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Sooner Advisory & Planning

Practice Area

Business Exit Planning

The leverage lives years before the close.

Most exit planning starts six months before a sale, when the only thing left to do is tidy up the return. The decisions that actually change the outcome (QSBS qualification, entity restructuring, valuation-discount development, charitable pre-funding) all live two to five years upstream.

Engraving of a switchback trail climbing to a mountain pass with a bright valley beyond

What this covers

  • Exit readiness and value acceleration
  • QSBS qualification and entity restructuring
  • Pre-sale tax architecture and charitable pre-funding
  • Coordination with M&A counsel and valuation specialists

The orchestration

Eric holds the CEPA designation for exit work, and Sooner Business Advisors runs value acceleration alongside the ReWild Group. That means the work of making a business sellable and the work of keeping the proceeds happen in one sequence, not two disconnected silos.

A liquidity event compresses a decade into one taxable year. We start early, where the leverage is, and carry the sequence through the close and into what the proceeds are for.

Where this shows up in your next move

Liquidity EventCapital GainsEstate Taxes

None of this works in isolation.

Ninety seconds tells you where your sequence should start.

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