By the time the LOI lands, many of the best tax planning options are already off the table. Here is what exit planning actually covers, and why it starts earlier than most founders expect.
Why Exit Planning Frequently Starts Before a Letter of Intent Ever Shows Up Read More »
The structure of your deal, stock sale or asset sale, can shift your tax outcome significantly. Here is why each side has a preference, and what founders need to know before the LOI.
Stock Sale vs. Asset Sale: Why the Structure of the Deal Can Change Your Tax Outcome Read More »
A CPA files returns. A tax attorney structures the transaction. Both matter in a business exit, and confusing the two roles frequently means the strategy work never gets done.
CPA vs. Tax Attorney: Who Handles Strategy in a Business Exit? Read More »
The estate planning tools that work best for founders require pre-sale timing. Once the deal closes, the discounted-value transfer window is gone. Here is what that means for your exit.
Why Estate Planning for Founders Should Happen Before Liquidity, Not After Read More »
The One Big Beautiful Bill raised the QSBS cap from $10M to $15M. Here is what actually changed for founders, and why the structural requirements still determine whether you qualify.
What the One Big Beautiful Bill Changed About QSBS Read More »
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