Protect what you've built before the transaction closes.
The costliest tax mistakes are made before liquidity — once a sale closes, the options are gone. Trinity plans business sales, real estate dispositions, and equity events well in advance, so the wealth you created remains substantially yours.
The Costliest Mistakes Precede the Transaction
Once a transaction closes, options vanish. Whether you are selling a business, exiting real estate, or unwinding equity — vested RSUs, exercised options, an IPO or tender offer — the outcome is decided by what happens before value becomes taxable proceeds.
The Sale of a Business
We weigh deal structure, entity positioning, basis, timing, and deferral — working directly alongside your attorneys and deal team so that tax strategy is written into the transaction itself, never appended after signatures.
Real Estate Dispositions
From 1031 exchanges and installment arrangements to depreciation recapture planning, we structure real estate exits that preserve equity and control the timing of every taxable dollar.
Equity Events
Option exercises, RSU vesting, IPOs, and tender offers each carry their own tax consequence — and their own window in which to act. We plan the sequence deliberately, managing AMT exposure and concentration risk before the market sets the terms.
You Only Exit Once
The cost of waiting is irreversible. Liquidity planning must begin before negotiations conclude — because what you keep is determined long before you sign.
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You Only Exit Once — Plan Accordingly
The cost of waiting is irreversible. Liquidity planning belongs before the negotiation ends, not after.
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Exits, Well Executed
How planning in advance changed the after-tax outcome of real transactions.
