Sound Familiar?
You are about to sell your business for $10M-$100M+, and your CPA just told you the capital gains tax bill will be $3M-$30M+.
You have looked at Qualified Opportunity Zones, Installment Sales, and Charitable Remainder Trusts — but none of them deliver the savings you need.
You spent 10-30 years building this company. The idea of handing 20-37% of the proceeds to the IRS feels deeply unfair.
You want to reinvest the proceeds into your next venture, your family, or your retirement — but the tax hit will significantly reduce what is available.
The Pre-Exit Structure That Saves You Millions
The SGP is most powerful when implemented before a liquidity event. By structuring your tax position before the sale, we can reduce the capital gains tax impact by up to 50%, saving you millions at close.
Tax Reduction
Immediate annual savings on your tax liability
Growth Tax Rate
Retained capital compounds nearly tax-free
Control & Legacy
Full decision authority over your assets
How the SGP Works for You
Save $3M-$15M+ at Close
On a $10M+ exit, the SGP can reduce your capital gains tax bill by approximately 50%. That is $3M-$15M+ that stays in your pocket instead of going to the IRS.
Pre-Exit Implementation
The SGP is most effective when implemented before the sale. We work with your M&A advisor and attorney to ensure the structure is in place before closing.
Post-Exit Wealth Growth
After the sale, the retained capital grows at a <1% tax rate. This means your exit proceeds compound nearly tax-free for decades.
Fund Your Next Chapter
Whether you want to start a new venture, invest in real estate, or retire — the SGP ensures you have maximum capital available for your next chapter.
Frequently Asked Questions
How far before the sale do I need to implement the SGP?
Ideally, the SGP should be implemented at least 6-12 months before the anticipated sale date. However, we can work with shorter timelines depending on the specifics of your situation. The earlier you start, the more we can save.
Does this work with QSBS exclusion?
Yes. The SGP can work alongside the Qualified Small Business Stock (QSBS) exclusion. If you qualify for QSBS, the SGP can address the gains that exceed the $10M QSBS exclusion limit.
Will this complicate my M&A transaction?
No. The SGP is structured separately from the M&A transaction itself. It does not affect deal terms, representations, or warranties. We coordinate with your M&A advisor to ensure seamless integration.
What if my sale involves an earnout or seller financing?
The SGP can be structured to accommodate various deal structures, including earnouts, seller financing, and installment sales. We design the structure around your specific deal terms.