When you sell, the tax man cometh. You probably have a competent CPA—at least we hope you do. We work with your CPA to help minimize taxes.

This is a specialized area of taxation, and while your CPA is good, they may not be conversant in this realm. It involves small company stock discounts, allocation of costs and revenue between tax rates, deferrals, write-offs affecting taxes but not EBITDA, and more—a lot more. Every situation is different, every company has opportunities. We’ve had no trouble working with local CPAs, and with our experience, we are not scared to provide legal opinion letters if need be. There is a Supreme Court case that states that citizens are allowed to minimize taxes.