Proud Title Sponsor · Acquicon 2026
Title sponsor of Acquicon · October 19–21 · Salt Lake City
Everyone Here Is Focused on the Deal. We're Focused on You.
Your business should serve your life, not run it.
Buying, building or getting ready to sell: the deal is one chapter. Taylor Proactive Team is a goal-focused tax firm for acquirers, operators and founders. We start with what you want your life to look like, then reverse-engineer the tax plan to get you there, built to last.
Free 30-minute call · If we can't help you, we'll tell you.
Founded by Merrill Taylor, CPA- Plans built to last, year after year
The Honest Question
When the Deal Closes, Will You Be Okay?
This room knows multiples, structures and diligence cold. The question that gets skipped is the personal one: what the deal does for you, your family and the life you're working toward.
Deal First
The Business Runs Your Life
- Tax planning starts at the transaction, and stops there
- Your personal finances get looked at after the money lands
- The plan follows the paperwork, not what you want your life to look like
- Your CPA calls once a year, in the spring, about last year
You First
The Business Serves Your Life
- Planning starts with your goals, well before any transaction
- Your personal tax picture and your business, planned together
- Deal specialists from our network handle the transaction, working from your plan
- Conservative, documented and reviewed, so the plan holds up year after year
Tax planning is forward looking and allows us to write history before it happens.
Who This Is For
Buying, Building or Selling: The Plan Starts With You.
Acquicon vets every attendee. Wherever you are in the deal cycle, our first question is the same: what do you want your life to look like?
01 · Acquirers
Buying a Business
Your first acquisition or your fifth. We plan your personal taxes alongside the purchase, so what you're buying moves you toward the life you want.
02 · Operators
Running What You Own
The business is growing and so is the tax bill. We plan forward each year, so more of what it earns goes toward the goals you named.
03 · Founders
Building to Sell
A sale is somewhere on the horizon. We start with what you want life to look like afterward, then plan the years between now and then.
Your Goals
What Our Clients Plan For
A deal is a means, not the goal. We start with what you want the money to do, then work backward to a plan built around your life.
Buying the next business
Decisions made before the deal closes, so more of what you earn can fund the next acquisition.
A well-planned exit
Planning years ahead of a sale, so more of what you built stays with you and your family.
Growing the holdco
More of what the portfolio earns goes back into it, instead of out the door each April.
Stepping back on your timeline
Retiring sooner, or stepping out of operations, in the year you choose.
A college fund
Your kids' or grandkids' education, funded on purpose instead of from what's left over.
A legacy
What you built, passed on to the next generation the way you intend.
Giving back
For owners who intend to give anyway: you decide which causes your money supports.
Something else?
Tell us what you're working toward. That's where every plan starts.
How It Works
How Goal-First Tax Planning Works
Every plan is "Taylored" to the client. We start at the goal, work back to today, then plan your taxes forward to get you there.
Start With the Goal. Work Back to Today.
We map where you want to be, then plan each year's taxes forward to get you there.
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Tell Us Your Goals.
A college fund, a second home, retiring sooner, a legacy. We start with what you want your money to do, then build the plan around it.
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We Map Your Taxes Forward.
This year and the years ahead: your income, your business, any sale or exit on the horizon. We see what's headed to taxes before the year closes.
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We Engineer a Plan Built to Last.
We work backward from your goals, using conservative, established provisions of the tax code. Every plan is documented and reviewed.
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Your Money Goes Toward What Matters.
What you keep goes to the goals you named. Each year we plan forward again, so the plan keeps pointing where you want to go.
Strategies Change. Your Goals Don't.
Tax law changes, and the tools change with it. What stays fixed is what you told us you want. That's why every plan starts there.
Goals first.
Then the plan, built to last.
Free 30-minute call · Start with your goals
What Happens Next
We Prove Value Before You Commit to a Plan.
Our first conversation is free. If we can't help you, we'll tell you.
A Free Discovery Call.
30 minutes on where you are, what's coming and what you'd want the money to do. No cost. If there's nothing meaningful here for you, we'll say so on the call.
Your Tax Planning Assessment.
If there's a fit, our team goes deep on your actual returns and builds your "Taylored" plan, with every recommendation tied to a goal you named. The assessment is $2,500 and is credited toward implementation if you move forward.
Review & Implementation.
We walk you through the plan line by line, so you see the numbers before you decide anything else. The plan is yours to keep either way. If you'd like us to put it in motion, that's when we talk about implementation.
Your tax dollars are going somewhere either way. The assessment is how you find out how much more of them could go toward your goals.
Free 30-minute call · A short questionnaire, then pick a time
Find Us in Salt Lake
We're at Acquicon All Three Days.
As title sponsor, we're on site from the pre-party through close. Book a time now and your conversation will be on the calendar before you land.
Mon · Oct 19
At the pre-parties. Colby and the team are there all evening. Come say hello before the main stage starts.
Tue · Oct 20
On the main stage. Time to be announced. Check back closer to the event.
Wed · Oct 21
Our breakout session. Room and time to be announced. The best slot for a longer conversation about your own situation.
Who to Look For
Not attending this year? The call works just as well from wherever you are.
Common Questions
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: acquirers, operators and founders who want what they've built to serve their life.
Deal-specific tax work goes to specialists in our network who focus on the transaction. Our lane is you: your personal tax picture, your goals, and what you want your life to look like on the other side of the deal. We start there and build the plan around it, so the deal serves your life and not the other way around.
Earlier than most people think, and ideally two to five years out. Most exit planning has to be in place before a transaction closes. Once the deal is signed, most of the options are no longer available, which is why timing matters more than almost anything else.
We work with individuals and families with $500K or more in annual taxable income, and with anyone planning a $1M+ exit from a business, stock position, real estate, or another major asset. That includes W-2 earners, business owners, 1099 earners, and investors. Below that level there usually isn't enough room for planning to pay for itself, and we'd rather tell you that up front.
Your CPA looks back: they report what already happened, and that work matters. We look forward, to next year and five years out, and structure your income, entities, and investments before the year closes so you keep more of what you earn. You don't have to replace your CPA. The two roles work well together.
Watching people who built something keep control of what it becomes. What our clients do with what they keep, whether that's funding a foundation, putting grandchildren through school, buying the next business or setting up the next generation, is the reason we do this work.
Yes. Every plan is built on established provisions of the Internal Revenue Code, and every plan is reviewed before it reaches you. We keep plans conservative on purpose, so they're built to last, year after year, even as tax law changes.
The discovery call is a free, 30-minute conversation about your income, your tax picture, and what you'd want the money to do. There's no cost and no obligation. If we can't help you, we'll tell you. If we can, we'll explain what the tax planning assessment includes and what it could uncover for you.
The discovery call is free. If there's a fit, the next step is a tax planning assessment, which is $2,500 and is credited toward implementation if you move forward. Think of it as reallocation rather than cost: your tax dollars are going somewhere either way, to the IRS by default or into a plan you chose. Implementation pricing depends on the plan you choose, and we walk you through it at your plan review, before you decide anything.
To build your plan, we typically need prior-year tax returns, K-1s, W-2s, 1099s, business financials, trust documents, equity compensation details, and any other relevant supporting documents. Sending these promptly helps us move quickly and catch time-sensitive opportunities.
Let's Talk About You.
Everybody at Acquicon wants to talk to you about your deal. We want to talk about you: what you want your life to look like, and the tax plan that gets you there. Find us at Acquicon, or start from wherever you are. Thirty minutes is enough to know where you stand.
Free · 30 minutes · Confidential · If we can't help you, we'll tell you.
Prefer to talk first? Book a discovery call