Strategy library
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Long-form playbooks on the strategies we run for clients every day. Drop your email, read in full, and unsubscribe whenever — no games.
Strategy · 18 pages
The QSBS Playbook
A practical guide to qualifying, holding, and stacking Qualified Small Business Stock — written for operators, not academics.
22 min 6 chapters
Business · 14 pages
S-Corp Conversion: A Field Guide
The straightforward economics of S-Corp election, with the specific compensation studies and payroll workflows you'll actually need.
16 min 5 chapters
IRS · 12 pages
Responding to an IRS Notice
Calm, structured response template — including the deadline calendar and document inventory we use internally on every IRS engagement.
14 min 4 chapters