Protect. Guide. Create

Real Results. Real Impact. Real Legacy.

At Veridian Strategic Planning Group, we measure our success by the legacies we help build. From increased cash flow to multimillion-dollar exits, our clients are achieving extraordinary financial outcomes through strategic planning and execution. Explore how our service pillars work together to unlock new levels of success for business owners across industries.

What We Do Best

Business Planning

Strategy Meets Legacy

Case Study: Real Estate Developer | $12M Annual Revenue

Challenge: Unclear succession plan and inefficient entity structure

Solution: Entity restructuring, buy-sell strategy, executive bonus planning

Result: Protected $327K in tax savings and transitioned ownership to family trust

Case Study: Private Practice Group | $3.5M

Annual Revenue

Challenge: Chaotic cash flow and lack of financial visibility

Solution: Installed financial dashboard, revenue forecasting, and insurance planning

Result: Increased monthly profit margin by 23% and secured retirement coverage

Business Funding

Fuel Growth Without Sacrificing Equity

Case Study: Retail Franchise | $2.7M Annual Revenue

Challenge: Expansion delayed due to lack of funding

Solution: SBA loan packaging + bridge lending strategy

Result: $1.2M in total capital secured for new location and staff hiring

Case Study: Transportation Firm | $18M Annual Revenue

Challenge: Cash flow strain from rapid growth and equipment needs

Solution: Term loan + tax strategy combo using cost segregation

Result: $420K in tax savings + $1.2M in growth capital accessed

Tax & Accounting

Reduce Liability. Increase Efficiency. Stay Compliant.

Case Study: E-commerce Retailer | $4.8M Annual Revenue

Challenge: Underutilized tax deductions and poor expense tracking

Solution: Strategic tax review, custom accounting system, quarterly reconciliation

Result: Reduced taxable income by $186K and increased net profit by 28%

Case Study: Logistics Company | $18M Annual Revenue

Challenge: Inconsistent reporting, missed deductions, and audit exposure

Solution: Full accounting system overhaul, proactive tax planning

Result: Recovered $72K in prior-year overpayments and ensured audit readiness

Cost Segregation

Unlock Hidden Cash Flow in Your Buildings

Case Study: Multi-Family Developer | $25M Property Portfolio

Challenge: Long depreciation schedule reducing cash availability

Solution: Full-engineered cost segregation study

Result: Captured $1.7M in accelerated depreciation and reinvested into new development

Case Study: Manufacturing Facility | $9.2M Asset Value

Challenge: High tax burden from real estate holding

Solution: Cost segregation with repair vs. improvement analysis

Result: $312K in tax savings within the first year

Explore Cost Seg Benefits

We Serve Bold Entrepreneurs and Purpose-Driven Founders

7 -aND 8-fIGURE bUSINESS owners

Real Estate Investors & developers

Medical & Dental Practices

Construction & Trades Businesses

cannabis business owners

transportation & logistics companies

Professional service firms

fRANCHISES & MULTI-UNIT OPERATORS

NONPROFITS & SOCIAL ENTERPRISES

Ready to Write Your Success Story?

  • Let’s design a plan that works for your business—whether you’re scaling, exiting, or optimizing your operations.

Get In Touch

Address

Office: 9595 Six Pines Dr. The Woodlands Tx, 77380

Assistance Hours

Mon – Sat 9:00am – 8:00pm

Sunday – CLOSED

Phone Number:

346-309-6977

Unleash Your Business Brilliance.

© 2025 Veridian Strategic Planning Group - All Rights Reserved

(346)-309-6977

9595 Six Pines Dr., The Woodlands Tx, 77380