The owners of an equipment manufacturing company always put their company's finances first, to such a degree that they built up considerable shareholder loans in the company, while carrying minimal corporate debt. The company was their primary asset, and a significant part of their net worth, yet they had limited personal liquidity.
Roynat Capital was able to see the big picture, and suggested that the owners consider a personal diversification strategy. Real estate assets were leveraged to repay a portion of the shareholder loans, and the loan was structured to ensure that there was no cash flow disruption. The owners were able to repay themselves, and embark upon an investment strategy that focused on them and their families, not just their business.