For owners at $1M–$10M revenue
Tax strategy first. Enterprise value follows.
You're likely paying more tax than you owe this year — and the same gaps quietly lower what a buyer will pay later. Strategic tax planning reduces what you owe now, and done properly, it strengthens what the business is worth when you step away. AssetSculpt advises on both, in that order.
Four areas of advisory
Strategic tax planning for owners
Peak-earnings-years planning, salary-versus-distribution structure, entity and structure review, and multi-year tax scenario analysis — built around your entity structure, your compensation, and your cash position.
Compensation and retirement design
Owner compensation, cash balance, and defined-benefit plans modeled before you commit — so retirement design strengthens the tax plan instead of competing with it.
Business value and exit readiness
Value-driver and risk assessment, with profitability and cash-flow improvement directed at transferable value — advisory on what a buyer will pay, addressed years before a sale.
Owner strategy and transition planning
Partner buy-in and buy-out structuring, and exit and transition planning across a 5- to 15-year horizon — aligning the business, the owner, and the owner's wealth as one plan.
Ways to work together
Engagements and fees
Year-End Tax Sprint
Two weeks. A diagnostic of your personal and business tax position, your top 3–5 strategies before December 15, written findings, and one 30-minute call to review them.
$2,500, credited toward a full plan
The AssetSculpt Tax Plan
A written plan with a sequenced action list, scoped to your business and confirmed in writing before work begins: personal and business return diagnostic, entity, compensation, and PTET review, and cash balance and defined-benefit modeling.
$10,000–$25,000 flat fee, confirmed in writing
Maintenance and Business-Value Advisory
Year-round advisory that carries out the plan and compounds business value: quarterly reviews, year-end actions on schedule, partner buy-in and buy-out structuring, and profit, cash-flow, and value-driver work.
$2,500–$5,000 per month
Executive Engagement
Fractional Executive Oversight & Strategic Advisory
$3,500+ per month
For founders and CEOs scaling past $1M+ in revenue who require high-level financial governance and exit architecture, without the overhead of a full-time Chief Financial Officer. A standalone engagement — you do not need to already be a tax advisory or ongoing management client. The fractional engagement itself is ongoing, at $3,500+ per month.
What lowers the value of a business?
Four risks account for most of the discount a buyer applies. Each is reviewed in the Tax Plan and in ongoing advisory work.
- Owner dependence — the business cannot operate — or be sold — without the owner at its center.
- Customer concentration — a small number of customers account for an outsized share of revenue.
- Financial reporting quality — financial records a buyer cannot trust, or cannot verify, discount the price.
- Operational efficiency — margins and processes that do not survive the owner's departure.
Free consultation
Start with a free 30-minute consultation.
A 30-minute conversation by Zoom or phone, weekdays 9am to 5pm Pacific.