Case Studies

Our client, the owner of a successful law firm private practice, faced the daunting task of selling their business. They had a long-term RIA who didn't know where to begin with finding potential buyers. Hornsby, Benson & Hughes Co® stepped in to understand the client's business and sourced firms that met their criteria as PE buyers. We coordinated closely with the RIA and presented a series of prospective acquisition firms. After extensive discussions, introductions were made, enabling meetings between the client, the RIA, and the acquisition firm. Eventually, they successfully found a compatible firm to facilitate the practice's exit.

Similar to Case Study 1, a client who owned a thriving medical private practice had a long-term RIA. Their RIA was uncertain about where to start when it came to selling their practice. Hornsby, Benson & Hughes Co® worked closely with the client to understand their business and identified potential acquisition firms with the RIA. We then engaged in discussions with the RIA and facilitated introductions for meetings between the client, the RIA, and the prospective acquisition firm. This collaborative effort led to the successful transition of medical practice.

Our client, who inherited a significant amount of timberland, wanted to explore carbon offset projects to generate additional income. This initiative required establishing relationships for enrolling the property in voluntary and compliance carbon offset programs. Hornsby, Benson & Hughes Co® worked in tandem with their RIA to establish the necessary connections. We also assisted the RIA in sourcing a list of qualified buyers to interview and sell the carbon credits to. Our support extended beyond the RIA's capabilities and proved crucial in achieving the client's goal.

A family with properties in multiple countries across various continents faced the challenge of managing their extensive real estate portfolio. The exotic locations and the complexity of their holdings exceeded the capacity of their RIA and traditional property management. Hornsby, Benson & Hughes Co® presented turnkey solutions to the RIA that aligned with the family's unique needs. We assisted in acquisitions and deployment of these solutions, effectively streamlining the management of their international property assets.

An RIA approached us with a client living in Europe who had acquired a valuable artwork from Sotheby's and needed to store it in a freeport on the east coast to avoid import taxes when reselling the painting within the next five years. Hornsby, Benson & Hughes Co® assisted the international RIA in sourcing the necessary solutions to meet the client's objectives, ensuring a secure and tax-efficient storage solution for the high-value artwork.