Case Studies

ALL THE SERVICES YOU NEED IN ONE PLACE

Our Case Studies is a curated collection that offers a firsthand look into the real-world applications of our products, services, or solutions. Explore these in-depth narratives to see how we've addressed unique challenges, delivered successful outcomes, and empowered our clients. Each case study is a testament to our expertise, showcasing practical examples of problem-solving, innovation, and the tangible impact we've made in diverse scenarios. Dive into these stories to understand the depth of our capabilities and envision how we can tailor solutions to meet your specific needs.

Tax Incentives for companies of all sizes and all industries.

Specialized Tax Incentives

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Cost Reduction Services for Businesses of all sizes and in all industries.

Cost Reduction

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Telecom, Cloud & IT Optimization Services

Telecom, Cloud & IT

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Reduce Costs.

Reduce expenses from your current service providers without having to change operations or providers.

Increase Profitability.

Elevate your profitability by leveraging our comprehensive cost reduction and tax services.

Enhance Valuation.

Optimize and elevate the valuation of your business through strategic initiatives and enhancements.

Upgrade Technology Infrastructure.

Revitalize and modernize your technology to enhance efficiency, scalability, and performance.

A well known international brand turns to

CG Moneta Consulting!

HOTEL

$995,775 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a 173-room hotel.

  • Commercial Property Owner: Yes
  • Purchase Price: $9,050,000
  • Amount invested in renovations: $2,501,852
  • Leaseholder: No
  • Annual Property Tax: $196,928
  • Annual Payroll: $4,234,119
  • Number of Full-Time Employees: 110
  • Number of employees (W-2) hired annually: 23
  • Monthly health insurance expense: TBD
  • Do you accept credit cards: Yes
  • Who is your processor: Elavon
  • Annual credit card volume: $7,876,423
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $1,686
  • Annual workers comp insurance premium: $96,180
  • Corporate Wireless Plan: Yes
  • Provider: Verizon
  • Number of Devices: 105 including tablets
  • Monthly Corporate Wireless Plan Expense: $4,250
  • Monthly Telecom, Cloud & IT expense: $1,500
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EUROPEAN RESTAURANT

$122,400 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a European Cuisine and Steakhouse Restaurant.

 

  • Commercial Property Owner: Yes
  • Purchase Price: $1,200,000
  • Amount invested in renovations: $120,000
  • Leaseholder: No
  • Annual Property Tax: $14,000
  • Annual Payroll: $359,117 (without tips)
  • Number of Full-Time Employees: 28
  • Number of employees (W-2) hired annually: 12
  • Monthly health insurance expense: $0.00
  • Do you accept credit cards: Yes
  • Who is your processor: Harbourtouch (Shift 4)
  • Annual credit card volume: $2,000,000
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $250
  • Annual workers comp insurance premium: $9,000
  • Corporate Wireless Plan: Yes
  • Provider: AT&T
  • Number of Devices: 6
  • Monthly Corporate Wireless Plan Expense: $550
  • Monthly Telecom, Cloud & IT expense: $1,500
Start Your Analysis

HEALTHCARE

PRACTICE

$1,341,307.20 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a Medical Facility.

  • Commercial Property Owner: Yes
  • Purchase Price: $12,110,035
  • Amount invested in renovations: $1,802,048
  • Leaseholder: No
  • Annual Property Tax: $283,075
  • Annual Payroll: $12,263,992
  • Number of Full-Time Employees: 169
  • Number of employees (W-2) hired annually: 38
  • Monthly health insurance expense: TBD
  • Do you accept credit cards: Yes
  • Who is your processor: Payline
  • Annual credit card volume: $2,981,594
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $3,987
  • Annual workers comp insurance premium: $104,119
  • Corporate Wireless Plan: Yes
  • Provider: Verizon
  • Number of Devices: 82 including onsite tablets
  • Monthly Corporate Wireless Plan Expense: $7,655
  • Monthly Telecom, Cloud & IT expense: TBD Full Discovery To Be Completed
Start Your Analysis

TOYOTA AUTO DEALERSHIP

$936,998 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a franchised new motor vehicle dealership.

  •   Commercial Property Owner: Yes
  • Purchase Price: $7,650,000
  • Amount invested in renovations: $3,690,000
  • Leaseholder: No
  • Annual Property Tax: $157,900
  • Annual Payroll: $1,686,000
  • Number of Full-Time Employees: 32
  • Number of employees (W-2) hired annually: 12
  • Monthly health insurance expense: TBD
  • Do you accept credit cards: Yes
  • Who is your processor: TBD
  • Annual credit card volume: $2,340,000
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $1,250
  • Annual workers comp insurance premium: $104,000
  • Corporate Wireless Plan: Yes
  • Provider: Verizon
  • Number of Devices: 32
  • Monthly Corporate Wireless Plan Expense: $3,043.97
  • Monthly Telecom, Cloud & IT expense: 1,750
Start Your Analysis

HVAC - 

Heating & Air Company

$64,075.08 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to an HVAC company.

 

  • Commercial Property Owner: Yes
  • Purchase Price: $280,000
  • Amount invested in renovations: $25,000
  • Leaseholder: No
  • Annual Property Tax: $10,000
  • Annual Payroll: $1,605,906
  • Number of Full-Time Employees: 25
  • Number of employees (W-2) hired annually: 5
  • Monthly health insurance expense: $4,600
  • Do you accept credit cards: Yes
  • Who is your processor: World Pay
  • Annual credit card volume: $1,100,000
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $450
  • Annual workers comp insurance premium: $1,825
  • Corporate Wireless Plan: Yes
  • Provider: AT&T
  • Number of Devices: 20
  • Monthly Corporate Wireless Plan Expense: $906.82
  • Monthly Telecom, Cloud & IT expense: $7,500
Start Your Analysis

COMMERCIAL JANITORIAL

$258,368.48 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a Commercial Janitorial Cleaning Service.

  • Commercial Property Owner: No
  • Amount invested in renovations: < $250,000
  • Leaseholder: Yes
  • Annual Property Tax: Included
  • Annual Payroll: TBD
  • Number of Full-Time Employees: 165
  • Number of employees (W-2) hired annually: 200
  • Monthly health insurance expense: TBD
  • Do you accept credit cards: No
  • Who is your processor: N/A
  • Annual credit card volume: N/A
  • Are transactions mostly in-person: N/A
  • Monthly waste & recycling expense: $300
  • Annual workers comp insurance premium: $110,000
  • Corporate Wireless Plan: Yes
  • Provider: AT&T
  • Number of Devices: 10
  • Monthly Corporate Wireless Plan Expense: $3,728.65
  • Monthly Telecom, Cloud & IT expense: TBD
Start Your Analysis

COMMERCIAL

ELECTRICIAN

$179,770 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a commercial electrician company.

  •   Commercial Property Owner: Yes
  • Purchase Price: $500,000
  • Amount invested in renovations: $0.00
  • Leaseholder: No
  • Annual Property Tax: $9,130.20
  • Annual Payroll: $4,418,000
  • Number of Full-Time Employees: 100
  • Number of employees (W-2) hired annually: 12
  • Monthly health insurance expense: TBD
  • Do you accept credit cards: Yes
  • Who is your processor: TBD
  • Annual credit card volume: $500,000
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $400
  • Annual workers comp insurance premium: $73,000
  • Corporate Wireless Plan: Yes
  • Provider: Verizon
  • Number of Devices: 35
  • Monthly Corporate Wireless Plan Expense: $2,500
  • Monthly Telecom, Cloud & IT expense: $728
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METAL ROOFING COMPANY

$352,100 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a Metal Roofing Company.


  • Commercial Property Owner: No
  • Amount invested in renovations: < $250,000
  • Leaseholder: Yes
  • Annual Property Tax: Included
  • Annual Payroll: $1,560,000
  • Number of Full-Time Employees: 36
  • Number of employees (W-2) hired annually: 10
  • Monthly health insurance expense: TBD
  • Do you accept credit cards: Yes
  • Who is your processor: TBD
  • Annual credit card volume: $25,000
  • Are transactions mostly in-person: In-person
  • Monthly waste & recycling expense: $7,360
  • Annual workers comp insurance premium: $130,000
  • Corporate Wireless Plan: Yes
  • Provider: Verizon
  • Number of Devices: 10
  • Monthly Corporate Wireless Plan Expense: $350
  • Monthly Telecom, Cloud & IT expense: $250
Start Your Analysis

SENIOR LIVING FACILITY

$1,178,769 Near-Term Cash Flow Benefit

The Expense Reduction Analysis to the right highlights the value that our services provided to a Senior Living Facility.

 

  • Commercial Property Owner: Yes
  • Purchase Price: $15,018,935
  • Amount invested in renovations: $85,702
  • Leaseholder: No
  • Annual Property Tax: $186,120
  • Annual Payroll: $5,162,727.76
  • Number of Full-Time Employees: 105
  • Number of employees (W-2) hired annually: 30
  • Monthly Health Insurance Expense: $670,052
  • Do you accept credit cards: No
  • Monthly waste & recycling expense: $3,126
  • Annual workers comp insurance premium: $76,015
  • Corporate Wireless Plan: No
  • Monthly Telecom, Cloud & IT expense: $23,988 all locations
Start Your Analysis