Top advisors focused on business sale tax planning in the US
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 affect your net proceeds and future financial plans. Without expert guidance, you might miss opportunities to reduce your tax burden or mismanage timing, leading to unexpected costs.
- Tax timing strategies. Ask how they plan the sale date and payment structure to optimize your tax outcomes, not just the sale price.
- Capital gains management. Confirm they understand how to differentiate and minimize short- and long-term capital gains taxes specific to business sales.
- Integration with estate planning. Check if they consider how the sale impacts your estate and succession plans, ensuring your broader financial goals align.
- Coordination with legal counsel. Verify how they work alongside your attorneys to align tax planning with sale agreements and compliance.
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 liquidity management tailored for business owners and executives. Based in Madison, WI, he operates within Merrill Lynch's large-firm environment, providing a comprehensive approach that integrates retirement and legacy planning. His 9 years of experience and Series 66 designation complement his focus on mid-career professionals and HENRY clients, distinguishing him from advisors with narrower scopes or smaller firm affiliations.
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 navigate complex tax decisions 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 diverse investment strategies, distinguishing him with a broad resource base and a seasoned, independent approach.
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 navigate the complexities of business sale tax planning, including capital gains management and tax timing strategies. Operating from San Diego with Sovran Advisors, LLC, he offers flexible fee structures such as flat fees and hourly rates, serving a diverse clientele including high-net-worth individuals and corporate entities, which distinguishes him from other advisors in this field.
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 tax strategies for small businesses, making him well-equipped to handle complex tax decisions during a business sale. Based in Grapevine, TX, he offers flat-fee and hourly pricing options and integrates his expertise as a founder and tax preparation executive, providing a unique blend of practical business insight and financial planning experience.
Experience: 5 years
Avg account: $547,620
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