Pay No Taxes When You Exit Your Company
Our Process Helps Exiting Entrepreneurs and Investors Eliminate Taxes — Legally, Safely, and Permanently
You've put in the years. Built something real.
Now you're facing a once-in-a-lifetime exit — the sale of your company or significant stock position.
But here’s the reality: Up to 37% of your gains could go to taxes.
What if that didn’t have to happen?
At Zero Tax Exits, we help qualified sellers retain up to 100% of their sale proceeds using time-tested, IRS-compliant strategies. We collaborate directly with your CPA, attorney, and advisors to unlock extraordinary savings — and we don’t get paid unless we deliver.
About Us
Our Mission
To empower successful founders, business owners, and investors to keep what they’ve earned by eliminating the capital gains tax drag on their exits.
We believe the tax code, when properly understood and applied, offers elegant, ethical, and entirely legal ways to reduce liability.
You don’t need to risk an audit. You don’t need to gamble on deferral schemes.
You just need the right team.
Who We Help
Our services are built for:
✅ Business Owners selling companies/shares valued at $5M+
✅ Shareholders & Investors exiting with $1M+ in gains
✅ Serial Entrepreneurs planning multiple exits and long-term wealth strategies
✅ Families & Family Offices engaged in generational wealth transfers
Whether you’re selling a business, rolling over stock, or preparing for M&A, we ensure that tax does not become your largest expense.
What Makes Our Approach Different
We don’t rely on one strategy.
We engineer a multi-phase, multi-instrument structure tailored to your specific business, asset type, timeline, and legacy goals.
Our process:
Combines lesser-known IRS provisions in a compliant, synergistic framework
Involves legal restructuring and financial recharacterization of your gain
Uses a proprietary sequencing model based on case law and audit precedent
And while it may sound complex, we handle everything behind the scenes — guiding you through a step-by-step roadmap while collaborating with your CPA and legal team.
The Result: Zero to Near-Zero Tax Liability
We routinely help clients reduce capital gains tax by 80–100% — without risk, without secrecy, and without exotic offshore tactics.
This isn’t a loophole. It’s an optimized interpretation of the existing tax code, one that has stood the test of time, audits, and legislation.
✅ Legally backed by U.S. Tax Code
✅ Audit-tested with supporting case law
✅ Fully documented for your peace of mind
✅ Ethical and compliant — no “gray areas,” ever
Our Fee
We don’t believe in charging large retainers or hourly rates for strategies that may or may not deliver.
Our compensation model is simple and aligned. We charge a one-time engagement fee.
Then, we charge 20% of the taxes we help you avoid. Once taxes are filed, we refund your engagement fee.
✅ No savings, no fee
✅ No risk to explore
✅ Incentives aligned 100% with your outcome
Our Guarantee
We guarantee our process works — or we pay.
In the highly unlikely event that you are audited and the strategy fails:
We will refund 100% of our fee
We will pay any IRS penalties you incur
This level of confidence is built on decades of real-world IRS audits and legal precedent. Our process is documented, defendable, and designed to withstand scrutiny.
We stand behind our work, and we’re willing to stake our own time and money on it.
“We must all obey the great law of change. It is the most powerful law of nature.”
– Edmund Burke
Get in Touch
Let’s talk — no obligation, no pressure. Just an honest, private conversation about your situation and whether you are a fit.
You’ve built the value.
We’ll make sure you keep it.