The Planner

Real Estate Case Study

Scroll down to see more
Arrow down button
The Planner illustration graphic
Login
Close popup button
June 26, 2020
By
Core Group US
Case Studies

You try on shoes; you test drive a car, you even read the online samples of a book before you finally make a purchase. Doing your due diligence is just part of the process in any purchase, and we’d expect nothing less if you’re looking at bringing Core Group US into the fold to take your business to the next level.

The best way to get a feel for how a customized plan from Core Group US would work for you is to just try it for yourself. The second best choice, however, is to get a first-hand account of how it works for someone else. We were fortunate that one of our clients, a real estate investor named Gavin, was able to sit down and share with us some of his thoughts on his experience working with Core Group US.

Core Group US – What business are you in?

Gavin – We’re a firm that focuses on real estate investment. More like wholesale real estate than just the management of small properties.

CGUS – So what was going on in your business that led you to reach out to Core Group US?

Gavin – I wouldn’t say that there was a problem point that drew us to Core Group US. Things were going fine, mostly. What sold us was reading about the Profit First Cash Management System e-book from you guys. The material in the e-book really made sense to us, and even though things were fine at the office, we saw that there was room for improvement, so we made the call.

CGUS – How long have you been with CGUS?

Gavin – We just crossed the one-year mark this spring.

CGUS – Now that you’ve been working with Core Group US for a while, what’s your take on the process and the working relationship?

Gavin – It’s really fantastic. The process was easy to implement and just like they said in the book, the Profit First system has worked as it was advertised. The communication from their entire staff is first-rate. They respond quickly when you have questions and they are very proactive in keeping you informed about what they’re up to.

CGUS – If you don’t mind us getting into the nuts and bolts of what you do, what changes did CGUS help you make, and have they been effective?

Gavin – It’s no problem at all! That’s why we’re here (laughs). Without getting into the boring technical details, their suggestions began with creating multiple bank accounts. From there, we distribute cash accordingly to the accounts. It almost seems like it would be counter-intuitive, like that would make the cash flow harder to track, but they were right! It’s easier to pay attention to what’s going in and out, and it’s helped our bottom line immensely. We thought we had a tight handle on things before, but now it’s clear that their recommendations have taken us to a place where we’re actually in control of spending and paying regular attention to costs.

CGUS – So knowing what you know now, who would you recommend CGUS to?

Gavin – Oh, man! Who wouldn’t I recommend them to?! I’ve already told a bunch of people about
them, and I’m probably going to tell more. It’s not the kind of experience you want to keep to yourself.

CGUS – Who’s your contact at CGUS?

Gavin – Chelsea Powers. She’s just phenomenal. Professional, helpful, responsive, and just an overall sweet person.

CGUS – What else has Core Group suggested that has made a difference in your work?

Gavin – One thing they suggested was making the change from an ordinary LLC into an S-corporation. Now that we’ve made the change, it’s pretty obvious that this was a great move for us. We might not have done it without them.


Thanks for the info, Gavin! Good luck in the future.

Change can be a bit scary, but when you know that the change is going to take you in a positive direction, it’s much easier to take that first step. When you bring Core Group US into your operation, our first goal is to understand who you are and where you want to go. When we devise a plan, it’s with your strategy and values in mind.

Do you think that something like this might be a benefit to your organization? We’re ready to show you what we can do, so give us a call or send us a message and let’s set up a free consultation and brainstorm about possible ways to move your operation forward.

MORE INSIGHTS IN THE (FREE!) CORE EBOOK

For more insights into how our services help small business owners grow their company, our free eBook is full of useful strategies and real-life case studies from businesses just like yours.

Download it now!

Ask Us a Question
Seems like no one has asked a question yet. Be the first one to do so by filling the form below
Thank you for engaging with us!
We’ll review your question and notify you as soon as we post our answer as quickly as possible. If you have any other questions, you can reach us at your earliest convenience
Oops! Something went wrong while submitting the form.
No items found.
Latest
Case Studies
Articles:
Similar
Case Study
Content:
More Related Content
We couldn't find any related content.
Corey using his computer

Ready to learn how to lower your taxes with better planning?

Nobody can predict the future, but we can get pretty close. We can show you what your future looks like when you have Core Group in your corner.

Schedule Free Consultation
Contact Us
We respect your Privacy. The information you provide will be used to answer your question or to schedule an appointment if requested.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Close popup button