Phase 3: Exit
Maximize After-Tax Proceeds on Your Business Sale or Exit
Selling a business without tax planning can cost you up to 45% of your exit in capital gains and depreciation recapture.
M&A Tax Due Diligence & Wealth Preservation
We work alongside your brokers and attorneys to structure asset sales vs stock sales, utilize QSBS exemptions, and defer gains via 1031 exchanges.
Section 1202 QSBS (Qualified Small Business Stock)
Up to $10 Million in 100% tax-free capital gains on qualified C-Corp stock exits.
1031 Real Estate Like-Kind Exchanges
Defer 100% of federal and state capital gains by rolling proceeds into replacement commercial properties.