Free STR Readiness ↗02 · A live, dated decision
STR Decision Memo
Decide before the decision becomes permanent.
A written, supportable recommendation on one consequential event—before the wire transfers, deed records, or the window closes.
$4,500 standard$8,500 extended5–10 business days
The moment that matters
Tax returns document what already happened. This work is for what has not happened yet.
01Acquisition02Sale or exit03Refinance04Cost segregation05Entity change06Management change
Inside the Memo
One live question, fully framed and ready to implement.
- 01Facts and alternatives established
- 02Modeled tax consequences
- 03A written recommendation
- 04The quantified value of the alternative not taken
- 05Stated assumptions and documentation checklist
- 06Implementation Schedule with deadlines and owner
Advice heard on a call disappears. A written conclusion remains accountable.
The Memo gives your attorney, lender, incumbent CPA, and future team something concrete to act on. Every conclusion shows what it depends on and who moves next.
A decision in front of you?