Services
Business owners & exits
The tax on a sale is mostly decided years before it. We start then.
For most owners the business is the largest asset they have, and selling it is a one-time event with a large tax bill attached. Entity type, deal structure, timing, state residency and what’s been given away beforehand all change what you keep, and most of them can’t be fixed at the closing table.
Owners of profitable private businesses who expect to sell, pass on or step back within five years.
Entity and owner-compensation review
A retirement plan for the business, sized to your goals
Pre-sale tax projection across deal structures
Gifting and trust planning before value is fixed
Coordination with your attorney, banker and buyer’s advisors
A post-sale investment and income plan
3–5 years out
Entity, pay and retirement plan reviewed; estate plan started.
1–2 years out
Deal structures modeled; gifts made while value is lower.
During the deal
Tax review of term sheets and purchase agreements.
After closing
Proceeds invested; installment payments and taxes scheduled.
Comparing an asset sale with a stock sale, and pricing the difference before negotiating.
Taking part of the price as installments to spread the gain across tax years.
Moving shares to a family trust two years before the sale, at the lower value.
Examples describe typical situations, not the results of any specific client. Outcomes depend on your circumstances.
When should I start planning a sale?
Do you replace my business CPA?
Do you help find a buyer?
Next step
Talk to the person who’d run this for you.
A 30-minute intro call, with the advisor who leads this work.
What does it cost? See our fees page.
Visit, call or log in
Denver
1450 Larimer Street, Suite 800, Denver, CO 80202
Call
Mon–Fri, 8:30–5:30 MT. Extended hours Feb 1 – Apr 15.
The quarterly tax letter
Four emails a year: what changed, what’s due, what to decide. No sales.
Ostrand Wealth & Tax, LLC is an SEC-registered investment adviser. Registration does not imply a certain level of skill or training.
Nothing on this site is tax, legal or investment advice for your situation. Talk to us, or to your own advisor, before acting on it.
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