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Guides for owners of growing companies.

Tax, entity structure, capital raising, selling and estate planning, explained in plain language with the rules cited. Updated November 2026.

Tax Planning & Accounting

ISigns your company has outgrown its bookkeeper.How owners of $2M to $50M companies can tell their bookkeeping and once-a-year tax prep no longer fit, and what a full tax and accounting team does differently.IIS corp, C corp or LLC: choosing the entity for a growing company.How the entity choice affects tax for a growing company in 2026: the 21% corporate rate, the permanent 20% QBI deduction, S corp limits, and the expanded QSBS exclusion.

Fractional CFO

IFractional CFO, full-time CFO or controller: which does your company need?What a fractional CFO does, how the role differs from a controller and a full-time CFO, and when a $2M to $50M company typically needs each.

Capital Raising & Going Public

IReg D vs Reg A: how private companies raise capital.The difference between Rule 506(b), Rule 506(c), Reg A Tier 1 and Tier 2: who can invest, how much can be raised, whether you can advertise, and what each costs in disclosure.IIWhat is an SPV, and when does a company use one?A plain explanation of special purpose vehicles: how an SPV pools investors into one entity on the cap table, the securities rules that apply, and what documents are involved.

Sale & Exit Planning

ISelling your business: the tax decisions to make before the term sheet.Asset sale vs stock sale, installment sales, QSBS and entity structure: the tax decisions owners of $2M to $50M companies should look at before signing a letter of intent.

Trusts & Charitable Planning

IEstate planning for business owners in 2026.The 2026 federal estate and gift exemption is $15 million per person and now permanent. How business owners use SLATs, GRATs, IDGTs and dynasty trusts around it.

Quick answers

•Straight answers for business ownersShort answers on tax planning, fractional CFOs, general counsel, Reg A, selling a business and trusts.

Guides are general information, not legal, tax or investment advice for your situation.

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