John Leggett: The Journey of a Serial Entrepreneur

John Leggett: The Journey of a Serial Entrepreneur

John was referred to Brian and the MGA team seven years ago for simple accounting work. While MGA handles 100% of tax-related items for John and his many companies, he states, “they’re a lot more than just taxes to us.”

John is a serial entrepreneur, always setting out to do things differently, to do things better. He currently has a number of different entities and different real estate ventures that he works with MGA on. From residential homebuilding to title companies and various investment entities, he has expanded his entrepreneurial portfolio and manages a variety of businesses.

Brian is John’s go-to solution when he needs advice on putting together a partnership deal, researching different case studies, or understanding how the tax treatment may work on something he’s using for structuring.

As he told us, “Brian is 100% a collaborator in the successes of our business. I’d say he is probably our strongest professional relationship, and we utilize his expertise constantly. We’ve referred so many people to him and are happy to do so because we know he’s going to take good care of anyone we send his way.”

John and all of his companies also use our Technology and Strategic Consulting (T.A.S.C.) services. We have helped his team implement various technologies around their businesses. Each new methodology has been instrumental in cutting down time, reducing mistakes, and creating checks and balances.

Our Technology and Strategic Consulting Services (T.A.S.C.) are taking John’s companies to new heights, freeing up his time to do what he does best.

Click here to read more about John Leggett’s successful entrepreneur journey and why we are his go-to resource for strategic business advice.

Core Legal Concepts LLC

Core Legal Concepts LLC

Core Legal Concepts went looking for a partner that they could trust. Someone who could run with their tax issues and didn’t need direction. They had years of taxes that needed to be reviewed and cleaned up. They were referred to Brian Miller and the MGA team and discovered just the right answer to their dilemma.

MGA took the reins, creating a relationship built on a high level of confidence with the Core Legal team.

The situation they were facing was very complex. Eric Pubentz, one of the four members of the Core Legal founding team, was constantly receiving letters from tax entities all over the country and the federal government saying there were penalties for this and interest for that. Mistakes were haunting them. Things were going wrong all the time. That’s when MGA stepped in, and within a few months, everything was turned around and cleared up. There has been smooth sailing, ever since.

“Our relationship with Miller Grossbard allows us to always look at our finances from 35,000 feet. I don’t have to know any of the details. They review our financials every quarter and tell us exactly how much we need to pay for our quarterly payments, and it's just so easy. They're always right on top of that. And I think that was our goal from them, to stop us from ever being surprised by tax bills again.” — Eric Pubentz

Eric has a relationship with MGA built on excellent experiences and the confidence that the information is accurate and the recommendations appropriate. The communication is understandable. Core Legal knows what they have to do, and the MGA team helps them sleep well at night.

In other words, we make the complex simple for Core Legal Concepts.

To read more about Core Legal Concepts and their remarkable journey, both as a business and their relationship with MGA, click here.

Lasco Enterprises℠ and Laura and Jerry Lasco

Lasco Enterprises℠ and Laura and Jerry Lasco

Laura and Jerry Lasco are in the restaurant business — not one but nine very successful restaurants and growing. Lasco Enterprises℠ came to life after 9/11 when Jerry, a former airline pilot, knew he wanted to do something different with his life. He and Laura loved wine, so the business started with a wine tasting restaurant and expanded from there, as they tested different concepts.

As successful entrepreneurs, they knew they were on their way to someplace exciting. Jerry focused on the food and wine. Laura, an attorney, takes care of, as she says “a little of everything else.”

They knew they needed the right partners to help support their business in the major areas, particularly in the financial and accounting support area. While they tried to be very selective about whom they hired, they found some of the first companies they used provided tactical services not strategic support. Growing their business needed someone who thought like they did and partnered with them.

Then they went searching for the right teammate. A trusted colleague suggested they meet with Brian and the MGA team. Oh my — what a difference.

MGA just didn’t continue doing compliance work the way others had done it in the past. “They took the time to evaluate our business and structure and found mistakes and opportunities that saved us tens of thousands of dollars.”

MGA considered the long-term goals and helped structure a new venture in a way that would provide the most flexibility and provided the best planning for their long-term estate — and, as Laura admits, “that is something we hadn’t even considered. Brian is always ready to meet with us and has become a wonderful friend, a partner in our success together.”

Most important for Laura and Jerry is that feeling that MGA is a partner that they can bounce ideas off of and get honest, accurate feedback about plans, allowing them to think forward.

To learn more about Lasco Enterprises℠, click here.