“If your clients are sitting on stuck assets – and most are – this book gives you the tools to unlock them, preserve value, and grow your business in the process.”
–Tracy McCary: President, TRAC Advisor Group Inc.
“Dr. Roger Silk is the authority… every advisor, especially those of us who provide estate planning or exit strategies, owes it to their clients to read this book by my mentor, Dr. Silk. It’s that important—and that actionable.”
–Antonia Buban, CFPFill out the form below to request a copy of Dr. Silk's new book, Capital Gains Exit Ramp.
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“Clients care about after-tax outcome. This book teaches you how to deliver them and collect the assets that result.”
–Anthony Cipolla: Founder, Cipolla Financial Advisors
“Solving the business succession puzzle is impactful and flexible with the planning strategies shown in this book. Successful owners who wait for exit planning will learn that options exist to provide income and asset protection while solving the tax problem they’ve been told can’t be solved.”
–Rexford Cattanach: President, Keats Group LLC
“This is the missing piece in client acquisition: how to help them sell without paying a massive tax bill—and manage the proceeds.”
–Marvin Lyon, CSA
“Trusts aren’t just for estate planning anymore. This book shows how they create tax leverage, asset protection, and client loyalty.”
–Seth Krussman: Partner, Brayshaw Financial Group