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Free live webinar · Thursday, November 12
Buyers pay more for clean books. The IRS takes less when you plan ahead. Join Jordan Peck, Arvo's Tax Solutions Manager, Emily Osborne, Arvo's VP of Sales, and Chris Gates of TriNet for the three things to get right now, even if a sale is years away.
Why start now
Most owners think about taxes after they get an offer. By then the big choices are locked in.
is the clock on the biggest exit tax break
of clean books is what a buyer wants to see
of a typical sale goes to the IRS without a plan
What a buyer looks at
Can they trust the numbers? Do the books match the tax returns?
Did you claim what you earned? Are there surprises waiting?
Is the company set up so the sale is taxed the least?
Get these right and you sell faster, for more, and keep more.
On the agenda
One hour, built for owners, not accountants. Plain answers you can act on this year.
Who it's for
You don't need a buyer or a date. If any of these sound like you, this hour is worth it.
Working with Arvo
Upload two years of financials and returns through a private link. Arvo experts review them.
In 48 to 72 hours you get custom pricing and the first fixes we'd make. Free, with no surprises.
A primary contact, plus CPAs, bookkeepers, and tax strategists. Books close on time, every month.
Why Arvo
Real people, not a dashboard. You get one primary contact and a team of 50+ US-based experts behind them, many from Big Four firms. TriNet has partnered with Arvo to bring that practice to businesses like yours.
credits identified & claimed
disallowed by the IRS
tax credit clients
bookkeeping & tax clients
founded
Your presenters
Leads Arvo's tax practice. He stands behind every credit, calculation, and study, and he'll walk through the books, credits, and planning sections.
Works with owners every day on fit, process, and getting to a real number. She'll cover why exit planning starts early and what working with Arvo looks like.
Leads TriNet's partner program. He connects TriNet customers with vetted partners like Arvo, and he'll open and close the session.
Before you register
Still on the fence? Register anyway. It's free, and you'll get the recording.
Business owners and founders, especially TriNet customers, who might sell their company someday. You don't need a buyer, a date, or a finance background.
Yes. That's the point. The biggest exit tax break runs on a five-year clock, and buyers want two to three years of clean books. The choices that matter most happen long before a sale.
The webinar is free. So is the first review of your books, credits, and structure if you want one afterward.
No. Arvo can work end-to-end or alongside your existing CPA.
Yes. Everyone who registers gets the recording after the session.
Save your seat
One hour. A clear picture of what to fix now so you sell for more and keep more, whenever the time comes.
Takes about 20 seconds.