For business brokers & M&A advisors
We partner with brokers to structure the seller's exit before it goes to market — legally reducing, deferring, or eliminating capital gains tax. Your client nets more. Your deal is far likelier to close. You become the most valuable person in the room.
No cost and no obligation to the broker. You simply make the introduction.
The problem
The moment a business sells, capital gains becomes the largest — and most overlooked — line item in the deal. A founder who spent decades building a company can watch 20–30% of the proceeds disappear to federal and state taxes before the wire ever clears.
For you, that's real friction: deals stall when sellers see the after-tax figure, clients feel blindsided, and your hard-won commission rides on a transaction that may never close.
A $5M exit can quietly become a $3.5M outcome — and with no plan in place, that gap is permanent.
The difference between a standard transaction and a structured one isn't incremental. It's the reason one deal closes and another falls apart.
Free tool for brokers
Six quick questions about the deal. You'll see your seller's estimated tax exposure, how much may be recoverable, and the exact talking points to bring to your next seller meeting.
We'll send a one-page summary you can use in your seller meeting and book a 30-minute partnership call. No cost, no obligation.
Estimates are illustrative only, generated from the inputs you provide, and are not a quote, an appraisal, or tax or legal advice. Actual exposure and any potential savings depend on the full facts of the transaction, entity details, basis, state law, and current tax guidance. No specific result is guaranteed.
How we partner
Designed specifically for brokers — minimal burden on you, maximum impact for your client. You stay the lead advisor the whole way through.
You introduce us to your client. We run a confidential 30-minute call to assess the business, the timeline, and the tax exposure — at no cost and no obligation.
We deliver a custom plan tailored to the seller's situation — identifying legal strategies to reduce, defer, or eliminate capital gains before the business goes to market.
We remain engaged through close and beyond — handling the structuring, filings, and post-sale compliance so you and your client have zero loose ends.
What you gain
Sellers who see a higher net payout are far more motivated to sign. Fewer deals die at the finish line over tax anxiety.
Offer tax structuring as a built-in part of your service — something most brokers simply can't credibly bring to the table.
Clients remember who helped them keep an extra six or seven figures. That loyalty drives referrals for years.
We operate behind the scenes on the tax mechanics only. We never step into your role or your client relationship.
Proof
Actual client work from the firm behind this partnership, with identifying details removed. This is the rigor your seller's blueprint is built on.
"A CPA referred me to Roger Herring, and his firm has prepared my taxes ever since. They aren't just number crunchers — they save me thousands."
Case studies reflect actual client engagements with identifying details removed. Figures are estimates and projections based on the planning consultation; actual results depend on implementation, timing, and individual circumstances. No guarantee of tax savings is expressed or implied. Strategies are evaluated under current law. This material is for informational purposes only and does not constitute tax or legal advice.
Common questions
On a typical business sale, combined federal capital gains, state tax, net investment income tax, and depreciation recapture commonly take 20–30% or more of the proceeds. The exact figure depends on the deal structure, the state, and how the entity is set up — which is precisely why planning before the deal is signed matters so much.
The ideal window is 12–24 months before a sale, and ideally before a letter of intent is signed. Once a deal is in exclusivity, options shrink. Planning closer to close still helps — but the earlier a seller engages, the more can be done.
No. There is no cost or obligation to the broker. The seller engages our firm directly. You simply make the introduction and stay in the loop.
No. You remain the lead advisor and the relationship stays entirely yours. We operate behind the scenes on the tax mechanics and never step into your role.
It depends on the seller's situation — the plan is built for the specific deal. Approaches can include deferred sales trusts, installment sales, QSBS/Section 1202 planning, Qualified Opportunity Zone reinvestment, charitable structures, and entity and timing adjustments. Every recommendation is documented and built to stand up to IRS scrutiny.
An Enrolled Agent–led tax advisory firm with 24 years in practice, licensed to work with clients nationwide, delivering every engagement through a documented process called The Precision Method™.
Get started
Book a 30-minute broker partnership consultation. We'll walk you through the process, show you exactly how the Advanced Tax Blueprint fits into your deals, and pinpoint where it creates the most impact.
Confidential · No client data required · For qualified broker partners