The structure you chose
at the kitchen table.

Structure is cheap to get right early and expensive to change late.

Most private companies are operating inside a structure someone chose in a single conversation years ago, when the business was smaller, simpler and in one state. It usually still works. Occasionally it is quietly costing a great deal: in self-employment tax, in state filings, in the difference between an asset sale and a stock sale, or in an inability to admit an investor without a reorganization.

The most common finding is real property sitting inside the operating entity. It creates liability exposure, it complicates a sale, and moving it out later can trigger tax that would not have arisen if it had been held separately from the start. There are ways to fix it; all of them are more work than not doing it in the first place.

We model the alternatives with real numbers rather than describing them in the abstract: current structure, proposed structure, and the after-tax difference over five years including the cost of getting there. Some of those models conclude that the current structure should be left alone, and that is a perfectly good outcome.

Structuring is done with your attorney, not instead of them. We handle the tax analysis and the modeling; they handle formation, agreements and the corporate record. Work sequenced the other way around tends to produce documents that do not achieve the tax result anyone assumed.