Insight, Initiative & Action

Spring Mill Partners strives to connect the dots of your life. This is the most important and highest level of value we can provide … and it all begins with the strong personal relationships we forge. With deep knowledge of a client's entire situation, as well as movements of similar high net worth individuals, the Spring Mill Partners team is in a position to provide proactive value-added insights and initiate action that otherwise would not have occurred. This customized interaction is frequently the most valued part of the client experience, and is the result of Spring Mill Partners being fully immersed in the client's environment. The easiest way to understand how "Insight, Initiative & Action" works is through an example.Take a look at how one client came in to our office to discuss her personal tax situation and walked out with a half-million dollars of funding for her company.

Insight

Client Story

When a client was named CEO of an early stage medical device company, she met with the Spring Mill Partners team to discuss her new employment and conduct tax planning associated with the position. While discussing the new company and its quest for FDA approval of a new pharmaceutical delivery device, the Spring Mill team identified a one-time grant from the U.S. Government available for businesses operating in this space. Entirely focused on the development of the device and running a start-up venture, the client and her colleagues were unaware of the grant. With the filing deadline less than one week away, the staff at Spring Mill Partners completed the necessary research and expedited the required paperwork on behalf of the company. The grant application was submitted to the IRS on time, with the client only participating in the final approval of the submission. A few months later the client learned that her company received a federal grant of $500,000 to assist in the development of the company's cornerstone device.

Client Image"I have always enjoyed working with Spring Mill Partners, but this "catch" made me realize how valuable the relationship is to me. In a dynamic environment of policy changes, they connected my situation with opportunities unseen to me. I came in to discuss my personal tax situation and walked out with a half-million dollars of funding for my company."
- Healthcare Company CEO