The Lawyer Who Makes the Deal Better, Not Slower.
On a deal, the structure decides how much you keep. We optimize it and coordinate your whole advisory team, so you close clean and keep the most.
More
After Tax
We structure the transaction so you keep more of the proceeds, not less.
Clean
Diligence-Proof Close
We prepare the structure and documentation the other side will demand, so the deal does not stall.
Aligned
One Coordinated Team
We coordinate your banker, deal counsel, and CPA on one shared plan, so nothing falls through the cracks.
Optimize the Deal, Without Slowing It Down or Stepping on Your Advisors
The structure of a deal decides how much you keep. The wrong asset or stock choice, a sloppy allocation, or a gap that surfaces in diligence can quietly cost you a large share of the proceeds.
Our process gives you a tax-optimized, diligence-proof structure with professional-grade precision.
Have questions? Start your free assessment to get clear answers.
Find the Best Structure
Asset or stock, the right elections, the right allocation. We show you, in numbers, which structure keeps you the most after tax.
Follow a Clear Plan
We map the structuring steps to your deal’s calendar and handle them in the right order, so the structure keeps pace with the deal.
Protect the Deal in Diligence
We prepare the structuring documentation the other side’s counsel will demand, so a gap does not surface and cost you leverage.
Preserve Continuity
We quarterback your banker, deal counsel, and CPA on one shared record, so nobody drops a ball and nobody fights.
Complement Your Counsel
We make your existing deal attorney and advisors better. We optimize the structure; we do not compete for their relationship.
Where Deals Quietly Lose Value
A deal’s value is set by its structure, its allocation, and how it holds up in diligence. When those are left to the default, owners on both sides fall into predictable traps that cost real money. Here are the most common ones we see.
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The wrong asset or stock choice
The default structure is often not the one that keeps you the most after tax. The wrong choice can cost a meaningful share of your proceeds.
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A sloppy purchase-price allocation
How the price is allocated drives the tax result for both sides. Getting it wrong leaves money on the table or invites a fight late in the deal.
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Structuring gaps that surface in diligence
A problem discovered during diligence costs leverage at the worst possible time. The fix is to get the structure right before terms are set.
Frequently Asked Questions
Quick answers to common questions that we hear. Each of these is covered in more detail in our free analysis.
It changes how much you keep. The choice between an asset and a stock deal, the elections made, and how the price is allocated can swing the after-tax result significantly for both buyer and seller.
No. We complement your deal counsel and your CPA. They run the transaction; we optimize the tax and legal structure and coordinate the team. We are the specialist they want on the call.
The goal is to make your existing advisors better, not to compete with them.
Often there is still room to optimize, but the most value is captured before terms are set.
Once the letter of intent locks the structure, your options narrow.
We will tell you honestly what is still available given where your deal stands.
The earlier we are involved, the more we can protect.
No. We work to your deal’s calendar and coordinate directly with the other advisors so the structure keeps pace and clears diligence the first time.
The risk is the opposite: a structuring gap found in diligence is what actually delays deals. Getting it right early keeps things moving.
The Tax-Structuring Specialist Deal Teams Bring In
Bankers, brokers, and deal attorneys bring us in to optimize and protect the transaction. Your free assessment will help you:
- Keep the most after tax with the right structure
- Close clean, with a diligence-proof structure
- Coordinate your whole advisory team on one plan
- Optimize the deal without slowing it down
Optimize Your Deal Before the Terms Are Set
Find out exactly how to structure your sale or acquisition for the best after-tax result, before the letter of intent locks it in.
Designed for Business Owners Who Need Straight Answers
I’m Jeramie Fortenberry, a business and tax attorney who has spent more than 20 years helping business owners solve multi-state legal problems.
I built this service after years of being brought into deals by bankers and attorneys to optimize the structure and protect the client.
My goal is simple: get you the best after-tax result and a clean close, working alongside your existing advisors. No unnecessary upsells.
Jeramie J. Fortenberry, Esq., Founder
