Tax Credits | M&A | CFO Services
Helping entrepreneurs optimize their companies and maximize their exits
Michael is a California-licensed attorney who focuses his practice on tax credits, M&A, and CFO services. Michael has worked as a Big Four advisor as well as a CFO at multiple global companies. He holds a JD from the University of Connecticut and an MBA from Bryant University. Michael helps entrepreneurs across the US achieve their goals by creating bespoke plans tailored to the needs of their companies and their families.
WHY ENTREPRENEURS WORK WITH MICHAEL
I'm an entrepreneur, so reducing my taxes is always top of mind. Last year, after my CPA told me to expect a big tax bill (and to just pay it!), I contacted Michael, who pored over my company's information, and identified tax credits and other opportunities that my CPA missed. He saved me close to $1 million, now I can use those savings to grow my business.
I wanted to sell my business but didn't know where to start. Michael guided me through the whole process and made it completely painless, from helping me find a buyer to planning a tax-efficient (he saved me millions in taxes!) exit. Without Michael I would still be stuck in the daily grind, but now when my wife wants to go on vacation I can say "Let's go!"
My startup was experiencing massive growth, and we didn't have a scalable accounting, financial or legal function to match. Michael assessed our situation, implemented a scalable solution and when we exited four years later, we paid $0 in capital gains taxes because of his advanced planning. I recommend him highly!
HOW MICHAEL HELPS ENTREPRENEURS
TAX MINIMIZATION STRATEGIES
Pre-Sale Planning: Business advisory and critical steps to get your business ready for sale.
Exit Strategies: Tax strategies for your liquidity event, business exit, and succession planning.
Tax Efficient Portfolios: Customized for your specific wealth objectives, risk tolerance, and future plans.
Review existing documents
Create wealth for your children, and theirs
Illustrate key points of your Estate Plan
Estate and gift tax planning
Advanced tax mitigation strategies
Special Needs Trust planning
Outlining your company's roadmap to ensure it's on track to hit all of its goals, both short- and long-term
Mergers & acquisitions advisory
Development of practicable and actionable strategic plans for you, your company and your family
FRACTIONAL CFO SERVICES
Develop policies, processes and systems that will support sustainable growth
Improve visibility and analytical capabilities to convert large amounts of data into actionable information
Explore causes of revenue leakage, cost overruns, and operational friction in a growing business and develop potential solutions