Understand the after-tax outcome before you sign.
Deal structure, purchase-price allocation, and payment timing can shape a practice sale's tax outcome long after the agreement is closed.
Two practice sales with the same top-line number can result in materially different after-tax outcomes for the seller — depending on how goodwill, equipment, receivables, restrictive covenants, and payment timing are structured.
Our capital-gains work brings that math forward. We model the transaction against your personal tax picture before the letter of intent, so the numbers you're negotiating reflect what you'll actually keep.
Analysis before the terms become final.
- Federal & state capital-gains modeling
- Depreciation-recapture analysis
- Purchase-price allocation review
- Goodwill & restrictive-covenant treatment
- Installment-sale modeling
- Payment-timing & estimated-tax planning
- Entity-structure review before sale
- Coordination with your attorney and wealth advisor
This page is for general educational purposes only and is not legal, tax, or investment advice. Every transaction is different — recommendations require a confidential review of your specific facts.
The LLI process.
- Step 01
Confidential intake covering the practice, transaction goals, and timing.
- Step 02
Baseline personal & business tax projection.
- Step 03
Deal-structure and allocation modeling with alternative scenarios.
- Step 04
Written summary and coordination with your legal and wealth team.
Common questions.
- Isn't capital gains just one line on a return?
- The final number is one line — but how the transaction is characterized (goodwill, equipment, receivables, restrictive covenants) and how payments are timed can meaningfully change it. That work happens before the LOI, not after.
- Do you provide legal or investment advice?
- No. We provide accounting, tax, and financial analysis. We coordinate closely with your attorney and wealth advisor on legal and investment decisions.
- Can you model different deal structures?
- Yes — asset vs. entity sales, installment structures, earn-outs, and staged transitions can all be modeled against your personal tax picture before you sign.