Vertical · Business Sale
Business Sale Planning
QSBS Section 1202 exclusion, installment sales, F-reorganizations, and post-sale wealth structuring for US business owners.
What this vertical covers
- QSBS §1202 exclusion analysis (up to $10M or 10× basis tax-free)
- Stock-sale vs. asset-sale tax-impact modeling
- Installment-sale and earn-out structuring
- F-reorganization analysis for S-corp sellers
- Post-sale wealth deployment and concentration-reduction strategy
Recent business sale writing
QSBS Section 1202 Exclusion: $10M Tax-Free
Founders can exclude up to $10M (or 10x basis) from federal capital-gains tax under section 1202.
Installment Sale vs Lump Sum: Tax Trade-offs
Spreading gain across years to manage brackets, NIIT, and state-tax exposure.
F Reorganization Before Sale: When It's Worth It
Why S-corp sellers convert to LLC pre-sale and how the F-reorg structure works.
California Exit Tax and Business Sales
What CA's residency-based taxation means for founders relocating during a sale.
Post-Sale Wealth Deployment Playbook
Concentration-risk reduction, state-tax planning, and Donor-Advised-Fund timing for sale proceeds.
Business Sale by metro
City-specific guidance — federal rules layered with state-tax and local-economy patterns that materially change planning outcomes.