At OMNI 360 Advisors, we offer comprehensive exit tax planning as part of our broader tax and business advisory services, giving you a team of CPAs, tax attorneys, financial advisors, and business consultants working together on your behalf.
Ideally, exit planning begins three to five years before your desired exit date. This window allows for restructuring ownership, optimizing entity types, adjusting compensation, and utilizing advanced tax strategies that require time to implement properly. However, even if you’re closer to a transaction or have already received an offer, there are still planning opportunities to explore. Our team helps you identify the most advantageous path based on your unique situation and timeline.
We take a holistic, personalized approach to exit tax planning. Our services include:
We evaluate your current business entity—whether it’s an LLC, S Corp, C Corp, or partnership—to determine if restructuring could reduce your tax liability at the time of sale. For example, converting a C Corporation to an S Corporation years before a sale may allow gains to be taxed at lower rates.
The sale of a business often triggers long-term capital gains tax. We identify and apply techniques to minimize this burden, such as:
For owners who plan to transfer ownership to family members or internal successors, we design strategies that integrate estate and gift tax considerations. These may include:
By aligning your exit strategy with your estate plan, we help you minimize double taxation and ensure a seamless transition of assets.
We help owners and key executives prepare for life after the exit. This includes setting up tax-advantaged retirement plans, deferred compensation arrangements, or golden parachutes that ensure ongoing financial security without incurring unnecessary tax burdens.
If you’re selling to a third party or private equity firm, tax due diligence is a critical part of the process. We work closely with your legal and financial advisors to:
Our goal is to position you for the most favorable after-tax result while reducing the risk of surprises that could delay or derail the deal.
Each exit path comes with its own set of tax considerations. We customize your strategy based on how you plan to leave the business:
At OMNI 360 Advisors, we don’t believe in one-size-fits-all solutions. Our multi-disciplinary team crafts strategies as unique as your business.
Many business owners wait too long—or don’t plan at all—when exiting their business. Common pitfalls include:
Our team helps you avoid these costly errors by putting the right plan in place well ahead of time.
OMNI 360 Advisors is more than a tax advisory firm—we’re your all-in-one exit planning partner. Our unique value lies in our integrated approach that combines:
With decades of experience advising privately held businesses, family enterprises, and professional partnerships, we understand how to balance numbers with nuance. We’re not just looking at your tax bill—we’re helping you build a legacy.
Whether you’re considering a sale, succession, or retirement, a well-planned exit can help you secure the future you’ve worked so hard to build. The earlier you engage, the more options you’ll have to maximize your outcome.
Our experienced advisors work closely with you to identify potential tax-saving opportunities, eliminate risks, and align your exit strategy with your personal, financial, and long-term business goals. Your future starts here.
Contact OMNI 360 Advisors today to schedule a confidential consultation. Let’s design a strategy that ensures your exit is just the beginning of your next great chapter.
Schedule a Consultation
Preserve your wealth, protect your legacy, and exit on your terms. Contact us at (609) 452-0889.
How we do business – ADV Part 3 – CRS (Please see attached document)
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