Planning for globally-built balance sheets.
Tax planning and investment structuring for founders, executives, and private investors building wealth across borders.
Global Entrepreneurs and Investors.
Your tax return is the smallest part of the work. We focus on how the business, the holding structure, and the personal balance sheet fit together, and how that picture changes as you sell, reinvest, relocate, or pass wealth to the next generation.
- Founder liquidity events, QSBS, installment sales, F reorganizations
- Concentrated equity, secondary sales, and 10b5-1 considerations
- Cross-border residency, treaty positions, and foreign tax credits
- Family-office, trust, and intergenerational planning coordination
The engagement, in three layers.
Pre-transaction planning
Equity-event modeling, QSBS qualification reviews, charitable and trust strategies, and coordination with attorneys ahead of a liquidity event, not after.
Investment structuring
Holding-entity design for active and passive investments, K-1 management across multiple funds, and clear reporting of effective tax across the full portfolio.
Cross-border personal tax
Residency analysis, dual-status returns, foreign-asset reporting, and coordination with foreign advisors so the global picture stays clean and defensible.
Where we typically start.
Tax Services
Year-round federal, state, and international tax strategy for closely-held businesses, founders, and complex household balance sheets.
Learn MoreM&A Consulting
Sell-side and buy-side advisory for lower-middle-market transactions, with rigorous financial diligence that protects value at the table.
Learn MoreFractional CFO Services
A senior CFO embedded in your business part-time, owning forecasting, capital, and the financial conversations the founder shouldn't have to lead alone.
Learn More
Schedule a Private Consultation.
Talk to Prabal directly about your situation. No sales pitch, and what you share stays confidential.
Schedule a Private Consultation