Case Study
Event Services
Company Sale

Business owners selling service-based companies are often hit with a significant tax bill—especially when selling appreciated equity with zero basis. Capital gains, net investment income tax, and state-level exposure can quickly erode proceeds. Without proper planning, the sale of a well-positioned business can result in a lower-than-expected after-tax payout, limiting liquidity and future investment capacity at a pivotal moment.

The TaxWealth Approach

TaxWealth offers business owners a strategic alternative that unlocks liquidity and preserves value at exit. By restructuring the sale to shift the timing of tax obligations, our planning strategy helps clients maximize proceeds without triggering immediate taxation—while remaining fully compliant. This gives sellers the freedom to use more of their capital now and avoid the constraints of traditional reinvestment or deferral plans.

The Problem

A business owner sold an event services company for $2,500,000. Under a conventional sale, the total tax liability was $658,605, leaving just $1,691,395 in after-tax proceeds. Taxes consumed over a quarter of the sale—reducing liquidity and restricting the seller’s ability to deploy capital effectively.

The Solution

Using TaxWealth’s planning strategy, the seller legally postponed tax obligations and received a net distribution of $2,227,750. After reserving funds for future taxes, they retained $2,082,243 in usable capital—a 31.7% increase in available proceeds and $105,750 in additional tax savings compared to a conventional outcome.

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