Fee-only advisors specializing in business sale and exit planning.
A business sale is the single largest liquidity event most owners experience. Structural choices (asset vs stock sale, installment sale, QSBS, rollover equity, ESOP) produce 10-40% differences in after-tax proceeds. Pre-transaction planning (entity structure, QSBS qualification, installment sale eligibility, 1202 stacking) matters more than post-tr
Situations we handle
- Asset sale vs stock sale — which is right for my deal?
- QSBS — do I qualify and how much can I exclude?
- Installment sale — does it still make sense given my tax rate?
- Seller financing — should I hold a note?
- Rollover equity into PE — how do I value that?
- Post-sale: I just received $8M net after taxes, what's next?
Why a specialist. Investment bankers optimize for deal-close; M&A attorneys optimize for legal structure; CPAs often catch tax optimization only if looped in early. Exit-planning-specialist fee-only advisors coordinate across all three and add the financial-plan view the others miss. The best pre-sale tax planning happens 2-5 years before a sale — talking to a specialist late costs millions.
Tools & guides
Business Exit After-Tax Calculator
Model after-tax proceeds from different sale structures — asset vs stock sale, QSBS exclusion, installment sale.
Business Exit Planning Guide
Detailed framework — rules, tradeoffs, and common mistakes.
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