Reduce or eliminate the taxes when you sell your business

When you're planning to sell, we can help you increase your returns by 60% or more.

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Pay zero taxes when you sell your business

That's the magic of tax-advantaged planning.

With a Charitable Remainder Trust, you can defer 100% of the capital gains taxes you'd otherwise owe when you sell. Reinvest those savings and watch your money grow faster.

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Our small-business clients earn 60% greater returns with trust planning

NEW YORK MEDICAL GROUP
We've helped a group of New York doctors collectively defer $12 million of taxes on a $40 million sale to private equity
GEORGIA INSURANCE BROKER
The owner of a Georgia insurance business is on pace to earn 140% greater returns in retirement
CALIFORNIA MARKETING BUSINESS
The founders of a California lead generation business managed to eliminate all of their federal and state taxes, totaling some 36%

How a New York couple sold their dental practice and paid no capital gains taxes

Read THE case study ➞

See the potential gains. Spoiler: They're huge.

Calculate the expected returns

Our easy -to-use, customizable tax planning calculator will give you a snapshot of your expected returns.

Calculate your tax savings ➞

Double your returns (or more!) with proactive tax planning

Tax Deferral + Investment Growth

When you sell your business with a tax-advantaged trust, you'll owe no capital gains taxes on the proceeds — saving you 20 to 40 percent. And that's just the start. Reinvest the savings and you could double your returns over the long run.

Tax Smoothing

Instead of paying taxes on day one, on the full value of your business sale, you'll pay on a smaller amount each year, as you take distributions from your trust.

Tax Deduction

When you fund your trust, you'll get an immediate deduction on your personal taxes for this year, worth 10 percent of the value of the assets you place into the trust.

From inquiry to closing, we've got you covered

SET UP

Choose and implement the right trust for you

We'll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

TRANSFER

Transfer your business (or part of it)

We're with you every step of the way. Most business transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

SELL

Sell, defer tax, reinvest the profits

You can line up and complete your business sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

How it works, from inquiry to closing

The process is simple, and the benefits are huge. We'll be by your side from beginning to end.

1

Choose and implement the right trust for you

We'll help you starting at square one. Read our guides and case studies, use our guided planning tools to explore the options, calculate the potential gains, and choose the right strategy.

2

Transfer your business (or part of it) to the trust

We're with you every step of the way. Most business transfers are straightforward, but even if yours is not, our lawyers and accountants have you covered.

3

Sell, defer tax, and reinvest the profits

You can line up and complete your business sale just as you would have before. The only difference? No taxes, and you can reinvest the gains to supercharge your net worth.

Already sold your business? Don't worry — we have a solution for you. Read about it here, or schedule a time to talk with our strategists

From the SMB knowledge library

Deep dives, how tos, and case studies for every eventuality, at your fingertips

Business Sale Taxes: What You Need To Know

More than 100,000 SMBs are sold every year, representing $50 billion of value — and tax liability. Understand the most common missteps.

Read more ➞

4 Tax Questions When Selling Your Business

When to do tax planning? Can you do tax planning with a portion of your business? What if you're organized as an S Corp.? We have answers.

Read more ➞

Valur Guide to Charitable Remainder Trusts

Our intro to the most common tool for reducing the taxes on the sale of your business: the Charitable Remainder Trust.

Read more ➞

Common Questions

Does it matter how my business is currently organized?

Bottom line: Most business structures can work with a tax-advantaged trust. There is some nuance around certain partnerships, and there will be some details to work through if you're organized as an S Corp. But that's what we're here for. We'll work with you to assess your situation and, if necessary, our legal partners will step into complete the deal, at no cost to you!

What is the most common structure for avoiding taxes on a business sale?

The most common choice, by far, is the Charitable Remainder Trust. With a CRUT, you'll receive three tax benefits: (1) An up-front 10% deduction against your personal income; (2) pay zero taxes on your capital gains today, allowing you to reinvest your earnings pre-tax; and (3) smooth out your income to reduce your effective tax rate.

REDUCE YOUR TAXES IN LESS THAN 24 HOURS!

If you're ready to get started, we can set up your tax-advantaged trust in under a day. And if you'd just like to explore, you can do that, too. Just submit your information here.

Talk to our team ➞

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