Keep more of what you build.
Who we work with
Business owners
Profitable S corps, partnerships and family companies looking past the standard deductions.
High-income professionals
Owners approaching a liquidity event who want to plan before the year closes, not after.
Founders & sellers
Physicians, dentists, attorneys and other W-2 or K-1 earners in the top brackets.
Book an intro call
A 30-minute conversation to understand your situation and whether advanced planning is a fit. No preparation required.
We do the legwork. You and your CPA decide.
We source, diligence and model tax-advantaged business activities and structures, then walk you and your tax advisor through the economics, tradeoffs and constraints of each. We don’t recommend a specific strategy. The choice stays with you and your CPA.
Start the conversation
Most planning happens too late in the year. Tell us a little about your situation and we’ll follow up within one business day.