Insights
Why Exit Planning Frequently Starts Before a Letter of Intent Ever Shows Up
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.
Stock Sale vs. Asset Sale: Why the Structure of the Deal Can Change Your Tax Outcome
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.
CPA vs. Tax Attorney: Who Handles Strategy in a Business Exit?
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.
Why Estate Planning for Founders Should Happen Before Liquidity, Not After
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.
What the One Big Beautiful Bill Changed About QSBS
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.
How Financial Advisors Can Add Value for Clients Approaching a Business Sale
Financial advisors who coordinate early with exit tax counsel help clients keep more from a business sale and have more to invest afterward.
Let’s Talk About Your Next Move
Whether you are planning a company sale, reviewing your overall tax minimization strategy, or advising a client, the first step is a confidential conversation.
Covello Tax Law works directly with entrepreneurs, investors, advisors, and business owners nationwide to create strategies that optimize what they have built.
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