Business Owners / Liquidity Events
Keep More of What You’ve Created
When the time comes to monetize your hard work, there are many ways to analyze tax consequences.
Our robust tool-kit includes:
Income Planning
The good news is, your business is booming. Your challenge is keep as much as possible of your earnings. We’ll collaborate directly with your CPA to share best practices and make sure you’re utilizing the many tools at your disposal to minimize taxation.
Pre-Transaction Planning
Structural Analysis
Analyze benefits of various structures (S-corp, C-corp, etc.) and valuation allocations within those structures.
Execution Analysis
Consideration given to immediate vs. staggered payments, including rollover into remaining entities.
Post-Transaction Planning
Offsetting Gain Opportunities
Review of multiple tax efficient opportunities, including charitable and tax credit markets.
Go-forward Tax Efficiency
Consider investment vehicles that allow tax-free compounding for high net-worth clients.
