
Asset Sale Advisory
You Built It. Don't Let the IRS Take Half.
You've spent years building your business—late nights, sacrificed weekends, real risk. Now you're eyeing a life-changing exit. Then you see the tax bill and realize the government wants 30–60% of your sale price.
The Exit Nobody Prepares You For
Most entrepreneurs spend years building and about 30 days planning their exit. By the time they're at the closing table, it's too late to restructure and the tax liability is locked in.
The Reality of Asset Sales
Sell a business for $5M without planning: Federal capital gains $1M+, state taxes $200K+, net proceeds ~$3.8M. With proper structuring, net proceeds can exceed $4.4M—same business, same buyer, smarter structure.
It's Not Just Business Sales
- Business exits—partial or complete
- Real estate dispositions—investment and commercial
- Intellectual property—selling or licensing
- Equipment and machinery—major liquidations
- Partnership buyouts—ownership restructuring
Where Traditional CPAs Fall Short
Compliance is not strategy. Filing returns doesn't maximize outcomes. We lead with sale strategy first, tax execution second.
Advanced Strategies We Implement
- Installment sales
- 1031 exchanges
- Qualified small business stock (QSBS)
- Charitable structures
- Opportunity zones
- Asset vs. stock sale optimization
The Zero-Risk Guarantee
If we don't save you substantially more than our fee, you pay nothing.