Tax Strategy · 2025
Keeping more of a life's work
Manufacturing founders
$1.9M
Tax saved
Yes
Trust funded
On track
Timeline
Overview
Owners preparing to sell a family business faced a capital-gains bill large enough to reshape their retirement.
The situation
The founders had built the company over thirty years and were weeks from a sale, with no strategy for the enormous tax event it would trigger. Every month of delay risked locking in a structure that could not be undone.
Our approach
We coordinated with their attorney and CPA to restructure the sale, layer in charitable and trust strategies, and time recognition across tax years. Nothing was left to a single office to decide in isolation.
The outcome
The coordinated structure kept far more of the proceeds inside the family and funded both a donor-advised fund and a legacy trust for their grandchildren, all inside the original closing timeline.
A situation like this?
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