Make the Big Decisions. Know They’re Done Right.
When you sell, restructure, or pass on your business, the stakes are high and the path is complex. I make sure it’s handled right, working with the advisors you already trust.
Jeramie J. Fortenberry, Attorney
As Seen In
The Most Expensive Mistakes Are the Ones You Only Make Once.
You get one chance to get a sale, a restructuring, or a succession right. The wrong structure can cost you in taxes, in control, or in a problem that surfaces years later. The real risk usually isn’t a bad advisor. It’s that no one is looking at the whole picture, where your business, your tax, your estate, and your protection all meet.
One Attorney for the Whole Picture.
Senior counsel that connects the moving parts, so nothing falls between your advisors.
The whole picture
See the whole picture.
One attorney connecting your business, tax, estate, and asset protection, so the pieces work together instead of against each other.
Confidence
Decide with confidence.
Senior judgment on the decisions you can’t afford to get wrong, so you stop second-guessing and move.
Your team
Keep your team.
I work alongside your CPA and advisors, not around them.
You Don’t Have to Make These Calls Alone.
You built something worth protecting. The decisions that shape its future should not keep you up at night.
I’m Jeramie Fortenberry. An NYU Tax LL.M. and 20 years advising entrepreneurs and privately held companies on the decisions that shape ownership, control, and wealth.
Three Steps to a Decision You Can Stand Behind.
Step 1
Talk it through.
Tell me what is ahead. We map the decision and what is at stake.
Step 2
Get your plan.
One integrated plan across tax, business, estate, and protection, coordinated with your advisors.
Step 3
Make your move.
Execute it, done right, with no second-guessing.
Pre-Exit Legal and Tax Planning
Sell your business.
Keep more of what you’ve built.
The right structure before closing can save hundreds of thousands in tax. The wrong one costs that much. Strategies work best when they start early.
Selling an S-Corp
F Reorganizations
Sophisticated buyers require asset-sale treatment. An F reorg converts your S-Corp structure so the deal can close on favorable terms.
Founders and Early Investors
QSBS Formation
Exclude up to $15M per shareholder in capital gains from federal tax under Section 1202. Form your company with QSBS built in and get an attestation letter for your records.
Buyers and Sellers
Acquisition Structuring
Asset sale, stock sale, or merger? The wrong structure shifts millions in tax liability. Get the analysis before you sign the LOI.
Your business lifecycle, covered
Legal strategy for every stage, from formation through exit.
Form
Entity selection and formation.
Structure
Ownership and holding design.
Operate
Compliance through growth.
Relocate
Move the entity across state lines.
Exit
Prepare and structure the sale.
Close
Wind down cleanly and finally.
Have a Big Decision Ahead?
Bring me in early. The sooner I’m involved, the more I can do.