Transactional Tax Consulting


Planning for a transaction with your business can be both very emotional as well as one of the most financially significant decision a business owner will ever make. The planning for this event should be years in the making. In fact, planning may begin as early as the business setup to make sure you have the correct framework in place for a tax efficient transaction.

We work with you before, during, and after a transaction to plan for both the business and personal side. Not all transactions are complete exits and sometimes business owners exit but hand the day to day operations off to the next generation. We work with you and your other professional advisors to structure the transaction to meet your goals.

While a business transaction may occur within the business, it is also a very personal decision that can have long lasting impacts on you and your family. We want to take the time to get to know you and your family to best address the long-term planning aspect of a significant transaction and work with our trust and estate planning team to make sure your business transaction is set up in a way that work for you and your family.