What owners and families ask before they call

Sooner than you think. Most of the tax savings on a sale get set two or three years ahead, in how your entity is structured and how your books read to a buyer. Call while selling is still just an idea and Martin can shape both the price and the tax. Call after you have an offer and there is less room to work, though he can still help.

You might not need to replace them. But on a sale, the CPA and the lawyer usually work their own piece and never reconcile the two, and that is where money leaks. Martin holds both licenses, so he can catch the spots where the contract and the tax plan disagree. He will work with your current team if you want him to.

No. Selling to an outside buyer is one path. Passing the company to family, selling to your managers, or an inside buyout each carry their own tax questions. Martin plans for the path you are actually on.

The sweet spot is owners with companies worth roughly $3M to $20M in New Jersey. At that size the deal is complex enough that the tax structure really moves the outcome, and having a CPA and attorney in one person pays for itself. Smaller or larger, call and Martin will tell you honestly if he is the right fit.

Good, keep them. A broker finds the buyer and pushes the deal to the line. But the broker does not sit inside your tax return, and the broker is not a lawyer reading the purchase agreement for the trap that costs you six figures at close. That part is Martin's. You work the same deal from different seats.

That is exactly why to start now. The tax you save at close is set by moves you make two and three years before, not the week you sign. Wait until a buyer shows up and most of the good options are gone. Start early and the same sale nets you more.

They can, and you pay both of them to get up to speed, and something falls between them anyway. That is the usual story. Here it is one person holding both licenses, so the tax view and the legal view are already in the same head. Fewer meetings. Nothing dropped.

A model borrowed from the entertainment industry, where a business manager runs the financial side of a client's life so the client can run the rest. Here it means one desk that holds your tax plan, your entity structure, your protection documents and the coordination of your other advisors, year-round, rather than a preparer you see once in April.

No. Martin works with your financial advisor, or introduces one, and stays on the tax and legal side of the table. He does not sell insurance or investment products. Fees are the only way he is paid.

Four things: your one-page Wealth Map, a preliminary tax reduction plan you can still act on this year, a review of up to three prior returns for money you may have missed, and an agreed plan of what to implement before year-end. Two live meetings anchor the month, a Kickoff Call and a Results Review; the rest is our work.

Yes, for members and for clients Martin has known for years. Returns are prepared with a document index and workpapers, reviewed by an Enrolled Agent, and filed only after you have signed. See Client Services.

Because a trust that is never funded, meaning your home, accounts and other assets are never actually retitled into it, does not do what it was built to do. It is the single most common way an estate plan fails when a family needs it. So we record the deed, deliver the certification of trust, submit the beneficiary changes, and follow up at 30 and 90 days until it is done.

Nothing. The first talk is free and short. Bring a rough sense of your number and your timeline, and Martin will lay out what can be done now and what has to wait.

Every engagement is a fixed fee, agreed in writing before the work starts and quoted after the first talk. Exit engagements run in stages: a fixed-fee assessment, a flat monthly fee through the runway to closing, and a defined success component agreed up front. The membership has an onboarding fee and a monthly fee. Hourly billing trains a client to dread the call, so it is not used here.

Probably. Your current accountant files returns and keeps the books. Fair work. This is different work. One structuring decision on a $6M sale can swing your after-tax check by hundreds of thousands. The fee is small next to that number, and it is the number you will remember.

No. Most meetings are by video, documents move through the secure portal, and signings can be arranged where you are. The office is at 8 Sparman Place in Secaucus for clients who prefer to meet in person.