Tax efficiency is a top priority for our clients. Our Certified Public Accountant (CPA) relationships provide perspective on tax-related matters and inform our investment and planning recommendations.

Planning the sale of a corporation: Income taxes

Transfers of S corporation stock

Mechanics and tax implications

Asset protection planning for everyone

The Tax Cuts and Jobs Act

Through our relationships with attorneys, we've gained a deeper understanding of the legal planning needed to help our clients achieve their wealth transfer and philanthropic goals. We focus on coordinating traditional estate and trust planning strategies with the more complex multigenerational requirements of ultra-wealthy families and family offices.

Asset titling—traps and opportunities

Creating flexibility in trust agreements

Estate planning for unmarried individuals

The decision to exit your business is rarely simple, and in some cases, it can take five years or more. John DeRosa, as a Certified Exit Planning Advisor, and our entire team, bring decades of experience helping entrepreneurs and founders buy, expand and exit their companies. We believe it's never too early to access the right advice and team of advisors to build our strategic plan for each step of the selling process.

Once you've made your decision to sell, we can work with you to determine the right investment banking relationship. You'll have many choices to consider, including the UBS Investment Bank and the boutique investment banks that are part of our network.

Preparing for a strategic exit: Your guide to unlocking a lifetime of work

Presale planning: Putting the horse before the cart

Financial planning for business owners contemplating a liquidity event

Divorce and the family business

The importance of business succession planning

Planning for the sale
Prior to the transaction, we help you develop a personalized strategy that includes important estate planning considerations that can impact your long-term goals and the next generation, post-sale. Our advice addresses:

• Structure and timing
• Valuation opportunities
• Risk management
• Liquidity strategies
• Your estate, potential succession and tax considerations
• Collaboration with UBS private equity and investment banking teams