Administration

Your Personal Representative

A single administrator to handle inquiries, track your status and needs, and guide you through our strategies.

Legal Team

Guidance from law experts.

a legal network of attorneys who will ensure legality of the arrangements and filing or documents.

Accounting

Double checking the math

a network of accountants and financial planners able and ready to advise owners when requested.

Insurance

Comprehensive Risk Management

A network of insurance companies for the products required to provide risk controls.

Beware Capital Gains!


Earning everything you now have has been your life's work.

Protecting it for you is ours.



Our Services

Strategies to save you the most taxes possible from the sale of your business

Planning Ahead

To Retire or Not to Retire, that is a complex question.

Retirement is a big decision. Along with marriage, divorce, having children, and moving, it is one of the biggest life transitions you'll encounter. Of course, one of the biggest considerations in deciding to retire is how long your money will last. The expected proceeds from the sale of your business are probably a big part of that calculation. But taxes can take a huge bite out of the money you receive for your business. It pays to know just how big that tax bite will be -- and how to lower it.

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Your Tax GPS

Smarter Tax Strategies for Successful Business Sellers

Selling a business can have a huge impact on your taxes. If the gain on the sale is long term, a federal tax rate of as much as 23.8 percent could be applied. Additional state income taxes, where applicable, may also be imposed on the gain. The TaxExit team of advisers will guide you step by step throughout the process, bringing together all the legal, tax and business experts to teach you our unique strategy.

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Experience Matters

Backed By Over Sixty Years of Financial Know-How

TaxExit.net is a proud member of the Fidelity Global Group family of companies. With over a half century of experience in banking, investing and finance, both domestic and internationally, TaxExit reaps the benefit of an incredible knowledge base and resource of skill and wisdom in all money related matters. Our professional representatives are understanding of your situation, and well acquainted with the solutions to help you get the most out of your business.


Selling your business is a marathon - Not a sprint!


TaxExit will Guide you through the complexities

of minimizing your tax exposure.



Phone: 551.227.7283
Skype: Upon Request
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