Case Studies
Anonymized representations of how we approach complex matters and the outcomes our clients walk away with.
ManufacturingDefending a $4.2M Breach of Contract Claim
Regional manufacturer (200+ employees)
Won summary judgment dismissing four of five claims and settled the fifth at 8¢ on the dollar three weeks before trial.
- Damages alleged
- $4.2M
- Final settlement
- $340K
- Reduction vs. demand
- 92%
- Time to resolution
- 11 mo
“Anderson & Associates understood our operations as well as our balance sheet. They handed us back a settlement we could close the books on.”
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Estate PlanningMultigenerational Estate Plan With $42M in Transferred Assets
Three-generation family-owned dealership
Designed a dynasty trust structure that moved operating equity to G3 with zero gift tax exposure and pre-funded buyout liquidity.
- Assets transferred
- $42M
- Gift tax paid
- $0
- Estate tax saved
- 38%
“Three generations sat at the same table for the signing. That has never happened in our family before.”
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M&ACross-State M&A: Software Company Acquisition
SaaS company (Series B)
Led a 90-day due diligence and acquisition sprint resulting in a successful asset purchase across three states with clean reps & warranties insurance.
- Deal value
- $18M
- Sign to close
- 90 days
- Post-close claims
- 0
“The diligence checklist they ran caught two items our investment bank missed. That alone paid the legal fees three times over.”
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