These are NOT Real People!

The company, businessowners and employees described in this case are fictitious. What's more, the situation portrayed only scratches the surface of the many complex business and personal situations you'll meet in the business and professional markets.

Try this: To get the most benefit from this Case Study:

• As you read the case, make notes in the margins about planning ideas or additional information you'd like to have about the business or principals.
• Analyze the needs, wants, concerns and objectives of the businessowners.
• Design suitable planning suggestions and specific product recommendations using the Case Analysis & Solutions form which follows the Case Study.
• Compare your recommendations to the suggested analysis and general solutions provided at the end of this section.
• Identify other issues that these businessowners might want to address in the future.
• Conduct a what-if exercise in which you change the situation in ways that suggest different solutions than the ones you originally developed.