Selling a business can create complex tax challenges. We help business owners understand the options available to them.
And it only takes 45 minutes to begin exploring what may apply to your situation.
Many business owners have seen their companies grow significantly.
But with growth comes potential tax challenges, especially when it’s time to sell:
Many business owners have developed a product or service, taken the necessary risks, and built a great business.
As the business grows, so does the potential tax liability.
These issues can affect operations during the life of the business, and they often become more complex at the time of sale.
It’s common for business owners to overlook important tax planning opportunities when preparing for a sale.
This is the work we do for our clients.
That’s why we offer the Business Exit Analysis. Many business owners aren’t aware of the tax strategies that may be available to them. Our role is to help you understand those options and coordinate with your tax professional so you make well-informed decisions.
Our team will review your business and financials, highlight potential strategies, and present considerations to help you evaluate the tax impact of selling your business.
Your tax approach can significantly influence the outcome of a sale.
Our goal is to help you navigate these considerations with a plan that’s tailored to your goals and circumstances.
I’m Doug, and my team and I at Innovia Wealth help successful business owners across the country to address complex planning challenges, structure business sales more efficiently, and build strategies that support both their wealth and legacy.
Our team of CFP®s, CPAs, MBAs, and attorneys build tax-aware plans designed to help clients maximize their opportunities today for future generations.
Doug Kadison, CFP®, Partner, Innovia Wealth
Schedule a complimentary Business Exit Analysis with our team.
We’ll review several potential tax strategies that may apply to business exits.
You’ll see how different approaches could align with your unique goals and circumstances.
We’ll help you identify opportunities to work with your tax professional so you’re making well-informed decisions.
With the right planning, many business owners find opportunities to improve tax efficiency.
Our team, including CPAs on staff, can help you understand the options available to you and coordinate with your tax professional. All it takes is a 45-minute call. We’ll do the initial analysis and present considerations tailored to your situation.
Discover strategies that could help you transition your business effectively, preserve more of your wealth, and support the life and legacy you envision.
Innovia Wealth does not provide tax or legal advice. While our team includes CPAs, discussions are for educational purposes only and are not a substitute for personalized tax or legal advice. Clients should consult their own tax professionals regarding individual circumstances. Advisory services are offered by Innovia Wealth, an SEC-registered investment adviser. SEC registration does not imply a certain level of skill or training.