5999 Summerside Drive
Mr. Robertson is referred to ICMC by a friend who is an ICMC client. He is impressed by ICMC’s long-established history and reputation and its multi-family office approach. Having founded and built up his business over the years, he has received an attractive purchase offer he would like to explore. He acknowledges that this liquidity event will dramatically alter his current planning and investment horizons, and he would like a centralized approach to his financial matters. He is unsure about working with the large local bank of which he has been a customer for several years. The bank’s personnel appear to be always in flux, compensated for obtaining new accounts/selling financial products and seemingly always out when he calls. He has been called on by various departments to assist him with his changing situation, but does not feel confident in the bank’s ability to guide him properly. Mr. Robertson would like quite a bit more personal consultation than merely directing him to several of the bank’s own financial products and technology solutions. His friends are helpful and can point him to several different resources as he proceeds, but he would much prefer a coordinated approach and a clear action plan. In addition, he would like independent third-party guidance from a trusted source as he explores and ultimately structures the sale of his business.