business-exit-strategy

What problem does it solve?

The skill helps family offices structure an exit tax minimization plan for a principal selling an operating business by turning key deal facts into a clear set of candidate strategies and planning inputs.

Core Features & Use Cases

• Exit-focused tax planning deliverable: Generates a dedicated exit tax minimization plan that captures basis, proceeds, timing, and strategy candidates (including QSBS, charitable structures, and installment sales).
• Minimum-viable interview: Collects only the essential advisor inputs to personalize the deliverable and drive consistent outputs.
• Pipeline-ready artifact + structured interview: Produces a markdown artifact along with an interview.json and a manifest.json suitable for downstream rendering and optional external pushes (DMS, tasks, email/calendar, and Snowflake storage).

Quick Start

Use the business-exit-strategy skill to produce an Exit Tax Minimization Plan for a principal’s operating business sale by providing business name, principal basis, expected proceeds, target close quarter, state of residence, candidate structures, and the CPA firm.