Sooner
Book a Meeting
Practice Areas

Practice Areas

Sooner Advisory & Planning

The decisions that set up every other decision.

Tax is the connective tissue; every other move routes through it. Exit work is the same argument on a deadline. These are the disciplines where the order of operations decides the outcome, and where being early is worth more than being clever.

Different people, different years, different rooms. Here is what each one covers, and why we refuse to run them one at a time.

Tax Planning

The connective tissue. Everything else routes through here.

  • Multi-year bracket and Roth conversion sequencing
  • Entity selection and compensation structure, actually modeled
  • Tax-efficient repositioning of concentrated and appreciated assets

Business Exit Planning

The leverage lives years before the close.

  • Exit readiness and value acceleration
  • QSBS qualification and entity restructuring
  • Pre-sale tax architecture and charitable pre-funding

Estate Planning

Transfer mechanics are the easy part. The tension is the work.

  • Lifetime gifting sequenced against exemption sunsets
  • Trust structures that balance preservation with control
  • Valuation-discount development ahead of transfers

What changes

By the time you have built something worth protecting, your financial decisions get made in different rooms with different people. Each one looked reasonable on its own. Added together, they produce a bill nobody quoted you.

Sooner runs every decision through one team and one process. The disciplines above are not a menu you pick from. They are the pieces we sequence, in the order your situation actually requires, so each move sets up the next instead of undermining it.

Book a Meeting