Legal & Entity Structure
The structure holding your equity determines everything that follows.
Entity structure isn't paperwork. It's the foundation that determines your tax treatment, asset protection, estate planning options, and liability exposure. Most founders discover this after the exit — by then, the best options are gone.
Pre-Exit Entity Positioning
We work with your M&A counsel to restructure ownership before the close — grantor trusts, family LLCs, intentionally defective grantor trusts — so the exit itself becomes a wealth transfer event. The proceeds land in structures that are already optimized. Not retrofitted.
The difference between pre-positioning and post-exit cleanup is often $15-25M in unnecessary tax exposure. And once the deal closes, most of these doors shut permanently.
Ongoing Entity Management
Post-exit, your entity structure needs to evolve with your life. New investments, new jurisdictions, new family dynamics — each change has implications across tax, estate, and asset protection. We maintain and optimize the architecture continuously.
Annual entity reviews. Jurisdiction analysis. Operating agreement updates. Trust modifications as laws change. This isn't set-and-forget. It's a living system.
Capabilities
- Grantor Trusts
- Family LLCs
- IDGTs
- GRATs
- Series LLCs
- Holding Companies
- Operating Agreements
- Jurisdiction Optimization