Business Sale Case Study | Engineered Tax Mitigation
$65M Business Sale
EquiTrack™ Overview
$65M Business Sale Case Study
Engineered Tax Mitigation  ·  EquiTrack™ Strategy

$16,769,609 in total savings.

A California business owner with $65M in total sale proceeds reduced their effective rate through a single, IRS-compliant implementation of the EquiTrack™ framework.

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The Case

When a liquidity event arrives, structure determines the outcome.

Client Profile
Filing Status Married Filing Jointly
Residence California
LTCG Proceeds $50,000,000
§1245 Recapture $15,000,000
Total $65,000,000
Without EquiTrack™
37%
Effective Rate
Federal Tax $15,790,251
State Tax $7,929,358
Total Tax $23,719,609
With EquiTrack™
11%
Effective Rate
Total Savings
$16,769,609
Preserved through a single EquiTrack™ implementation
Take the Next Step

A transaction of this size deserves a better structure.

A 30-minute private consultation begins the process.

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All engagements begin with a qualification review and require execution of a mutual NDA prior to strategy disclosure. Past results do not guarantee future outcomes.