How I help founders keep millions more when they sell their business

You shouldn’t pour years of blood, sweat, and risk into building a valuable company… only to hand the IRS a seven‑figure check because you didn’t know better.

Most founders don’t realize this, but a $10M sale can easily mean $3M+ lost to taxes without proactive planning.

I started my firm because my own family faces this exact problem - and there are strategies that can save millions… if someone shows you.

In the video I break down:

• Why taxes quietly eat up 30–40% of many business sales
• How to use long/short SMAs as a “loss engine” to offset gains
• How to layer in real estate, hedge funds, and private equity post-sale
• What a coordinated, tax-aware plan can realistically change in dollar terms

If you’re staring at a 7‑ or 8‑figure liquidity event in the next 12–24 months, this may be the most valuable 10 minutes you watch all year.

(and if you want to see this modeled with your numbers - business value, basis, deal structure - the link to book a call is in my profile)