Services

M&A, Reorg, & Legacy Planning Consulting

When it’s time for a major shift or exit, we should be your first call. We have helped guide numerous business owners through stock sales, asset sales, tax-free reorganizations, bringing in new investors, passing on your business to your children, etc. Careful attention needs to be paid to the valuation, structure, and timing of these events. Bringing us in early ensures we can help navigate you through the different options and intended tax consequences. There are a number of steps you can take early on in the process, both from a tax and operations standpoint.

We assist in determining the best way to structure the deal, allocate the purchase price, set target working capital and will guide you through the due diligence process. We work hand in hand with your business attorney to ensure nothing slips through the cracks. We always run a tax projection to calculate the net after-tax payout. This is also the time where we look at your overall tax plan and may recommend other tax savings strategies. It’s especially important to look at these items in a year where you will be in the top tax bracket.

If you are looking at passing down your business to the next generation, we aid in creating a plan that achieves your goals.

If you will have a taxable estate, we work with the estate attorneys to help preserve as much wealth as possible through the use of trusts and other related organizations. We take a hands-on approach to come up with a plan that works from a cash-flow for the business and individual family members.

Services

M&A, Reorg, & Legacy Planning Consulting

When it’s time for a major shift or exit, we should be your first call. We have helped guide numerous business owners through stock sales, asset sales, tax-free reorganizations, bringing in new investors, passing on your business to your children, etc. Careful attention needs to be paid to the valuation, structure, and timing of these events. Bringing us in early ensures we can help navigate you through the different options and intended tax consequences. There are a number of steps you can take early on in the process, both from a tax and operations standpoint.

We assist in determining the best way to structure the deal, allocate the purchase price, set target working capital and will guide you through the due diligence process. We work hand in hand with your business attorney to ensure nothing slips through the cracks. We always run a tax projection to calculate the net after-tax payout. This is also the time where we look at your overall tax plan and may recommend other tax savings strategies. It’s especially important to look at these items in a year where you will be in the top tax bracket.

If you are looking at passing down your business to the next generation, we aid in creating a plan that achieves your goals. If you will have a taxable estate, we work with the estate attorneys to help preserve as much wealth as possible through the use of trusts and other related organizations. We take a hands-on approach to come up with a plan that works from a cash-flow for the business and individual family members.

"Dave continuously exceeds our expectations on level of knowledge, professionalism, and responsiveness. As a startup we have limited resources to tackle, what seems like unlimited tasks, Dave has been instrumental being a team member to help take us to the next level. Without question, I’d recommend Dave to anyone within my network; overall he’s a great guy and pleasure to work with."

Michael True

Co-founder & CEO, VYBN, Inc.

"I’ve been working with David to serve our mutual clients for several years now. As a corporate, securities, and tax attorney, it’s critical that my clients have skilled, diligent, and personable tax advisors and CPAs, not only skilled and knowledgeable with tax matters, but also business matters. David has consistently provided practical, cutting edge advice regarding both general and complex tax and business matters. He is a pleasure to work with and I highly recommend him and his team for your professional tax services."

Mike McGovern

Partner - Corporate, Securities & Tax , Reiter, Brunel & Dunn, PLLC

"David is an experienced professional who has consistently gone above and beyond to meet our needs. Being a startup, it’s hard to find business service providers that are can move fast and be flexibly. David is there when we need him and always delivers. He has been a pleasure to work with and we highly recommend him to meet your accounting and tax prep needs."

Haydn Collard

Director of Compliance, Grey, Inc.

Contact Us

(512) 829-8002

508 W 12th Street
Austin, TX 78701

River Place Satellite Office
10815 Ranch Rd. 2222
Bldg. 3B Ste.100
Austin, TX 78730

Monday - Friday: 10am-5pm