PREVIEW · Pending compliance review · Not yet published to the public
THE EXIT WINDOW
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A few questions before we talk.

Two reasons. First, so the briefing is about your situation instead of generalities. Second, so we can tell you honestly if the window does not apply to you, in which case we will say so and save you the call. Rough answers are fine. "Not sure" is a normal answer.

We use these to schedule your call. No newsletter ambush.
Where are you in the sale?
Every stage is workable. Earlier is easier, but later is not always too late.
This sets your clock. If your gain flowed through a partnership, your window may start later than this date. We will map it on the call.
Approximate size of your gain
A range is enough. It determines which rules and thresholds matter for you.
How was the deal structured?
This is the big one. It decides how much of your proceeds is capital gain, which is the only slice eligible for deferral. "Not sure" is the most common answer, and it is exactly what your CPA will confirm.
Selling entity type
Flow-through entities can have a different 180-day start date. This detail rescues more windows than any other.
State tax treatment varies, and some states do not follow the federal rules. It changes the math.
We will never contact them without your explicit OK. We ask because the best briefings include your CPA on the line, and we would rather work with them than around them.

Submitting this form books an educational conversation. It is not an application to invest in anything, and no investment will be offered on the call. All content is educational only and is not tax, legal, or investment advice.