×
Most operators meet a tax strategist after the deal closes. By then the structure is set, the options are gone, and the number is whatever it is. We start before — so the money you spent years building goes where you decide, instead of defaulting to the IRS.
For founders, investors, and advisors in the Acquisition HQ ecosystem
No cost, no obligation. If we can't help you, we'll tell you on the call.
Nobody in this room is planning to do nothing. The only real question is when — and the answer decides which of these two versions you get.
An accurate report on a finished deal is genuinely useful. But by the time it exists, the number on it is already settled.
Designing how you exit is worth far more. Our job is to build a strategy that helps you keep more of the value you spent years creating — and that work has to happen before the close, not after.
Acquicon vets every attendee. If you're in the room, there's a strong chance you're in one of these lines of business.
Running $2M–$50M+ businesses, scaling through bolt-ons, or heading toward a liquidity event. The more complex the income, the more the structure around it is worth — and the earlier it has to be built.
Deploying capital across entities and managing K-1s from multiple positions. Your tax position should be designed alongside your investment thesis, not reconciled against it in April.
Deal fees arrive in large, uneven amounts — one of the least efficiently taxed income shapes there is. We help you keep more of what a good year produces, and build structure that survives a lean one.
These are examples from a much larger toolkit, not a menu. Which ones apply to you is exactly what the assessment is for — because every plan we build is “Taylored.”
A business exit is one of the highest-tax events in an owner's life, and nearly all of the planning has to exist before the close. We start years ahead.
How your holdco, operating entities, and deal vehicles relate to each other drives the tax outcome of everything downstream. Designed before deals close, not diagnosed after.
Assets acquired in a deal can generate substantial Year 1 deductions against active income — turning a purchase you were already making into a cash-positive event.
Move income deliberately across entities, family members, and qualified vehicles to lower the effective rate while compounding long-term wealth.
Federal energy credits and accelerated depreciation produce meaningful, code-supported offsets for high-income operators and investors.
For owners who intend to give anyway, structure decides how far the same dollar travels — and how much of the outcome you control.
Three steps, in order, with a decision point that stays yours the whole way through.
A conversation, not a pitch. Where you are, what's coming, and what you'd want the money to do. If there's nothing meaningful here for you, we say so on this call.
Our team does the real work — a deep dive on your actual documents and a custom plan with the strategies that fit your situation and the numbers attached to each one.
A specialist walks you through the plan line by line. It's yours to keep either way. If you'd like us to execute it, that's when we talk about what that looks like.
One actual client plan. Not a projection, not a model — a plan we built and delivered.
Year 1 snapshot
Individual results depend entirely on your facts and circumstances. Figures shown reflect one client's plan and are not a prediction, guarantee, or offer. Nothing on this page is tax, legal, or investment advice.
As title sponsor, we're on site from the pre-party through close. Book a time now and we'll have your conversation on the calendar before you land.
At the pre-parties. Colby and the team are there all evening. Come say hello before the main stage starts.
On the main stage. Time to be announced — check back closer to the event.
Our breakout session. Room and time to be announced — the best slot for a longer conversation about a specific deal.
Not attending this year? The call works just as well from wherever you are.
Pick a time that works. We'll talk about where you are, what's coming, and whether there's something here worth building. If there isn't, you'll know by the end of the call.
We're the title sponsor of Acquicon 2026, Acquisition HQ's national conference, held October 19–21 in Salt Lake City. We sponsor it because the people in that room are the people we're built for — operators, investors, and advisors whose income runs through deals.
Earlier than most people think, and ideally two to five years out. The great majority of exit planning has to be in place before a transaction closes. Once the deal is signed, most of the options are simply no longer available — which is why the timing matters more than almost anything else.
Your CPA reports the past accurately, and that work matters. We design the future. It's a different orientation, a different calendar, and a different set of conversations — which is why the two roles coexist well. We're not asking you to fire anyone.
Business owners and investors paying six figures or more in annual tax, and founders approaching a liquidity event of $1M or more. Below that threshold there usually isn't enough room for these strategies to be worth it, and we'd rather say that up front than take an engagement that doesn't pay for itself.
Watching people who built something keep control of what it becomes. The tax savings are the mechanism. What our clients do with it — fund a foundation, put grandchildren through school, buy the next business, set up a generation — is the actual reason we do this work.
The only question is whether it goes somewhere you chose. That's a decision you can still make — but only while the structure is still yours to shape.
Book a Discovery Call →