Virtus Advisory Group

You built something
worth selling.

"Keep more of what you've earned."

Legal, IRS-compliant strategies that dramatically reduce capital gains tax when you sell your business — implemented by specialized attorneys before the deal closes. Serving business owners nationally.

Schedule a Consultation How It Works
30–40%
Average capital gains tax rate business sellers face at closing — federal and state combined
7–8 Figures
Potential savings for qualifying sellers when pre-close strategies are properly structured
$0 Upfront
No fees until your engagement completes — attorney compensation is tied to the savings they generate
The Problem

Most owners find out too late that options existed.

When you sell your business, federal and state capital gains taxes can claim 30 to 40 cents of every dollar you receive. For a $5 million sale, that's potentially $2 million gone before you see a dollar of what you built.

The strategies that can dramatically reduce this liability must be structured and implemented before the transaction closes. Once the deal is signed and funded, the window shuts permanently.

Most sellers never knew the window existed. That conversation is exactly what Virtus Advisory Group is here to have — and to have early, while there is still time to act.

$2M
Potential tax hit on a $5M sale before strategies are applied
100%
Legal and IRS-compliant — every strategy we facilitate meets this standard, full stop
Pre-Close
All strategies must be structured before the deal closes — timing is everything
20 Years
Consulting business owners through their most important financial decisions
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Full IRS Audit Protection — Included

Every strategy we implement is 100% legal and IRS-compliant. But we go further than that: if you are ever audited, our firm will manage and run that audit process on your behalf — ensuring every strategy is defended ethically, effectively, and completely. You are never left to navigate that alone. That is our commitment from day one.

The Process

How It Works

01
Initial Consultation

We review your business structure, deal size, entity type, and timeline to identify which strategies may be available to you. No commitment required. No upfront cost. Just clarity on what's possible.

02
Strategy Assessment

Our network of specialized tax attorneys evaluates your situation and presents the strategies that apply — with a clear picture of what each one means for your net proceeds at closing.

03
Pre-Close Implementation

If you move forward, the attorneys implement the selected strategies before your transaction closes. Every structure is legal, IRS-compliant, fully documented, and audit-defended by our firm.

Our Strategies

Legal tools most sellers never know exist.

Every strategy we facilitate is IRS-compliant and implemented by licensed attorneys who specialize exclusively in business sale transactions. If you are ever audited, we manage and defend the process on your behalf.

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Deferral
Deferred Sales Trust

Allows proceeds to be received over time, deferring capital gains recognition and providing flexibility on reinvestment — without the restrictions of a 1031 exchange.

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Income + Legacy
Charitable Remainder Trust

Converts a taxable asset into an income stream while generating a charitable deduction — powerful for sellers with legacy or philanthropic goals.

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Deferral + Growth
Qualified Opportunity Zones

Defer and potentially reduce capital gains by reinvesting proceeds into designated opportunity zone funds, with meaningful long-term tax advantages.

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Multi-Year
Installment Sale Structures

Structure proceeds across multiple years, spreading the tax liability and reducing the effective rate applied in any single period.

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Elimination
Section 1202 QSBS

For qualifying sellers, Section 1202 exclusions can eliminate federal capital gains tax entirely on eligible gains from qualified small business stock.

⏳
Advanced Deferral
Capital Gains Tax Deferral (CGTD)

Enables sellers of appreciated assets to defer capital gains tax recognition through sophisticated trust structures — providing time, flexibility, and control over when tax obligations are realized.

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Complete Elimination
Total Estate Shield (TES)

Complete elimination of capital gains taxes on qualifying asset sales through sophisticated legal structures that maintain full IRS compliance — one of the most powerful tools available to business sellers.

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Custom
Custom Attorney Structures

For situations where standard strategies don't fully apply, our attorneys design bespoke legal structures tailored to your deal, timeline, and personal goals.

The window closes at signing.
This conversation needs to happen now.

Every strategy we implement must be in place before your transaction closes. Whether you're 6 months or 3 years from a sale, the right time to start this conversation is today — not at the closing table.

Schedule Your Consultation
Mike Douglas — Virtus Advisory Group
About

Mike Douglas

Tax Mitigation Specialist

Founder — Virtus Advisory Group

For 20 years, Mike Douglas has worked as a trusted consultant to business owners navigating the most consequential decisions of their professional lives. That depth of experience gives him something rare in this space: a genuine understanding of what business owners actually face when they approach a sale — the complexity, the stakes, and the blind spots most advisors miss.

The most costly blind spot he encounters, consistently, is tax liability at closing. Most business owners assume the hit is unavoidable. Most find out too late that it wasn't. That's what Virtus Advisory Group exists to change.

Through Virtus, Mike connects business owners with a network of specialized tax attorneys who implement legal, IRS-compliant strategies designed specifically for the business sale event — structures that go well beyond traditional CPA-level planning. For sellers at meaningful deal sizes, the difference is routinely measured in seven figures. And if a client is ever audited, Virtus manages and defends that process on their behalf, from start to finish.

  • 20 years consulting business owners on high-stakes financial and exit decisions
  • Founder, Virtus Advisory Group — serving clients nationally
  • Specialist in pre-close capital gains tax mitigation for business exits
  • Curated network of licensed, specialist tax attorneys across the country
  • Full IRS audit management and defense included for every client engagement
  • Performance-based model — attorney fees tied directly to savings generated
Schedule a Consultation
Get in Touch

Start the conversation before the closing table.

No upfront cost. No commitment. We'll review your situation and tell you honestly whether strategies apply — and what they could mean for your net proceeds at closing.

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Phone801-907-5077
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Emailmike@virtusadvisorygroup.com
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Service AreaServing Business Owners Nationally
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WebVirtusAdvisoryGroup.com

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