of his financial situation. It also allowed us to better present him with potential planning opportunities. Additonally, it freed him up so that he could focus the bulk of his time on what he enjoys and does best – investing in businesses.

Because of our business consulting and accounting backgrounds, we are also able to offer our support to his due diligence efforts. Furthermore, our investment team is able to expand his opportunity set with access to additional deal flow.

Engagement:

Case studies presented are based on actual clients, however, some of the information may have been changed or altered . These studies are provided for educational purposes only.  Similar, or even positive results, cannot be guaranteed.  Each client has their own unique set of circumstances so products and strategies may not by suitable for all people.  Please consult with a qualified professional before implementing any strategy discussed herein. No portion of these case studies is to be interpreted as a testimonial or endorsement of the firms’ investment advisory services.