Mastermind Virtual Family Office

Pre-exit planning

Founder Pre-Exit Tax Readiness Diagnostic

A high-level screening tool for founders and business owners preparing for a sale, recapitalization, secondary transaction, or major liquidity event.

Private screening

See where planning runway, documentation, and advisor coordination may need attention.

This diagnostic is for general educational and issue-spotting purposes only. It is not tax, legal, accounting, investment, insurance, or fiduciary advice. Results are based on self-reported information and do not create an attorney-client, CPA-client, advisory, or fiduciary relationship with MMVFO or any affiliated professional.

Please do not submit Social Security numbers, EINs, account numbers, tax returns, IRS notices, cap tables, legal pleadings, financial statements, or confidential transaction documents through this public form.

Step 1 of 5
Step 1 Transaction profile

How far out is the anticipated exit, recapitalization, or major liquidity event?

Which transaction path seems most likely right now?

Has the company had a formal valuation or 409A update in the last 12 months?

Step 2 Entity and QSBS readiness

Was the operating company originally formed and continuously operated as a domestic C corporation?

Has potential QSBS eligibility been formally reviewed and documented?

Have equity compensation, rollover equity, deferred compensation, or change-of-control payments been reviewed?

Step 3 Documentation and exposure

If the company has claimed or may claim R&D credits, can project-level support be produced within 30 days?

Do the founder, company, or related entities have foreign accounts, foreign entities, foreign owners, PFIC exposure, or foreign trusts/gifts?

Is there any open IRS, state, R&D examination, penalty, or tax notice matter?

Step 4 Wealth, advisors, and compliance

Does the estate or wealth-transfer plan reflect the anticipated liquidity event?

Has multistate, residency, remote employee, and SALT exposure been reviewed in the last 12 months?

Are the CPA, attorney, investment advisor, insurance/risk advisor, and transaction team working from a shared tax-led plan?

Step 5 Contact and consent

This diagnostic is designed for initial screening only. Sensitive documents should be shared only through an approved secure process after engagement review.

How results are used

The diagnostic routes the issue. It does not deliver personal tax advice.

  • Green and Yellow results usually indicate follow-up planning and documentation review rather than immediate triage.
  • Orange and Red results may indicate timing, documentation, controversy, international, entity, or advisor-coordination issues that deserve priority review.
  • Secure document upload is not part of this public tool. If documents are needed, MMVFO provides a secure process after intake and written scope.
  • Legal, investment advisory, financial planning, securities-related, insurance, and other regulated implementation work is handled only by properly licensed or registered professionals under appropriate written terms.

Advisor continuity

We work with your advisors, not around them.

  • If your existing CPA, estate attorney, wealth manager, insurance professional, or financial planner is doing their job well, that relationship has value: institutional knowledge, history, and trust.
  • MMVFO’s role is coordination and gap coverage. We identify where specialty tax depth is missing, where advisors are not aligned, and where decisions are being made without a unified tax picture.
  • For clients without a complete advisor group, MMVFO can help identify missing professional roles and coordinate access to vetted professionals under structured, written engagements where appropriate.

Reviewed by Joshua V. Azran, CPA/ABV/CFF, CMA, CGMA, CFE and Lorenzo Abbatiello, CPA | Last updated