Exit Planning for Entrepreneurs and Investors
Covello Tax Law helps you plan, structure, and execute your exit to protect what you’ve built and minimize taxes with strategies proven to hold up under scrutiny.
Turning a Sale Into a Strategy
Selling a company or major asset isn’t just a transaction; it’s the culmination of years of work and risk. The right planning can make the difference between preserving your success and leaving unnecessary value on the table.
Covello Tax Law guides entrepreneurs, founders, and investors through the entire exit process, from entity structuring to closing and beyond. Our goal is simple: reduce risk, preserve value, and create a defensible structure that delivers lasting confidence and impactful tax reduction.
Transaction Timing and Coordination
Timing matters. We coordinate with your financial and legal advisors to align structure, sequencing, and execution for optimal tax outcomes.
Defensible Tax Strategies
Every plan we create is grounded in technical precision and practical experience, designed to withstand scrutiny and deliver confidence.
What Exit Planning Involves
Pre-Sale Structuring
We review your entity structure, cap table, operations, and business to design a tax-efficient exit that does not interfere with your plan.
Post-Sale Optimization
We help structure estates that integrate business interests, liquidity events, and long-term goals. Our role ensures that your client’s planning remains cohesive, compliant, and lasting.
Why Clients Choose Covello Tax Law
Collaborative With Your Team
We work directly with your advisors, accountants, and transaction counsel so that every part of your exit plan aligns seamlessly.
Proactive, Not Reactive
We help you prepare early, identifying opportunities in advance and avoiding costly surprises when an exit or tax-planning opportunity is near.
Value and Flat Fee Billing
We work primarily on flat fees and defer a substantial portion of our fees until liquidity events. Before we charge you a dime, you will have certainty on our fees, based on the value that we help you create. You’ll also pay your fees when you realize the value. If your deal doesn’t materialize, you don’t pay our deferred fees.
Proven in Complex Transactions
Our strategies are built to meet the highest legal standards and perform with confidence under IRS or other tax examiners’ scrutiny.
Armed With Common Tactics. And Custom Ones
We help clients with tried-and-true tax planning techniques installment sales, QSB planning, charitable planning, entity optimization, cost segregations, bonus depreciation techniques, and tax deferral planning are all in our wheelhouse. But, we go deeper and do not quit with the most common planning techniques that do not meet your expectations. We create custom techniques for each and every scenario when ‘cookie-cutter’ planning just won’t do.
Start Planning Today
Effective exit planning starts today. Whether you’re considering a sale, evaluating offers, or on the eve of close, Covello Tax Law helps you plan ahead, so more of what you’ve built stays with you.
Please do not include sensitive financial or tax details in your message. All inquiries are kept confidential.
