We're business owners too - tax reduction & business growth is our speciality.
Richard was the founder of a profitable consulting firm, which he had grown over the past 10 years. He had decided he wanted to sell the practice and enjoy his success with his family, and he reached out to Allmon, DiBernardo & Associates to seek guidance on the most tax-efficient approach to selling his firm.
As part of our business planning service, we create scenarios that show the potential tax impact of exiting your business and devise cutting-edge exit strategies to minimize the tax so that more of your hard-earned wealth is preserved for you and your family.
After working with Allmon, DiBernardo, & Associates, Richard was able to sell his practice and avoid nearly all of the capital gains tax on exit using a basis maximization strategy designed by our firm.
A simple 3-step onboarding process
After submitting your request, we review the information and then follow up via email to submit the necessary tax documents. Then, we'll schedule a time for your initial planning call.
In this meeting, we'll review your situation and determine where and how we can add value. We'll discuss which services may align best with your current & future needs.
After meeting & reviewing your situation, we prepare a multi-page proposal that shows you your potential tax savings & the different strategies we recommend.