Plan your business exit
Understand eligible gain exclusions and tax deferral.
Free business owner guide / September 2026
Keep more of
what you build.
Five tax strategies worth exploring before your next big business decision.
Selling your business. Funding retirement. Investing in growth. Discover where planning can make a difference, what must be true to qualify, and which questions to ask first.
5 Tax Strategies
for Business Owners
for Business Owners
16 pages of practical guidance
Clear examples and visuals
Links to primary tax authorities
A fillable worksheet for your next conversation
Your next step starts here
Get your free guide.
Review your research work
Explore credits and the evidence behind a sound claim.
Evaluate oil and gas carefully
Look at deductions alongside investment and liability risk.
Build owner retirement wealth
Consider whether a cash balance plan fits your business.
Time strategic purchases
Compare depreciation options before spending.
A clear path forward
What happens next?
- Choose your priority. Read the guide and use the fillable worksheet on page 14 to note your most important decision and timeline.
- Talk with Mike. Choose a consultation time to discuss your goals, fit and next steps. Your initial conversation is with Mike Dyal.
- Agree on the plan. Before work begins, we clarify scope, fees, responsibilities and the appropriate secure document channel. Then we coordinate the agreed work with your tax and legal professionals.
Downloading the guide does not engage professional services. Please do not send tax returns, account numbers or Social Security numbers through this website or ordinary email.
Your information and your choices
We use your name, business name and email to record your guide request in Zoho CRM and follow up about business tax planning. If you check the optional newsletter box, we also record that permission, its wording and the submission time with your request. Subscription processing respects existing opt-outs and suppression; an unchecked box does not change an existing subscription. Optional Zoho visitor and form analytics load only if you accept analytics. The guide request works with Essential only. Change your choice using Cookie preferences in the footer; see our privacy notice. Do not include account numbers, Social Security numbers or tax documents in this form. Contact Mike to ask about your information or to request no further follow-up.
This guide provides general U.S. federal tax education, not an individualized recommendation or a promise of savings. Eligibility, state treatment and deadlines vary. Photographs are illustrative.
Ready to organize your business records?
Download the fillable business onboarding packet, then ask Mike for secure return instructions.