Complimentary 30-Minute Introductory Session

Schedule YourBusiness Exit Tax Review

Planning to sell your business? Learn how to structure your exit to minimize capital gains and maximize after-tax proceeds.

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30 minute session

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February 2026

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What We'll Discuss

1Estimate your business sale tax exposure

2Explore installment sale & trust strategies

3Understand pre-sale planning opportunities

4Get a timeline for tax-optimized exit planning

🔒Secure & Confidential

⏱️30 Minutes

💰No Cost

📞Phone or Video

What to Expect

Your strategy session is a no-pressure conversation focused entirely on your situation. We'll discuss your current financial position, your goals, and whether our strategies are a good fit for you.

No sales pressure. Just clarity about your options.