Family Limited Partnership (FLP) Equity Sale
TaxWealth helped an FLP unlock over $2.9 million in additional value when selling a consulting firm interest. The partners kept more of the proceeds, preserved liquidity, and achieved a 22.4% increase in net proceeds, without altering their financial goals.
Dental Practice Equity Sale
TaxWealth helped a dental practice owner unlock over $180,000 in additional value by keeping more of the proceeds, preserving liquidity, and increasing available funds by 21.6% compared to a conventional sale.
Service Business Equity Sale
TaxWealth helped a service business owner unlock over $1.5 million in additional value and increase available proceeds by 29.3%, preserving liquidity at the time of sale.
Event Services Company Sale
TaxWealth helped an event services business owner unlock over $500,000 in added value and increase post-sale liquidity by 31.7%, preserving capital and keeping more of the proceeds.