Case Studies

1) Client name Ken L. (Physical Therapist, Age 71) 2) What was the client’s biggest problem? The physical therapist owner wanted to retire but needed

1) Client name Michael C. (Naturopathic physician, Age 66) 2) What was the client’s biggest problem? The physician owner had a key employee who desired

1) Client name Katrina W. (Internal Medicine physician, Age 65) 2) What was the client’s biggest problem? The physician owner needed to abruptly sell her

1) Client name Michael H. (Family Medicine physician, Age 68) 2) What was the client’s biggest problem? The physician owner wanted to retire at the

1) Client name John H. (Obstetrics & Gynecology physician, Age 66) 2) What was the client’s biggest problem? The physician owner wanted to retire at

1) Client name Estate of Philip G. (Pediatrician, Age 68) 2) What was the client’s biggest problem? The physician owner had suddenly passed away and

1) Client name Drew D. (Internal Medicine physician, Age 50) 2) What was the client’s biggest problem? Wanted more work/life balance, time to start a