Our Proven Process for Reducing Capital Gains Taxes

Selling a business is a defining moment.

For owners exiting companies valued at $3M+, the sale can trigger one of the largest financial hurdles you’ll ever face: capital gains taxes. With the right planning, you can protect more of what you’ve built and secure the future you’ve envisioned.

Our 5-Step Framework

From clarifying your goals to post-sale wealth , each step ensures you exit on your terms with a strategy tailored to your unique vision.

1. Clarify Your Goals

Everything begins with a conversation. We take the time to understand what you want life to look like after the sale retirement income, family legacy, or capital for your next venture. Your vision defines the strategy

2. Gather the Details

We build a clear picture of your financial and business landscape. From ownership structure to transaction details, this step ensures no opportunity is overlooked.

3. Design Your Custom Strategy

With clarity on your goals and information, our team develops a tailored capital gains tax reduction strategy. These aren’t cookie-cutter tactics, but solutions crafted specifically for your situation.

4. Pre-Close Implementation

Timing is critical. The most effective planning is often started years in advance, but the 6 months prior to closing the “red zone” are essential. We coordinate closely with you and your advisors to ensure strategies are in place before the sale is finalized.

5. Post-Close Funding & Protection

Once the sale is complete, we move quickly to finalize and fund the strategy. This ensures your capital is working for aligned with the priorities we defined at the beginning.

Why Business Owners Trust Our Approach

Tailored to High-Value Exits – Focused on owners selling for $3M+, where tax exposure is significant.
Consultative & Personal – Every plan is unique, just like every business owner.
Results-Focused – Strategies designed to maximize savings and provide clarity at every stage.