You’ve spent most of your life building financial independence as a business owner. As your revenue, profits, and tax liabilities grew, there may have been a point where the business outgrew the advice you needed to pay less tax and keep more of it. If you're paying more than $500,000.00 a year in tax, we can help.
And when you prepare to sell your greatest asset, your exit tax liability looms even larger – with the potential to wipe out a third or more of your net proceeds. If you are selling an appreciated asset for more than $5M, our strategies can help you control and reduce the single most important tax event of your life!
Establishes a clear course to reduce
or eliminate tax consequences.
Identifies the milestones in a
sound transaction strategy.
Clarifies the most advantageous
timing for each leg of the journey.