Who we serve

Plan the sale of your business before the buyer does.

For many owners, the largest tax bill of their lives arrives with the exit. Planning a year ahead can change what you keep.

Nashional Investments · Updated October 2026

What we hear

The questions we help answer.

We model the gain, the rates and the options before you sign a letter of intent.

An Opportunity Zone fund or an installment sale can spread or defer it.

A cash balance plan can shelter large contributions while you still own the business.

Strategies to discuss

Reinvest a capital gain in an Opportunity Zone fund to defer the tax and, after 10 years, potentially exclude the fund's appreciation.

Large deductible retirement contributions for owners with high, steady income.

Give appreciated assets and potentially avoid the capital gains tax.

Tax outcomes are usually best when they are planned months before a closing date. Your first conversation with us is complimentary.