Most owners are 1–12 months from readiness when they first reach out. That's exactly the right time. Doug Lewiskin works quietly alongside you — no pressure, no public listings, no rush — until the timing is right and the outcome is what you deserve.
The tax bill at exit is often the biggest surprise — and the most avoidable one. Our strategic partners deploy IRS-compliant strategies that go far beyond a standard 1031 exchange.
Advanced structures that can significantly reduce — and in some cases eliminate — capital gains exposure at the time of sale.
Certain strategies can unlock refunds on taxes already paid — a conversation worth having before or after closing.
Sophisticated protection structures for business owners, real estate investors, and high-net-worth individuals who need to shield what they've built.
All strategies are IRS-compliant and coordinated with your existing CPA and legal team. This is not a replacement for your advisors — it's an enhancement that most generalist advisors simply don't offer.
Your transition touches more than just the business sale. Through TAC's eight divisions, you have access to everything that surrounds it.
If your transition involves the real property, our CRE team handles it — separately from the business transaction, with clear lane separation.
Up to $75 million. No tax returns required. Built for investors and buyers who need flexibility that traditional banks won't offer.
Whether you're relocating post-sale or simply helping a key employee find housing, our residential team is ready.
Jumbo and non-QM products up to $30 million for high-net-worth individuals and real estate investors.
Personal and commercial insurance solutions coordinated alongside your transition — so your protection picture is complete.
Once you've sold, we can help you deploy capital into curated acquisition and investment opportunities.
Confidential. No pressure. Just clarity on where you stand and what's possible.