What We Do
We have extensive experience advising clients in mergers and acquisitions, beginning with a letter of intent and continuing through due diligence and negotiation of the sale documents all the way through closing. We assist our clients in drafting, reviewing, and negotiating various types of contracts to ensure that their interests are protected, and also help clients secure financing and investments to help grow their businesses. Our team is well-versed in negotiating and structuring various types of financing and investment transactions.
We routinely save clients well over $1M dollars and charge less than 5% of potential taxes saved in almost every scenario. A unique service we offer is integrating our tax planning into your existing or new estate planning. We believe integration allows for greater flexibility and savings across income and estate taxes. We can advise on both domestic and international issues, Puerto Rico relocation, Qualified Small Business Corporations, self-created Opportunity Zone funds, among other planning tools.
Because we can offer our services remotely we are happy to serve clients across the US.
Simple Fixed Fees
We offer many of our services on a fixed fee basis to take the uncertainty out of planning and allow our clients to choose the services that fit their budget. When a fixed fee arrangement is impractical, we use a hybrid billing structure to make advance planning easier.