What’s next–planned
Your Business—It’s a Living Legacy
Every business decision you make shapes its future, and your own. I can offer practical, proven strategies grounded in insight—helping you preserve and grow the business and wealth you’ve worked so hard to build. I can tap specialized services designed to help optimize and transition your business. This includes succession planning to identify and prepare future leadership, ownership transition frameworks that guide smooth handovers or exits—whether to family, partners, or external buyers—and legacy planning to align the business transition with personal and family goals.
Managing Concentrated Wealth
Helping you build a well-diversified investment portfolio based on your unique circumstances.
Business Exit Strategies
While each business and transition are different, I can help you navigate the path forward.
Legacy Planning
Helping you build an estate and legacy plan that makes sure your business transition supports what matters most—your family and your future.
Assisting Business Owners with the Sale of Their Business
When selling a business, I help owners explore a variety of tax strategies designed to potentially reduce their overall tax burden, including philanthropic solutions. Together, we can evaluate the following tax-smart strategies:
By combining these strategies with a personalized approach, I work to help business owners navigate the complexities of selling their business while maximizing tax efficiency and achieving their long-term financial goals.
- Donor-Advised Funds (DAFs): A flexible charitable giving vehicle that allows you to make tax-deductible contributions and direct funds to charities over time.
- Charitable Remainder Trusts (CRTs): A strategy that allows you to donate assets to charity while receiving income for a set period, with potential tax benefits.
- Like-Kind Exchanges (1031 Exchange): For real estate, this strategy allows you to defer capital gains taxes by reinvesting sale proceeds into a similar property within a defined period (Note: This option is no longer available for personal property since 2017).
- Capital Loss Harvesting: Selling investments at a loss to offset capital gains and potentially reduce overall tax liability.
- Estate Planning Strategies: Collaborating with tax and legal advisors to implement strategies such as family transfers and gifting to minimize estate tax implications upon the business owner’s passing.
By combining these strategies with a personalized approach, I work to help business owners navigate the complexities of selling their business while maximizing tax efficiency and achieving their long-term financial goals.
“The time to repair the roof is when the sun is shining.” - John F. Kennedy