Tax & Valuation Planning in Louisville, KY

Align Taxes With Your Transition

Numbers that support the deal, not stall it

Tax & valuation planning in Louisville, KY connects price, structure, and timing so your exit is realistic. Cochran Gersh Law Office works with your CPA and valuation professional to design a plan lenders and buyers respect.

Choosing A Valuation Approach

Appraisal methods that fit your business

We evaluate capitalization of earnings, market multiples, and asset-based methods-then document assumptions. For owner-operators in St. Matthews and Jeffersontown, we also plan "readiness" adjustments like normalized owner pay and one-time expenses.

Pick A Method

Entity Strategy And Restructuring

LLC, S-corp, or partnerships-used on purpose

We review whether S-election, LLC conversions, or holding-company structures reduce friction for buyouts and gifts. Clean cap tables and operating agreements reduce closing headaches when buyers and banks review diligence.

Review Entity

Tax-Efficient Ownership Transfers

Gifts, sales, and installment plans

Staged gifts, grantor trust sales, or redemptions can move shares while managing taxes and cash flow. We coordinate with your personal estate planning and beneficiary designations so the business and family plan tell the same story.

Coordinate Transfers

Comp, Bonuses, And Retirement Cash Flow

Support the founder without hamstringing growth

Consulting agreements, earn-outs, or deferred comp can bridge income needs. The goal: keep payroll workable for the next team while honoring decades of effort.

Model Cash Flow

Our Process

From assessment to implementation

Collect financials and goals.
Choose valuation method and tax path.
Coordinate with lenders and insurers. 

Cochran Gersh Law Office keeps moving parts organized.

Answers To Tax & Valuation Questions

Five clear answers before you price the deal

  • How do taxes differ for a stock vs. asset sale?

    Asset sales often create ordinary income elements for sellers and a step-up for buyers; stock sales can be simpler but may reduce buyer benefits. We'll coordinate with your CPA to compare outcomes.


  • Do we need a third-party appraisal?

    For disputes, loans, or IRS scrutiny, an outside report adds credibility. Many owners use formulas year-to-year and an appraisal at key events.

  • How do we treat personal expenses run through the business?

    Normalize them well before a sale; buyers discount unclear add-backs. Clean books increase value.

  • Can we reduce taxes by gifting shares now?

    Staged gifts can shift future growth to heirs; documents must align with control and voting goals.


  • What if the valuation feels low?

    Improve readiness-documented processes, diversified customers, and updated contracts-then revisit market multiples or appraisal assumptions.


Ask A Tax Question