For CPAs, attorneys and deal professionals
When an owner sells, hands down or steps back from a company, someone has to answer the household question: will this pay for the life that comes next? We work that out. Tax, legal, valuation and deal conclusions stay with you.
When to bring us in
Your client is weighing a sale, retirement or a family transfer, and the tax answer depends on things they haven’t settled: what they’ll spend, how much rides on the business, and when they want out.
See the CPA resources →The business may be ready for market. The owner may not be: they don’t know what they’ll net, what replaces their paycheck, or what the family expects.
See how we help sellers get ready →A legal, valuation, lending or insurance decision depends on the owner’s bigger financial picture. We fill in that picture without stepping into your role.
Introduce a clientWho does what
We work out what the owner needs from the deal: what the family spends, when the money arrives, and whether one covers the other. Then we organize the open questions and send the ones that belong to you back to you.
Tax, legal, accounting, valuation, deal and lending conclusions stay with the professional responsible for them. We agree on scope, and on what can be shared, before any client information changes hands.
How it works
Tell us the decision, the timing and what’s unresolved. Leave out client names, documents and confidential details.
We’ll say what a planning conversation would cover, and where it depends on your work or another specialist’s.
Share a resource, or make an introduction with the owner’s permission. Any further work has an agreed scope, responsibilities and fees.
Helpful before an introduction
Three numbers an owner should know before signing, with questions for each advisor and a line for your name.
Open the client handout (PDF) →A fictional example shows the questions, planning summary, and professional responsibilities. No client information is included.
Open the sample PDF →Help an owner organize the first conversation before discussing a price or sharing sensitive information.
Open the buyer guide →Introduce a client
Describe what prompted the concern and what’s already in motion. Leave names and confidential details out. With your client’s permission, we’ll keep you in the loop: what we covered, and which questions are coming back to you.
Engagements are governed by the applicable scope, agreements, fees, and disclosures.
For CPAs, attorneys and advisors
How Morrowgate works alongside the professionals already advising an owner, and what each of them can expect.