FOR PRIVATELY HELD BUSINESS OWNERS WHO PLAN TO SELL FOR $2-$40M WITHOUT LOSING 40% TO THE IRS

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The $10,000 Write-Off That Quietly Steals $50,000 From Your Exit Valuation

YES — RESERVE MY FREE SEAT

What You’ll Discover in 60 Minutes

  • The "Add-Back” Illusion: Which deductions buyers will actually add back to your profit, and the 2 "harmless" line items that quietly kill deals in due diligence.
  • The Due Diligence Microscope: How buyers and appraisers actually evaluate your P&L line-by-line, and how to clean it up before they look.
  • Tax-Free Exit Shelters: How strategies like Section 1202 (QSBS) can shelter up to $15 Million from federal capital gains taxes.
  • Legacy & Estate Protection: How to use trusts, installment sales, and entity structures to transfer your exit wealth to heirs tax-free.
  • The 36-Month Ticking Clock: Exactly when these strategies must be implemented (12–36 months out) before the IRS permanently locks your options shut on closing day.

Are you falling into the same tax trap every year?

Every April, you file, and you write a check that makes your stomach drop.

Every April, you ask your CPA if there's more you could be doing.

Every April, they say the same thing: "More strategies mean lower profit, and you're planning to sell someday, so that hurts your valuation."

So you nod, you pay, and nothing changes - until now.

Your CPA is right, but only half right

Lowering your profit the usual way does gut your valuation, BUT it is not the only way.

On September 30, a top 1% tax strategist and a broker who closes 75% of her listings show you the difference.

YES — RESERVE MY FREE SEAT

Secure your access in 20 seconds, 100% free for business owners.

The Hidden Trap in Your P&L

A great tax advisor fights to lower your tax bill today. A brilliant M&A broker fights to maximize your valuation tomorrow. Both are doing exactly what you pay them to do.

But because they operate in completely separate silos, their strategies actually cannibalize each other.
Here is how the trap is triggered:
Your tax advisor finds a perfectly legal $10,000 write-off.
The Short-Term Win
+$3,500
You saved this April.
The Hidden Cost
-$50,000
Wiped off your final closing check. (Based on a standard 5x profit multiple. And that penalty hits you every single year you take the deduction.)
As a founder, you are usually stuck picking a lane:
Lane 1

Aggressive write-offs

  • Lower tax bill today
  • Gutted valuation tomorrow
Lane 2

Maximum profit on paper

  • Protected valuation
  • IRS eats your cash flow today
The Third Lane

A minimized tax bill AND a maximum, bulletproof valuation.

  • Lower tax bill
  • Protected valuation
Most owners never reach the Third Lane because it requires a rare powerhouse dynamic: a top-tier Tax Architect and an elite M&A Dealmaker engineering the exact same plan, at the exact same time.

Unlocking that Third Lane is exactly what we are going to show you how to do live on September 30th.

Most owners never hear about the third one, because it takes a tax strategist and a dealmaker building the same plan.

On September 30, we're putting both in the same room.

SHOW ME THE THIRD LANE — RESERVE MY SEAT
Wednesday, September 30 · 11:00 AM AZ · No cost
SESSION PRESENTERS & CO-HOSTS

Two Heavyweights. One Room.

Shauna A. Wekherlien, CPA, MTax - The Tax Goddess
The Tax Goddess®

Shauna A. Wekherlien, CPA, MTax, CTC, CTP, CTS

"The Tax Goddess®"
  • • Top 1% tax strategist nationally with a Master's in Taxation (ASU) and elite Certified Tax Coach credentials.
  • • Over $2.41 Billion in verified client tax savings over 24+ years.
  • • Strategic Tax Coaching clients achieve an average annual effective tax rate of 6.92% legally.
  • • Former KPMG high-net-worth tax specialist; featured on Forbes, Entrepreneur, CBS, NBC, and ABC.
Most CPAs file your return. Shauna engineers it.
Diane Thomas - President, Premier Sales, Inc.
President, Premier Sales

Diane Thomas

President, Premier Sales, Inc.
  • • Leads a 30-year Arizona business brokerage with a 75% transactional closing rate (vs. 30% industry average).
  • • Personally directs due diligence, acquisition analysis, market valuation, and deal structuring for mid-market private firms.
  • • Founder of Legacy Advisors Arizona and Legacy C-Suite, specializing in business continuity and exit value maximization.
Planning is the whole game — she's here to protect
your payout.

Is This Training For You?

YES, IF:

You own a privately held business generating 7 to 8 figures and plan to sell, transition, or pass it to family in the next 1 to 10 years, or if you currently, aggressively optimize your business for tax purposes.

NO, IF:

You are looking for illegal tax schemes or are signing a purchase agreement next week (these strategies require runway).

One Hour Now Shields You From a Seven-Figure Regret at Closing

Almost every tax-saving exit strategy has a strict expiration date. They work 12 to 36 months before a sale and permanently weld shut the second you sign a purchase agreement.

Discover your options now for free, or discover what you lost at the closing table when it’s too late to change.

YES! SECURE MY SEAT FOR SEPTEMBER 30

FAQ: “I’m not selling for 5–10 years. Why do I need this now?”

That makes this the most valuable hour you’ll spend this year. Buyers audit your last 3 years of financials. The earlier you structure, the more millions you keep.