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Exit & Transaction Planning

The sale is one day. The tax outcome is decided years before.

Sale readiness, deal structure, due diligence and succession, planned with the after-tax number in view from the first conversation.

Request a ConsultationCall (727) 474-0922

Most owners sell a business once. Buyers, and their advisors, do this every month. That asymmetry costs sellers real money, and almost all of it is decided before the letter of intent: how clean the books are, how the entity is structured, whether the deal is assets or stock, and how the proceeds are timed.

Our transaction work starts years out when possible, and moves fast when it has to. We prepare the financials buyers will actually believe, model asset versus stock treatment, weigh seller financing and earnouts after tax, and coordinate with your attorney through diligence. For owners handing the business to family or a partner, succession gets the same discipline with a different destination.

Transaction work, end to end

i.
Exit readiness reviewBooks, entity structure, and owner dependencies assessed the way a buyer will assess them.
ii.
After-tax deal modelingAsset versus stock, earnouts, seller notes, and timing, compared in dollars you keep.
iii.
Due diligence supportThe data room, the questions, and the defense of your numbers.
iv.
Succession planningFamily and partner transitions structured over years, not scrambled in months.
v.
Post-sale planningProceeds, estimated taxes, and the first year of your next chapter.
The Value of One Firm

On a significant sale, structure and timing can move a large share of the after-tax outcome. This is among the most valuable planning most owners ever do.

Questions

Asked and answered

When should exit planning start?
Two to five years before you want to sell, ideally. That is enough time to clean the books, fix the structure, and grow the number buyers pay for. If the offer is already on the table, call today; there is still meaningful work to do before you respond.
A buyer approached us out of nowhere. Now what?
Do not answer their price with your gut. We model the offer after tax, prepare the financials, and get your attorney involved early. Unsolicited offers are negotiations that started without you.
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Related reading

i.Outsourced Accounting & CFOVISIT →ii.Business Tax PlanningVISIT →iii.Corporate & LLC ServicesVISIT →
Begin the Conversation

One conversation. Everything handled.

Tell us where your finances live today, even if that means fragmented providers and disconnected responsibilities. We will show you what one coordinated firm takes off your plate.

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