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 like these depend on circumstances and timing.

More case studies

Section 1202 QSBS Over $12 million in capital gains taxes saved at closing. Read the case study RSU strategy A single-stock position on a managed path from roughly 90 percent of the portfolio toward 20, without handing the difference to the IRS. Read the case study Orchestrating retirement plans Retirement plans working at their full capability, and a deferred compensation strategy under active exploration. Read the case study Taking over the family finances A financial life she understands and runs with confidence, with one team accountable for the whole picture. Read the case study

Meet with us

See your situation here?

This engagement started with a conversation. We’d love to have one with you.

Begin a conversation