CPA Advisory for Business Owners, Investors & Families

Cromwell Wealth Strategies

Clearer information before important decisions are final.

How I Help

Strategic CPA advice for the decisions that affect your business, taxes and wealth.

Some decisions are too important to evaluate from a tax return alone. Cromwell Wealth Strategies brings the tax, financial, business and ownership issues together so you can understand the consequences before you commit.

Tax Strategy & Exit Planning

Plan before a business sale, major capital gain, real estate transaction, ownership change, or other taxable event. Evaluate structure, timing, tax exposure, cash flow and planning alternatives while options are still available.

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Business Advisory & Financial Oversight

Get an experienced CPA involved in the numbers behind the business. Financial statement review, bookkeeping oversight, cash-flow analysis, owner compensation, entity questions and ongoing decision support can help identify problems earlier and improve the quality of major decisions.

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Real Estate, Wealth & Transition Planning

Coordinate the tax and financial side of real estate, appreciated assets, family wealth, succession and transition decisions. Work alongside attorneys, investment professionals and other advisers when the situation requires multiple disciplines.

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A conversation can be most valuable before the decision is made.

You do not need to know exactly which service you need before reaching out. The first conversation is about understanding the situation, identifying what is at stake, and determining whether Cromwell Wealth Strategies is the right fit.

You are considering selling a business, real estate, or another appreciated asset.
A large capital gain or liquidity event is approaching.
Your business financials or bookkeeping are not giving you the information you need to make decisions.
You are evaluating an entity, compensation, ownership, succession, or restructuring decision.
Your CPA, attorney, financial adviser or bookkeeper handles part of the picture, but no one is coordinating the full decision.
You need an experienced second look before committing to a transaction or strategy.

The most expensive decisions are often the ones made after the best options are gone.

Tax planning, business structure, financing, ownership and transaction terms can become much harder to change after a deal closes or a decision is implemented. Cromwell Wealth Strategies is designed for the period before that happens.

The work is practical: understand the facts, identify the tax and financial consequences, compare realistic alternatives, coordinate with the other professionals involved, and make the decision with better information.

Direct CPA involvement

Work directly with Chad Cromwell, CPA. The person learning the situation is the person helping you evaluate it.

Independent advice

No investment products. No commissions. Recommendations are driven by the facts, tradeoffs and goals of the engagement.

Actionable next steps

The objective is not a binder of theory. It is a prioritized understanding of what to do next, what needs additional expertise, and what should happen before the decision becomes difficult to change.

Start with the decision, then build the plan.

Step 1: Conversation

Tell me what is happening, what decision is approaching, and what you are trying to accomplish.

Step 2: Review

If there is a fit, we define the information needed and review the tax, financial, ownership and business issues that matter to the decision.

Step 3: Plan

You receive clear recommendations, priorities and next steps, including when another professional should be involved.

Start with a confidential conversation.

You do not need to have the problem fully defined before reaching out.

REQUEST A CONSULTATION