Mc milan and Grunski
Macmillan and Grunski Consulting
73
DISCOUNTED CASH FLOW ANALYSIS
Directed
Sandra Macmillan was born and raised in Orlando, Florida, and joined the Peace Corps after receiving her bachelor’s degree in Economics. While in the Peace Corps she met Sam Soule, whose uncle ran Bolton, Soule, and Martinez Inc., a regional brokerage firm in Seattle. He mentioned that his uncle was always interested in hiring competent and hard-working people with broad vision. He suggested that she contact his uncle after completing her service. When she returned to the United
States, she wanted a change in climate and accepted a job with Sam’s uncle. She immediately became familiar with the operations of the firm and quickly identified better methods of accomplishing her work. This allowed her to accept more and more responsibility. After several years, she realized that she needed an MBA to provide her with the skills that would take her to the next professional level. At her request, she moved into a part-time position so that she could complete her
MBA in Finance at the University of Washington. After graduation she was promoted to a senior analyst with the firm. She began working closely with Betsy Grunski, a Stanford MBA who had been working as a financial analyst with the company for just over a year. Although Sandra enjoyed her work and the firm had been good to her, she wanted to open a financial consulting firm in San Francisco. After five years, Sandra managed to save enough in commissions to realize her goal. She convinced Betsy to become a partner and move to San Francisco to open their own financial firm,
Macmillan and Grunski Consulting.
Macmillan and Grunski Consulting provides financial planning services to upper middle-class professionals. Basically, the firm provides consulting services in the areas of income tax, investment and estate planning, insurance and employee benefits advising, and financial planning for small, family-owned businesses. The tax and legal
73
DISCOUNTED CASH FLOW ANALYSIS
Directed
Sandra Macmillan was born and raised in Orlando, Florida, and joined the Peace Corps after receiving her bachelor’s degree in Economics. While in the Peace Corps she met Sam Soule, whose uncle ran Bolton, Soule, and Martinez Inc., a regional brokerage firm in Seattle. He mentioned that his uncle was always interested in hiring competent and hard-working people with broad vision. He suggested that she contact his uncle after completing her service. When she returned to the United
States, she wanted a change in climate and accepted a job with Sam’s uncle. She immediately became familiar with the operations of the firm and quickly identified better methods of accomplishing her work. This allowed her to accept more and more responsibility. After several years, she realized that she needed an MBA to provide her with the skills that would take her to the next professional level. At her request, she moved into a part-time position so that she could complete her
MBA in Finance at the University of Washington. After graduation she was promoted to a senior analyst with the firm. She began working closely with Betsy Grunski, a Stanford MBA who had been working as a financial analyst with the company for just over a year. Although Sandra enjoyed her work and the firm had been good to her, she wanted to open a financial consulting firm in San Francisco. After five years, Sandra managed to save enough in commissions to realize her goal. She convinced Betsy to become a partner and move to San Francisco to open their own financial firm,
Macmillan and Grunski Consulting.
Macmillan and Grunski Consulting provides financial planning services to upper middle-class professionals. Basically, the firm provides consulting services in the areas of income tax, investment and estate planning, insurance and employee benefits advising, and financial planning for small, family-owned businesses. The tax and legal