Business Advisory
Exit Strategies
Multi-year exit planning so your sale is taxed the way you chose years in advance, not the way it happens to fall.
All Business AdvisoryWhat this is
Multi-year exit planning so the sale of your business is taxed the way you chose years in advance, not the way it happens to fall.
What is included
- Pre-sale entity and ownership restructuring
- QSBS, installment sale and trust-based planning where eligible
- Valuation coordination and net-proceeds modelling
- Post-sale wealth and estate integration
Who this is for
- Owners planning to sell in the next two to seven years
- Founders with concentrated, low-basis equity
Every engagement starts with a free consultation of up to 60 minutes with Brent. Quotes and initial consults are free; deeper assessments are scoped and priced on that call.
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Free consultation, up to 60 minutes
Talk through exit strategies with Brent.
Up to 60 minutes, no charge, and you leave knowing exactly what it would take.