Case Studies

Each case study below shows how mastering cash flow can make a big difference in the bottom line for an entrepreneur. Do you find any similarities with your circumstances? We can help!

Schedule a Visit

Case Studies

Each case study below shows how mastering cash flow can make a big difference in the bottom line for an entrepreneur. Do you find any similarities with your circumstances? We can help!

Schedule a Visit

Loni

  • Real estate developer and investor
  • Uses gains from one project to invest in the next
  • On average, loses 34%+ of gain to capital gains and depreciation recapture
  • Loni’s question to Cash Flow Mastered: How can I use more of my gains to build my future wealth?
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Loni

  • Real estate developer and investor
  • Uses gains from one project to invest in the next
  • On average, loses 34%+ of gain to capital gains and depreciation recapture
  • Loni’s question to Cash Flow Mastered: How can I use more of my gains to build my future wealth?
Show Full Study

Chris

  • Medical Professional
  • Wants to provide for retirement at his working lifestyle level
  • 10 employees
  • Benefits of ERISA
  • Chris’s question to Cash Flow Mastered: Why do my employees get more from retirement contributions than I do?
Show Full Study

Chris

  • Medical Professional
  • Wants to provide for retirement at his working lifestyle level
  • 10 employees
  • Benefits of ERISA
  • Chris’s question to Cash Flow Mastered: Why do my employees get more from retirement contributions than I do?
Show Full Study

Carol & Jim

  • Business Loan: $1,000,000 for 20 years at 5% interest
  • Total P&I due when introduced to 50/50: $1,200,000
  • Total P&I paid from cash flow to pay off debt: $557,000
  • Total savings in cash flow: $644,000 or 54%
  • Total savings in time: 10 years or 48%
  • The 50/50 Flexible & Free path eliminates this debt for half the amount, in half the time.
Show Full Study
mature man and woman with a frame graphic around them

Carol & Jim

  • Business Loan: $1,000,000 for 20 years at 5% interest
  • Total P&I due when introduced to 50/50: $1,200,000
  • Total P&I paid from cash flow to pay off debt: $557,000
  • Total savings in cash flow: $644,000 or 54%
  • Total savings in time: 10 years or 48%
  • The 50/50 Flexible & Free path eliminates this debt for half the amount, in half the time.
Show Full Study
mature man and woman with a frame graphic around them
mature man and woman with a frame graphic around them

Steve & Vicki

  • Own a manufacturing company
  • Work very hard but have felt under-rewarded
  • Have tried to sell the business, but the prospects only saw the business as “buying a job"
  • Have felt discouraged
  • Steve & Vicki’s question to Cash Flow Mastered: How can I dramatically increase my cash flow and the recognized value of my business?
Show Full Study
mature man and woman with a frame graphic around them

Steve & Vicki

  • Own a manufacturing company
  • Work very hard but have felt under-rewarded
  • Have tried to sell the business, but the prospects only saw the business as “buying a job"
  • Have felt discouraged
  • Steve & Vicki’s question to Cash Flow Mastered: How can I dramatically increase my cash flow and the recognized value of my business?
Show Full Study

Testimonials

“Cash Flow Mastered has been a great partner in my business the last few years. As a small business owner, I wasn’t sure how to best set up my finances to use the tax code to my advantage, set myself up for retirement, and plan for growth.” - Lindsey B.
“Cash Flow Mastered has been a great partner in my business the last few years. As a small business owner, I wasn’t sure how to best set up my finances to use the tax code to my advantage, set myself up for retirement, and plan for growth.”
- Lindsey B.
“I am happy to provide a recommendation for Cash Flow Mastered. I am a small business owner and was frustrated with the amount of taxes and loss of my small retirement from the recession of 2008 and 2009.” - Wesley S.
“I am happy to provide a recommendation for Cash Flow Mastered. I am a small business owner and was frustrated with the amount of taxes and loss of my small retirement from the recession of 2008 and 2009.”
- Wesley S.
"I have been so impressed and grateful for my team at Cash Flow Mastered. I feel confident we are in the best hands. I love how strategic they are about our structure and tax planning. They not only optimize for today but are setting us up for success long term.” - Spencer T.
"I have been so impressed and grateful for my team at Cash Flow Mastered. I feel confident we are in the best hands. I love how strategic they are about our structure and tax planning. They not only optimize for today but are setting us up for success long term.”
- Spencer T.
Mailing Address

Post Office Box 28, Bountiful, Utah 84011

Regional Offices

Dallas, Texas
New York City, NY

Contact

Phone: (801) 417-3260
Email: admin@cashflowmastered.com

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