We help business owners move money from their business pocket to their personal pocket in a tax advantaged manner.

Our “Capital Transfer Strategy” Program Neutralizes Federal and Capital Gain Tax

Planning Opportunities to increase personal wealth and spendable income

• Selective, Owner / Executive Compensation
• Repositioning qualified plan assets – [IRA/401(k) Accounts]
• Pre-business sale liquidity
• Post business sale proceeds – [relief from capital gains]
• Deferred Compensation

Shift personal wealth to creditor and predator protected assets.

Executive Compensation

Grow your business by retaining your executive talent; provide a Non-Qualified Executive Compensation Plan.

• Expansive and Flexible Plan Design
• Attract Executive Talent
• Fosters Executive Loyalty
• Incentivize Creativity

Maximize your Business Transfer Value with Minimal Taxes

75% of business owners would exit today if their financial security were assured.
Without consulting, US capital gain taxes can eat up the value of your business.

• Strategically Designed Living Buy Outs
  “Everything we do on behalf of our clients is coordinated with their tax advisers”