Exit Tax Strategy Blueprint

Tax planning for business owners before a sale, recap, or liquidity event.

If you’re selling a business — or even thinking about it — the most important tax decisions are often made before anything is signed.

The Exit Tax Strategy Blueprint is a fixed-fee advisory engagement designed to help business owners understand tax exposure, structure options, and key decisions that affect their after-tax outcome before deal terms are finalized.

Book Your Exit Tax Strategy Blueprint

Understanding the exit tax strategy Blueprint

Who this is designed for

The Exit Tax Strategy Blueprint is designed for business owners who want proactive tax planning before major decisions are made.

This engagement is a good fit if:

  • I’m a business owner planning a sale and want to understand the tax impact before agreeing to terms

  • I’m expecting an LOI or purchase agreement and want tax strategy early in the process

  • I want to compare asset vs. stock sale outcomes and understand how structure affects after-tax proceeds

  • I have a complex ownership or entity structure, multiple partners, or layered entities

  • I want clarity, planning, and a decision roadmap, not last-minute tax surprises after closing

What the blueprint includes

This is not a general consultation. It is a structured advisory engagement with defined deliverables.

You receive:

  • A 90-minute strategy session focused on your facts and goals

  • Review of available tax returns, entity structure, and deal documents

  • Identification of tax exposure and planning opportunities

  • Structuring considerations (including asset vs. stock and allocation issues)

  • A written Exit Tax Strategy Blueprint memo

  • Clear next-step guidance so you can proceed confidently

Pricing

The Exit Tax Strategy Blueprint is a fixed-fee advisory engagement designed for business owners who want clarity before committing to major transaction decisions.

Blueprint engagements begin at $5,500.

For clients with active transactions, complex structures, or advanced planning needs, expanded advisory support may be appropriate and is scoped separately following the initial strategy review.