Tailored and discrete financial advisory. By invitation only.
Tax Mitigation
Our firm has assisted in over 1BN USD in tax savings over the past decade. We do this through a combination of domestic and international tools.
M&A
We’ve helped analyze several deals, totaling 20BN USD, on both the buyer side and seller side. We often work the post-sale tax portion of M&A transactions.
Financial Strategy
In preparation for an asset sale, we help structure your financial operations to expedite the sale or increase the value of the asset pre-sale, and reduce your tax burden post-sale.
Josh is a seasoned professional with two decades of experience in financial planning, tax planning, and investment strategy.
Josh grew up on a dairy farm in rural Tennessee and played baseball at the University of the South. He couldn’t throw a 100 MPH fastball, but he did have stamina, movement, and a deep pitch arsenal.
He values family, faith, freedom, and fidelity above all.
