Top business sale tax planning financial advisors
The right financial advisor for you depends on how you weigh location, expertise, experience, the clients they typically serve, and how they work with you.
Selling a business triggers complex tax decisions that can significantly impact your net proceeds. Without expert guidance, you might miss opportunities to reduce your tax bill or mismanage timing, costing you more than necessary.
- Tax timing strategy. Ask how they plan the sale timing to optimize tax outcomes, considering factors like capital gains and income recognition.
- Cost basis analysis. Confirm they thoroughly review your asset basis to identify all possible deductions and minimize taxable gains.
- Post-sale planning. Inquire about strategies for managing the proceeds, including tax-efficient reinvestment and estate considerations.
- Coordination with other advisors. Ensure they work closely with your CPA and legal team to align tax planning with your overall financial goals.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Andrew C
Series 66
Madison, WI
Merrill
Andrew Charles specializes in business sale tax planning, offering expertise in tax minimization and small business strategies, which is crucial for optimizing tax outcomes during a business sale. Based in Madison, WI, he operates within Merrill, a large firm, and serves mid-career professionals and business owners, charging a 1.10% AUM fee for managed strategies under $2 million, distinguishing him with a holistic and dynamic planning approach.
Experience: 9 years
Avg account: $860,085
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Collin L
CFP®, ChFC®, Series 66
Dayton, OH
Anderson Financial Strategies, LLC
Collin Lyon specializes in business sale tax planning, offering expertise in tax-loss harvesting and retirement income strategy, which can help optimize tax outcomes during a business sale. Based in Dayton, OH, he provides flat-fee financial planning with negotiable rates and employs an active, tailored asset management approach, distinguishing him from others by combining fundamental and technical analysis with modern portfolio theory.
Experience: 5 years
Avg account: $1,073,224
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Rodney L
Series 63, Series 66
Boston, MA
Flagship Harbor Advisors, LLC
Rodney Laurenz specializes in business sale tax planning, leveraging 23 years of experience and expertise in private investments and retirement plans for business owners to optimize tax outcomes during a business sale. Based in Boston, he offers flat-fee and asset-based pricing through Flagship Harbor Advisors, a firm managing $3.42 billion with a diverse investment approach, distinguishing him with both seasoned insight and flexible fee structures.
Experience: 23 years
Avg account: $464,071
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William F
CFP®, Series 63
San Diego, CA
Sovran Advisors, LLC
William Frankenstein's extensive 43 years of experience and CFP® certification equip him to handle complex business sale tax planning, including tax timing and cost basis analysis. Operating from San Diego with Sovran Advisors, LLC, he offers flat-fee and negotiable fee structures, serving high-net-worth clients with customized portfolio management, which distinguishes him from others by combining seasoned expertise with flexible pricing and a broad client service approach.
Experience: 43 years
Avg account: $440,191
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Matthew N
Series 63, Series 65
Grapevine, TX
Flourish Financial Planning
Matthew Nelson specializes in business sale tax planning and brings five years of experience combined with his role as Vice President at a tax preparation firm, offering deep insight into tax timing and cost basis analysis. His firm, Flourish Financial Planning, serves a diverse client base with a flat-fee and AUM fee structure, emphasizing passive investments and comprehensive planning, which may appeal to those seeking coordinated post-sale strategies and educational support.
Experience: 5 years
Avg account: $547,620
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