When it comes to selling or transitioning out of your business, what you keep matters more than what you sell for. Exit planning isn’t just about valuation or deal structure—it’s also about minimizing your tax liability.

409A valuations aren't just a formality—they're a requirement under IRS rules if your company is issuing stock options or other equity-based compensation.

Small business owners face impossible choices. Show higher profits to secure financing and boost valuation? Or minimize taxable income to reduce your ...

A restaurant franchise owner wanted to increase tax deductions, manage payroll, and ensure compliance with franchise-related agreements.