You don't have a buyer problem.
You have a math problem.
Most owners walk into a sale with a number in their head and walk out with roughly half of it. The gap is taxes, structure, and a planning conversation that should have happened two years earlier. We are the people who run that conversation — across your CPA, your attorney, and your portfolio — before the LOI is on the table.
"What will I actually net?"
Three numbers most owners discover too late.
The deal failures we see are not buyer problems. They are coordination problems that surface when the wire hits. Here is what the data shows.
The coordination layer.
Your CPA is not going to call your estate attorney. Your estate attorney is not going to call your investment advisor. Someone has to run the room. That is the job — quietly, on a schedule, before the deal closes.
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01
After-tax modeling, before any LOI. We build the real net number — federal, state, NIIT, QSBS, installment treatment — so you can read an offer the way the buyer reads it.
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02
Section 1202 / QSBS qualification work. Most advisors won't touch it. We will tell you in one meeting whether your shares qualify, what the OBBBA expansion changed, and what to fix while there's still time.
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03
Standing calls with your CPA and estate attorney. Quarterly. Documented. We bring the questions. They bring the answers. You stop being the messenger between three professionals who don't talk to each other.
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04
Post-close investment plan, drafted before close. The first 30 days after the wire is when most newly-liquid owners make the most expensive mistakes of their financial lives. We have a plan ready before you sign.
Three things most advisors don't do.
We model the exclusion before you restructure, not after.
The OBBBA expanded the QSBS exclusion to $15M per shareholder for stock issued after July 4, 2025. The five-year holding period and asset thresholds remain unforgiving. We work the qualification math early, when there's still time to fix what isn't right.
We tell you what you actually net — not what you sell for.
Asset sale vs. stock sale, federal vs. California, installment treatment, NIIT interaction. We build the model your CPA wishes someone built before the LOI showed up, so you can read offers from the buyer's side of the table.
We run the meeting your CPA, attorney and advisor never schedule.
Quarterly calls with everyone in your professional bench, on a documented agenda we drive. This is the family-office coordination layer, without the $100M minimum and without the rebrand theater.
The 30 days after the wire is the most expensive month of your life.
Cash management, concentration risk, charitable timing, estate updates. The plan is built before you sign so the first month is execution, not panic. Most owners who lose money post-sale lose it here.
Resources, before any conversation.
No form to download these. Read them, run them, and decide for yourself whether the math is sharper than what you've been told so far.
After-tax proceeds estimator
Enter your sale price, structure, and basis. We model federal, California, NIIT, and the QSBS exclusion in real time. ~3 minutes.
Run the estimate →Exit readiness scorecard
Twelve questions. Personal, financial, business. Most owners score 4–6 out of 12 the first time. Knowing where the gaps are is the work.
Score yourself →QSBS & Section 1202: a plain-English guide
What it is, who qualifies, what the 2025 OBBBA expansion changed, and the three structuring mistakes that disqualify the most shares.
Read the guide →A standing engagement, not a one-time meeting.
The clients who get the best outcomes hire us 18–36 months before they sell. The first 90 days look like this.
Discovery call
30 minutes. We learn the business, the timeline, the existing CPA and attorney relationships, and what "exit" actually means to you.
After-tax model
We model your sale across structures and scenarios. You see real numbers — net proceeds, tax exposure, QSBS impact — for the first time.
Bench coordination
We schedule the joint working session with your CPA and estate attorney, drive the agenda, and document what changes need to happen and when.
Pre-exit plan
Documented plan covering structure, timing, QSBS treatment, estate updates, and post-close investment policy. You see it before you sign anything.
One conversation, before the deal is real.
That's where the money lives.
No pitch. No deck. We'll spend 30 minutes on your business, your timeline, and the two or three things most likely to cost you the most in your sale. If we're a fit, we'll tell you. If we're not, we'll tell you that too — and point you to who is.