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Rubric Financial

Case Studies

Quantified outcomes. Anonymized clients.

What our work actually produces, tax savings, compliance gaps closed, reporting upgraded, valuations defended. Client details are anonymized; numbers and methodology are real.

Every engagement is scoped to the specific business, none of these were templated. Tell us about yours and we'll propose a plan tailored to your situation.

Agency

Marketing Agency S-corp Conversion + Owner Comp Redesign

Owner saved $58K/year in payroll tax while staying within reasonable comp guidelines.

“We'd been told 'you should probably do S-corp' for years, but nobody ran the numbers or filed the paperwork. Rubric Financial did both, plus all the ongoing work.”
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Real Estate

Real Estate Operator: Cost Seg + 1031 Stack

$340K of accelerated depreciation in Year 1 of a $2.8M property purchase, with $187K of capital gains deferred from the prior sale.

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Restaurant

Restaurant Group: Multi-Unit Multi-State Payroll Consolidation

Consolidated payroll across four locations in three states, eliminated six monthly compliance gaps, and cut admin time by 60%.

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Professional Practice

Physician with Multi-State K-1s + Equity Comp

Coordinated personal return with K-1s from five partnerships across four states; AMT planning saved $42K on ISO exercise.

“Five K-1s, an ISO exercise, four states. I'd been filing extensions every year and writing penalty checks. Now it just works.”
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Family Business

Family Business Partner Buyout: Valuation + Structure

Defended a $4.2M buyout price against a $6.1M family demand, saving the operating partner $1.9M while preserving the relationship.

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Frequently Asked

Questions about these cases

Are these real clients?
Yes. Every case study describes a real engagement, and the numbers and methodology are reported as they actually happened. What we change is identifying detail: names, exact locations, and anything else that could reveal who the client is, because our clients' financial information is confidential.
Why are the clients anonymized?
Because the case studies contain the kind of financial detail, revenue, owner compensation, tax outcomes, that no owner wants published under their own name. Anonymizing lets us show the real numbers and the real methodology instead of vague testimonials, which we think is the more useful trade for a prospective client.
Will my results look like these?
Not necessarily. Every engagement here was scoped to a specific business, and none were templated. The case studies show the kind of outcomes our work can produce, tax savings, compliance gaps closed, reporting upgraded, valuations defended, but your facts drive your results. That is why engagements start with a scoping conversation.
How were the savings figures calculated?
Each case explains its own methodology, typically the difference between the tax owed under the prior structure and the tax owed after the change, or the quantified cost of a compliance gap that was closed. We report what the engagement actually produced, not projections of what it might produce.

Your situation

The useful question is whether yours looks like any of these.

Describe the business in a sentence or two and we will say plainly which of the cases above rhymes with it, which don't, and what the work would involve if you went ahead.

Fifteen minutes, one partner, no deck.

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