Our Services
We provide high-level consulting and execution for business sales, tax strategies, and wealth protection—customized for founders, entrepreneurs, and high-net-worth individuals.
01
Business Sale Planning
• Valuation preparation
• Buyer readiness consulting
• Deal structure analysis
• Exit timing optimization
02
Tax Strategy Consulting
• Capital gains tax mitigation
• No estate tax planning
• Spendthrift trust integration
• Deferred compensation strategies
03
Business Restructuring
• Entity restructuring
• Profit and operations consulting
• Succession planning
• Key employee retention strategies
04
Legacy & Wealth Planning
• Trust-based tax planning
• Asset protection frameworks
• Generational wealth transfer
• Charitable giving strategies