Case study · Founders & Business Owners

The offset was built before the gain ever arrived.

Tax-loss harvesting for a liquidity event

The situation

A company buyout was on the horizon, and with it more than $10 million in capital gain exposure that would land in a single tax year.

What we did together

Rather than wait for the gain to arrive, we put a long-short investment implementation to work in advance, systematically harvesting losses so the offset was already built when the buyout closed.

Where it landed

Over $10 million in capital gain exposure offset, in place before the transaction rather than after it.

Drawn from a real engagement, with details generalized to protect the client’s privacy. Every situation is different; outcomes depend on circumstances and timing.

Planning tool

Our tax-loss harvesting calculator models what long-only and long/short harvesting could offset over the ten years around a sale, at your federal and state rates. Its results are hypothetical and are not the results of this or any client.

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