• Maximize Your Business Exit.

  • Reduce Taxes.

  • Protect Your Wealth.

Whether you’re looking to grow, sell, or buy a business — Juggernaut Biz Pros gives you the tools, strategy, and trust-backed structure to succeed.

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Juggernaut PREScore™ Questionnaire

1A. Which of the following factors are pushing you to exit your business?

Immediate concerns about my health or that of a loved one
Burnt out
Family crises
I'm just bored
Too much stress
Managing my business takes too much time
Time to retire
Market has peaked for my business
Need to diversify my wealth (minimize risk)
I want to cash out

1B. What are you most excited to spend time on after you exit your business?

Get more involved in philanthropy
Start a new business
Focus on my health and get in better shape
Spend more time with my family
Spend time on a hobby
Write a book
Travel
Other

2. Which of the following exit options would you consider?

Step 3: Exit Financial Awareness

3a. Have you calculated your "Minimum Number"?

3b. Have you had an estimate of value calculated in the last two years?

Step 4: What role would you be willing to play after your exit?

Step 5: Planning for Your Employees

Step 6: Years of Business Ownership




Step 7: Social Circle



Step 8: Business Origin



Step 9: How You Describe Yourself


Step 10: Your Name in the Business


Step 11: Weekly Hours Worked





Step 12: Ownership Percentage



Step 13: Contact Information

We help Business Owners Who Are...

Looking to Sell

Maximize your valuation and reduce capital gains taxes when it’s time to exit.

Looking to Buy

Make smarter acquisitions using targeting data, buyer diligence, and trust planning.

Looking to Grow

Unlock growth using data, valuation strategy, and a future-ready structure.

Avoid the Exit Trap — Keep More, Pay Less, Stay in Control

We use Deferred Income Trust strategies to help business owners defer capital gains taxes — without losing access or flexibility.

Click the path you want to take:

  • Immediate tax bill: Pay 30–40% at the time of sale
  • Lost flexibility: No way to defer or redirect funds
  • Limited reinvestment: Proceeds tied up in taxes
  • No control: Government dictates the timeline
  • Capital gains deferred: Keep up to 80% at point of sale
  • IRS-compliant: Backed by IRC §453 with legal review
  • Full control: Your money, your timeline, your future
  • Reinvest smarter: Use funds in new income ventures

Avoid the Exit Trap — Keep More, Pay Less, Stay in Control

We use Deferred Income Trust structures to help owners legally defer capital gains taxes while maintaining control over their assets.

  • No immediate taxable event — Defer capital gains at the point of sale without triggering a tax bill

  • IRS-compliant — Backed by IRC §453 and supported by independent legal review

  • Maintain full control — Your money, your timeline, no loss of access

  • Reinvest while protecting wealth — Roll funds into other ventures or income streams while deferring taxes

Your 4-Step Strategic Exit Path

We simplify the complex so you can exit smarter. Our proven method helps you maximize valuation, defer taxes, and stay in full control of your wealth and timing.

Step 1:

Business Valuation & Tax Strategy

We analyze your financials and market position to identify growth potential. Our BT Valuation tool scores your business and delivers a tax-smart roadmap.

Business Valuation & Tax Strategy

We analyze your financials and market position to identify growth potential. Our BT Valuation tool scores your business and delivers a tax-smart roadmap.

Step 2:

Trust & Legal Structuring

Using IRS-recognized strategies like the Deferred Income Trust, we help you legally reduce taxes, protect your equity, and maintain full control over proceeds — even after exit.

Step 3:

Deal Preparation & Support

We optimize your operations, clean your books, and package your business for buyers. Whether you're selling or attracting investment, we make sure you're presentation-ready.

Step 4:

Ongoing Financial & Wealth Planning

Post-exit, we help you manage, reinvest, or structure your wealth for generational impact. Our advisory team stays with you through the full lifecycle.

Step 1
Know Your Worth
  • Clarify your business value and potential.
  • Use market benchmarks to price smart.
  • Prepare your next move with clarity.
Start with a Valuation
Step 2
Defer Taxes, Stay in Control
  • Postpone taxes while staying compliant.
  • Keep cash flowing with trust strategy.
  • Stay flexible and IRS-friendly.
Learn About the Trust
Step 3
Make Buyers Compete
  • Showcase strengths to boost bids.
  • Polish financials and key drivers.
  • Secure premium offers with strategy.
Maximize My Deal
Step 4
Protect & Grow Your Legacy
  • Preserve and grow long-term wealth.
  • Reinvest smart with expert guidance.
  • Build generational security.
Get My Exit Plan
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Innovation

Fresh, creative solutions.

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Integrity

Honesty and transparency.

Excellence

Excellence

Top-notch services.

What Other Business Owners Are Saying...

“We saved over $200K in taxes — and found the perfect buyer through their network. Timing was everything.”

  • - Michael T.

“After implementing their strategy, our valuation increased by 35%. I didn’t expect that level of impact.”

- Rebecca L.

“Honestly, I was in a rush to sell. They helped me slow down, get clarity, and exit the smart way.”

- Chris M.

“The trust structure was a lifesaver. It protected my retirement and cut the capital gains bill down dramatically.”

  • - Diana S.

“We were buried in messy books. They cleaned us up, restructured operations, and made us investor-ready in 3 months.”

- George A.

“Every step — from valuation to legal docs — was handled with care. Galvin and the team really delivered.”

- Valerie K.

Ready to Take Control of Your Business Future?

Want to work with us?

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