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 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 liabilities.
- Tax timing strategies. Ask how they plan the sale timing to optimize tax outcomes, considering factors like capital gains and installment sales.
- Integration with estate planning. Confirm if they coordinate sale proceeds with your estate goals to avoid unintended tax consequences.
- Post-sale investment planning. Ensure they help structure your investments after the sale to balance growth and tax efficiency.
- Coordination with other advisors. Check how they work with your CPA or attorney to align tax planning across all aspects of the sale.
Here are top matches to get you started. Review each profile to compare experience, credentials, and approach.
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Ethan S
Series 65
St. Louis, MO
Focus Partners Wealth, LLC
Ethan Singer specializes in business sale tax planning and retirement plans for business owners, making him well-suited to navigate complex tax decisions during a business sale. Based in St. Louis, MO, he works at Focus Partners Wealth, a large firm serving high-net-worth clients with a long-term, tax- and fee-sensitive investment approach, offering flat-fee and negotiable AUM pricing options.
Experience: 2 years
Avg account: $2,557,933
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Brian M
Series 65
Watkinsville, GA
Steward Partners Investment Advisory, LLC
Brian Moore specializes in business sale tax planning and has 13 years of experience, making him well-equipped to navigate complex tax decisions during a business sale. Operating from a large firm managing $36.7 billion in assets, he offers negotiable flat fees and serves high-net-worth clients, distinguishing him with a broad institutional and individual client base and expertise in concentrated stock management and retirement income strategy.
Experience: 13 years
Avg account: $831,870
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Rodney L
Series 63, Series 66
Boston, MA
Flagship Harbor Advisors, LLC
Rodney Laurenz specializes in business sale tax planning and wealth management, leveraging 24 years of experience and a flat-fee structure that ranges from $300 to $15,000, which may appeal to clients seeking predictable costs. Based in Boston, he operates through Flagship Harbor Advisors, an SEC-registered firm managing $3.42 billion with diverse investment strategies, and also offers educational classes, distinguishing him from advisors focused solely on asset management.
Experience: 24 years
Avg account: $464,071
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Matthew A
Series 66
Florham Park, NJ
Merrill
Matthew Armendinger offers expertise in business sale tax planning within a large firm setting, providing access to extensive resources and coordinated strategies. With five years of experience and specialties including tax-loss harvesting and retirement income strategy, he integrates tax planning with wealth management and legacy considerations, distinguishing him from advisors focused solely on business sales.
Experience: 5 years
Avg account: $860,085
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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 effectively, especially for executives and business owners. Operating from San Diego with Sovran Advisors, LLC, he offers flat-fee and negotiable AUM-based pricing, serving high-net-worth clients with customized portfolio management and diversified investment strategies, distinguishing him from others by combining seasoned expertise with flexible fee structures.
Experience: 43 years
Avg account: $440,191
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