Ideal Clients Profitable companies of all types and sizes. Read our small biz case study » Medical groups of all sizes. Read our medical group case study » Law firms of all sizes. Read our law firm case study » Sole proprietors. Read our self-employed/sole proprietor case study » Older business owners who have delayed saving for retirement. Family businesses and closely held businesses. Often, a benefit plan can be used as a component of succession planning. Professional firms of all sizes.
