Maximize Your Exit.
Reduce Taxes.
Discover how strategic valuation, tax deferral, and trust planning can protect your wealth and optimize your transition.
Our Valuation & Advisory services, based on industry-standard methodology and proprietary tools, combine rigorous methodology with deep industry insight. We apply a mix of Discounted Cash Flow, Guideline Public Company, and Private Transaction methods, alongside proprietary modeling like Black-Scholes when options are involved. Every valuation is grounded in your financial reality and future potential.
Features:
Multi-method valuation models: DCF, market comps, Black-Scholes analysis
Considerations include customer concentration, supplier leverage, and market risk
Adjustments for debt, working capital, lack of marketability/control
Final equity value includes enhancements or deductions based on your structure
Our proprietary Deferred Income Trust, using our proprietary Deferred Income Trust structure, is engineered to help sellers legally defer capital gains, reduce taxable income, and protect wealth from unnecessary erosion. By removing the individual from ownership at the time of gain recognition, our structure positions the trust — not you — as the tax-responsible party, effectively excluding the gain per IRS code.
Features:
IRS-compliant exclusion strategy to eliminate taxable events
Trust corpus allocation to reduce recognized capital gains
Post-sale wealth redirection for reinvestment, retirement, or estate planning
Protection from lawsuits, creditors, and high-income tax brackets
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
Maximize Your Exit.
Reduce Taxes.
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