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What we score

Your tax exposure on a sale is set by decisions you make 12 to 36 months out. 

Here's where we look first.

01

Income Planning

Owner comp, distributions, and the post-exit paycheck most founders never plan for.

02

Tax Planning

QSBS, trust strategies, charitable structures, and the moves that have to happen before the LOI.

03

Risk Management

The boat sinkers. Liability, key person, disability, and the gaps between your business and personal coverage.

04

Estate Planning

Trust structures, gifting windows, and the documents that should already exist before any deal closes.

05

Investment Management

What happens to a concentrated position once it becomes liquid. Diversification, taxes, and a plan that lasts.

06

Team Coordination

CPA, attorney, banker, advisor. Someone has to run point. We score whether yours is doing it.

Pre-Sale Tax Planning

Don't Tip the IRS.
Build the Tax Strategy Before the Exit.

The moves that close the gap between the headline number and what you actually keep only exist before the offer.

 

See where your current plan might cost you in unnecessary taxes in two minutes.

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You bet on yourself.
We're here to help you make the most of it.

You bet on yourself and won.

Don't hand a third of it to the IRS because nobody planned the sale.

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