I recently made the difficult decision to sell my company to a Private Equity owned enterprise. The vast majority of my wealth and therefore my family's future was directly dependent on the outcome of this transaction. I had diligently planned for this key life event with my local trusted advisor network and estate planner using traditional techniques involving trusts, business valuations, gifting and a host of other customary succession planning strategies. However, as I started to engage the PE firm with their vast team of legal and accounting resources, it quickly became clear that I needed to bolster the resources on my team in order to protect myself and maximize the value of the transaction.
In my search to find an experienced and creative partner I could add to my team, I was very fortunate to be referred to David Taylor by a trusted financial advisor. After a few interactions with David, it was crystal clear that I had found a brilliant and experienced partner to work in concert with my team and elevate our game plan. David quickly demonstrated a very professional and cooperative manner that impressed my team and made working together a pure pleasure. In very short order, David was able to digest the complexity of my transaction and introduce innovative estate planning and structural deal concepts that were previously not contemplated by my team or the entity acquiring my company. With David's keen vision and expert guidance, I was ultimately able to save substantial income taxes on the transaction, put a sophisticated plan in place to avoid estate taxes in the future, and implement a formal asset protection plan to protect my family and financial security now and for generations to follow.
As I spent more time with David and his team of highly skilled attorneys and support staff during my journey in selling the company, I was increasingly impressed with his organization and his ability to easily solve complex problems with brilliant solutions. He is extremely responsive and readily available to provide insightful and creative suggestions to deal with tough issues across a broad spectrum of topics - David is a world-class problem solver! Today, I trust David and his team to handle all of my tax and estate planning needs and he serves as my most trusted resource when it comes to contemplating new business ventures or dealing with complex personal dilemmas. Having worked closely with David over the last few years, he has proven to be a man of impeccable character and sound judgment every step of the way. I now consider David to be a key member of my inner circle. He has tremendous empathy and has grown to be a close friend who I thoroughly enjoy interacting with on a regular basis to discuss business or personal matters . I have a tremendous sense of relief and accomplishment having worked extensively with David and his team to do the hard work and tackle the tough questions to put a comprehensive estate plan in place - it is critical task and responsibility that unfortunately is easy to ignore or procrastinate when addressing the myriad of topics. At the end of the day, working with David and his team has given me complete peace of mind that I have engaged the absolute best talent and resources available to protect and counsel me and my family members today and for many years to come - there is no greater gift or better feeling!
We are incredibly grateful and blessed to have had David Taylor by our side.
Without question, David Taylor stands out as the most exceptional elite tax, estate, and asset protection attorney I have ever had the privilege of working with.
After selling our primary business to private equity almost 20 years ago, on the recommendation of a friend, we reached out to David Taylor to develop and implement a comprehensive estate plan for the benefit our family and to ensure an orderly succession of other varied business interests. David braved the extreme elements, traveling through a significant snowstorm to meet us at our home. That day was the beginning of a true and treasured friendship and a strategic partnership that extends to this day.
Working with David Taylor at Taylor Law has been an absolute pleasure. Their deep expertise, hard work, and unwavering dedication have consistently delivered outstanding results. They approach every challenge with a level of talent and precision that instills confidence, making even the most complex tax matters feel manageable. I highly recommend their team to anyone looking for a skilled and reliable tax attorney.
I have had the pleasure of working with David Taylor for the last few years and am honored to be able to provide him a professional recommendation.
I have enjoyed getting to know David Taylor and his team. They are responsive, competent and good communicators. We have appreciated their professionalism and willingness to go the extra mile. Their expertise in complex cases has exceeded expectations.
Selling my company to a Private Equity firm was a pivotal moment in my life, and I quickly realized I needed an expert to protect my interests and maximize the transaction's value. David Taylor’s innovative approach and expert guidance not only saved me substantial income taxes but also put a sophisticated estate and asset protection plan in place for my family’s future. His strategic vision, responsiveness, and problem-solving skills have made him my most trusted advisor, giving me complete peace of mind for years to come.
I have known David and his associates for about 16 years. The firm has represented me in asset protection and estate planning. I have found them to be creative, precise and thorough. The firm takes an interest in their clients beyond the typical attorney/client relationship. I highly recommend them and their integrity is beyond reproach.