maximize the value of your business and exit in the most tax efficient manner

There are two systems of taxation in our country. One for the informed, and one for the uninformed.

If you are looking to sell your business or simply pass it along to employees or family our expert team can show you how to maximize the value of your business and exit in the most tax efficient manner. Our team has over 100 years of combined experience and has closed and or assisted in over 7 billion in M&A deals.

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We’ve teamed with the nation’s leading tax attorneys and CPAs to help small, midsize and Fortune 500 companies effectively reduce their tax burden. If you are planning to exit your business in the next 5 years, own highly appreciated assets or have taxable income in excess of $200,000 we can help.


With a rare blend of inspiration and financial knowledge, we empower our clients to discover and claim their future.

Rob  O'Neill


Cash Balance Plan

At Bridge Business Consultants, we helped the owner of an engineering firm set up a cash balance plan for himself and six key employees, including his wife. The engineer is now able to defer an additional $180,000 per year on top of his $54,000 contribution to his own 401(k)/profit share plan. He also contributes additional dollars for his key employees saving him well over $70,000 annually in tax. This plan also helps him retain those same individuals.



Here you’ll discover the advantage of unparalleled financial expertise.

Beyond financial acumen, our professionals are steeped in the market sectors they serve and share the same entrepreneurial ethos as our clients. Our keen understanding of tax and financial trends and challenges permits us to anticipate and respond to opportunities for our clients that might otherwise go untapped.

Using the same time-tested tax strategies that the ultra-wealthy utilize on a day-to-day basis our team has saved business owners tens of millions of dollars.


Our industry expertise and innovative strategies provide companies with the resources and knowledge that will effectively and immediately reduce cost AND risk, resulting in significant bottom line improvement.

Set up your free discovery call and learn how we can help you sell your business for maximum value and potentially save you thousands or even millions in tax.