Learn more about
Don't Just Sell...
Exit with Tax Efficiency and Lifetime Income Confidence
You’ve built a great business. Now you’re considering selling. But here’s the question we ask every business owner:
“What will you walk away with — and how much tax will you end up paying to the IRS?"
Will you lose 20% to Capital Gains?
Will you get the maximum valuation you deserve?
Will you restructure to gain the $10 Million Tax Exemption?
Schedule a 15-Minute Discovery Call with our team
Schedule with us and receive a FREE
"Business Pre-Sale Tax Planning Checklist"
Case Study #1
Tech Company
(Uses QSBS to Save Millions)
Industry: Software / SaaS
Situation: A founder exited her startup after more than 5 years of growth. The company had raised venture capital and was structured as a C-Corporation.
Challenge: The founder expected over $25 million in capital gains. Without planning, she faced a combined tax hit of 37%+ between federal and California state taxes.
Strategy Implemented:
Confirmed the stock qualified as Qualified Small Business Stock (QSBS) under IRC §1202.
Ensured the holding period exceeded five years.
Structured the sale to avoid disqualifying events (e.g., redemption or early transfer).
Outcome:
The founder claimed a $10 million tax-free capital gain, saving more than $3 million in taxes and reinvested the rest tax-efficiently.
Additional gains were deferred using a Charitable Remainder Trust.
Case Study #2
Dental Practice
(Uses Installment Sale to Reduce Taxes)
Industry: Dental / Medical Practice
Situation: A retiring dentist was selling both his practice and the building it operated from. Combined value was approximately $2.2 million.
Challenge: An upfront sale would have triggered a substantial capital gains and depreciation recapture tax bill — nearly $575,000.
Strategy Implemented:
Structured the sale as two installment contracts — one for the practice (8 years) and another for the building (16 years).
Spread the gain across many years, keeping the seller in a lower tax bracket. Received consistent monthly income as a retirement supplement.
Outcome:
The seller retained ~96% of the total sale proceeds after taxes, with a significantly reduced effective tax rate and steady income post-sale.
Case Study #3
Medical Clinic
(Navigates Regulated Asset Sale)
Situation: A physician was retiring and selling a multi-location practice in a state with strict medical licensing rules. Only licensed physicians could legally own the business.
Challenge: Limited buyer pool and complex transfer process due to healthcare regulations. Buyer wanted an asset sale to depreciate goodwill and equipment.
Strategy Implemented:
Structured as an asset sale with careful attention to allocations (goodwill vs. hard assets).
Coordinated with legal, licensing, and escrow teams to ensure compliance. Seller used a portion of proceeds to fund a Donor-Advised Fund pre-sale for tax deduction.
Outcome:
Deal closed successfully in under 9 months. The seller reduced taxable gain using the DAF and avoided delays through preemptive compliance planning.
Case Study #4
Professional Services Firm
(Uses Partner Buyout & DST)
Industry: Accounting / Consulting
Situation: Two senior partners in a multi-partner firm planned to exit and sell their combined 45% equity to the junior partners.
Challenge: Immediate payout would create a large capital gains bill for the exiting partners and strain firm liquidity.
Strategy Implemented:
Set up a 7-year installment sale with a modest down payment and interest-bearing note.
Used a Deferred Sales Trust (DST) to defer capital gains and reinvest pre-tax proceeds. Coordinated life insurance-funded buyouts for succession and estate liquidity.
Outcome:
The partners deferred recognition of taxable gain, lowered their effective tax rate, and created long-term income while keeping the firm’s finances healthy.
Frequently Asked Questions
Can you work with my CPA on Tax Strategies?
Yes, often we educate the CPA on the Advanced Tax Strategies we are using so we can better help you achieve the best results.
What are your cost for working with my company?
This depends upon the services you have requested. Our Strategy meetings are no cost, but the implementation may carry a cost depending upon the services involved.
Why are you finding Tax Savings my CPA has not?
We often find that CPAs focus on Compliance and not on Tax Strategies. A good team often consist of a Financial Advisor for the strategies and a CPA for the adherence of tax code.
We strive to offer you the tax planning you deserve!