The structure of the transaction and the tax impact of the sale are largely shaped by decisions made before you go to market.
As a Certified Exit Planning Advisor (CEPA®), Marcus coordinates the financial, tax, and strategic elements of the exit process — typically beginning 3–7 years before a transaction.
A formal valuation gives you an objective baseline — one that may differ significantly from what you expect.
A formal valuation establishes the baseline for exit planning, identifies the gap between current value and target proceeds, and surfaces the specific drivers that can be improved before a sale.
The most effective exit strategies begin with a clear picture of current enterprise value — then build a multi-year plan to close the gap between where the business is today and where it needs to be at the point of sale.
We coordinate both — so the financial planning, tax strategy, and business value work are integrated rather than siloed.
Construction business owners work in a world of timelines, budgets, and results. The same discipline that makes a great project makes a great exit — but most owners wait too long to begin.
If you're preparing to sell a business, you're likely facing a significant capital gains tax bill. With advanced planning, you can change that.
One of the most impactful decisions a small business can make — for both the owner and employees — is establishing a retirement plan.
The S-corporation structure can offer significant tax advantages over operating as a sole proprietor or general partnership — advantages most owners don't fully use.
Most business owners wait too long. The strategies that matter most — in value, structure, and tax positioning — require time to put in place.