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Veridian client results and measurable impact

Cost Segregation

$312,000 Accelerated Depreciation in Year One

$312K

Year One Depreciation

Client Profile

Real estate investor with a $2.4M mixed-use commercial property.

The Challenge

The property was being depreciated on a standard 39-year schedule, limiting current-year deductions and restricting available reinvestment capital.

Our Strategy

  • Performed engineering-based cost segregation study
  • Reclassified $1,180,000 into 5, 7, and 15-year property
  • Filed Form 3115 for catch-up depreciation
  • Modeled 5-year tax savings projection

The Result

  • $312,000 in accelerated depreciation in Year One
  • $128,000 in federal and state tax savings
  • Increased cash flow by 9.4%
  • Reinvested savings into an additional $1.1M acquisition

Long-Term Impact

Client reduced effective tax rate from 34% to 23% in the implementation year while strengthening portfolio expansion velocity.

Exit Planning

Increased Business Valuation by $1.8M

$1.8M

Valuation Increase

Client Profile

Professional services firm generating $3.6M in annual revenue with $840,000 EBITDA.

The Challenge

Owner intended to exit within 3 to 5 years but had no valuation framework, tax positioning, or buyer-ready documentation. Initial informal valuation estimate: $3.2M.

Our Strategy

  • Conducted formal valuation and quality-of-earnings review
  • Improved EBITDA margin from 23% to 29%
  • Reduced discretionary expenses by $210,000 annually
  • Structured tax-efficient entity planning
  • Modeled asset vs stock sale scenarios

The Result

  • EBITDA increased to $1,044,000
  • Final valuation range improved to $5.0M to $5.4M
  • Enterprise value increased by approximately $1.8M
  • Projected exit tax savings: $420,000

Long-Term Impact

Owner exited with 41% more retained wealth than originally projected, converting operational performance into structured generational capital.

Tax Optimization, Payroll & Bookkeeping

Increased Net Profit by 17%

17%

Net Profit Increase

Client Profile

Construction company with $4.2M annual revenue experiencing rapid growth.

The Challenge

Inconsistent bookkeeping, overpayment in payroll taxes, no quarterly tax projections, and cash flow unpredictability. Net profit margin was 8.5%.

Our Strategy

  • Rebuilt bookkeeping system
  • Integrated payroll restructuring
  • Implemented S-Corp reasonable salary adjustment
  • Designed quarterly tax planning model
  • Introduced KPI-based financial reporting

The Result

  • Reduced payroll tax burden by $96,000 annually
  • Identified $184,000 in deductible expense reclassification
  • Increased net margin from 8.5% to 14.9%
  • Improved cash reserve stability by 4.5 months

Long-Term Impact

Business transitioned from reactive compliance to proactive financial management, increasing retained earnings by $356,000 within 18 months.

Business Financial Planning

$2.7M Revenue Growth Roadmap

$2.7M

Revenue Roadmap

Client Profile

Multi-location service business generating $6.8M annually seeking expansion planning.

The Challenge

Growth was occurring organically but lacked structured forecasting, capital allocation modeling, and entity strategy for multi-location expansion.

Our Strategy

  • Built 5-year financial forecast model
  • Designed franchise scalability plan
  • Structured multi-entity architecture
  • Modeled capital stack and debt strategy
  • Implemented monthly financial dashboard

The Result

  • Created roadmap to scale revenue from $6.8M to $9.5M in 36 months
  • Increased projected EBITDA margin from 18% to 24%
  • Improved capital efficiency by 22%
  • Structured retirement tax shelter strategy saving $190,000 over 5 years

Long-Term Impact

Business positioned for regional expansion while strengthening enterprise valuation by an estimated $3.6M over a 5-year horizon.

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