Broker Check

Business Owner Exit Planning

Efficient Tax Strategies

Freedom for the Future

<span style="font-weight: 400;" data-mce-style="font-weight: 400;">Stop Waiting - Start Living In Confidence</span>

Stop Waiting - Start Living In Confidence

Every day you wait to plan your transition from owning your business, you miss opportunities for reducing your tax liability when the time comes to sell. See how others have found success in our Tax Strategies for Exit Planning Case Study.

Download a Case Study Today

The Palmer Group Can Help

Proven Results

We’ve worked with many business owners to create and execute successful transition plans that specifically help families be creative with their business sales. 

Clear Communication

We keep things simple and clear so you can understand each step and feel comfortable with our recommended plan.

Your Quarterback

We are skilled navigators and can work alongside or even lead your existing advisory team. We help move everyone forward with your goals as our focus.

Here’s How it Works:

<b>Schedule a 20 Min Consultation</b>

Schedule a 20 Min Consultation

Talk about your goals and see if we are a good fit. 

<b>Create a Plan</b>

Create a Plan

Together we will create a plan to maximize the after-tax income from the sale of your business.

<b>Implement Your Transition Plan</b>

Implement Your Transition Plan

In coordination with your CPA, Financial Planner and Attorney, we will help quarterback your Transition Plan.

You Can Make This Happen. We Can Help.

You Can Make This Happen. We Can Help.

At The Palmer Group, we know you want to be wise about your business exit plan to avoid paying unnecessary taxes after your sale. In order to do that, you need a transition plan that is optimized for your take-home value. The problem is, navigating the tax code is complex and your CPA can only help with part of the plan, which makes you feel frustrated and fearful you’ll end up paying more than you should.

We believe you should keep more after selling your business.

To find out how, schedule a 20 minute meeting today. And in the meantime, download our article on Tax Structuring for Your Business Exit. Stop wondering how you can keep more of your business sale price, and instead have confidence that you can. 

Schedule a Consultation Today