Martin D. Eisenstein, CPA & Attorney at Law · Intelligent Business Management Corp
Secaucus, New Jersey · CPA · Attorney at Law · Certified Exit Planning Advisor

The CPA who is also your attorney.

Tax strategy and legal structure, designed together by one person instead of stitched after the fact. For New Jersey owners selling the company they built, and for families who want one desk watching their whole financial picture.

Book a free first talk Call (201) 987-6900
CPA Attorney at Law CEPA® Secaucus, NJ · 20+ years
Two licenses, one desk The tax return and the purchase agreement are read by the same person, so the sale structure, the tax result and the legal protection come out of one plan instead of two advisors who never reconcile. The tax return CPA · basis, entity, tax exposure The purchase agreement Attorney · terms, price, protection The usual seam where money leaks One desk both licenses, one plan Sale structure Tax result Legal protection
When the CPA and the deal attorney are two people, the seam between them is where money leaks. Here there is no seam.
Selling your business?

You will sell your business once. Keep more of what it is worth.

Exit planning for New Jersey owners with companies worth $3M to $20M. One person plans the tax and the deal together, so less of your money ends up with the IRS, and less with Trenton.

  • Start two or three years out, where the real savings live. Or step in late and salvage what is left.
  • Sale structure and tax result designed as one job, by one person who holds both licenses.
  • Works alongside your broker, banker and deal team when you have them. No ego about it.
Explore exit planning Take the 10-question readiness check
Building and protecting wealth?

A Personal Business Manager for your family's whole picture.

The Family Office at Intelligent Business Management Corp puts your tax plan, your entities, your estate documents and your advisors on one desk. A year-round relationship, not a once-a-year filing.

  • Tax Reduction & Wealth Mapping Membership — your one-page Wealth Map and a preliminary tax plan in hand by Day 30.
  • Family & Asset Protection — trusts that are drafted from confirmed decisions, signed, and actually funded.
  • Business Entrance and Owner-IP Structuring for what you are building next.
See how the Family Office works The membership
Why it works

Why two licenses on one desk matters

When you sell, you usually need a CPA for the taxes and an attorney for the deal. Hire them separately and they rarely match their work, so gaps open between the tax plan and the contract. Martin holds both the CPA license and the law license. Because both sit with one person, the sale structure and the tax result get designed at the same time, and fewer dollars leak out between the two.

The usual way

A relay race between advisors

A CPA for the taxes. A deal attorney for the contract. Sometimes an estate lawyer on top. Each one bills for a slice and guards it. The trouble shows up in the seams, where the tax plan and the legal terms were supposed to agree and never quite did. You pay all of them to get up to speed, and something falls between them anyway.

Here

One person, both sides of the deal

Martin reads the tax return and the purchase agreement at the same desk, so the sale gets structured once, with the tax result and the contract in view together. Fewer surprises at closing and, most of the time, a bigger check when the wire clears. Your other advisors stay in their seats. You just do not need three parties to make the pieces fit.

Timing

The best time to start is early

Here is the part that surprises people. Most of the tax savings on a sale get locked in two or three years before you sign anything, in how the entity is set up and how the books read to a buyer. Call after you have an offer and Martin can only tidy up. Call while a sale is still an idea and he can shape both the price and the tax bill.

Three years out
Every move is open
  • Entity structure chosen for the sale you will actually have
  • Books cleaned up so a buyer sees a company worth paying for
  • Personal goodwill and owner-created IP identified and separated
  • Baseline valuation and a buy-sell agreement that matches it
One year out
Options narrowing
  • Deal structure: asset or stock, cash or installments, earnout or rollover
  • Purchase-price allocation prepared before the buyer proposes theirs
  • Estimated-tax and New Jersey planning for the year of sale
  • Diligence file assembled so nothing surprises the buyer's advisors
At the table
Salvage what is left
  • The purchase agreement read for the clause that costs six figures at close
  • New Jersey bulk-sale notice and escrow handled so closing is not delayed
  • The closing tax math, done before the wire, not after
  • What happens to the money once it lands with you
See what the cost of waiting looks like at each stage
Proof

Two licenses, one certification, one long practice

CPACertified Public Accountant
Attorney at LawLaw Offices of Martin D. Eisenstein
CEPA®Certified Exit Planning Advisor, Exit Planning Institute
Family office rootsManaged multi-family offices for a prominent Hollywood talent agency before building his own practice
Martin is a top notch CPA and attorney. He is definitely 5 stars deluxe due to his high quality of services and competence. Has been giving me and every member of my family and friends unconditional individual attention to serve our needs. He knows how to guide, and explain the process step by step.
Coach Alex, Secaucus, NJ
Fit

Who we work with

Owners heading toward a sale

New Jersey companies worth $3M to $20M

At this size the deal is complex enough that the tax structure really moves the outcome, and having a CPA and an attorney in one person pays for itself. Selling to an outside buyer is one path. Passing the company to family, selling to your managers, or separating from a partner each carry their own tax questions, and Martin plans for the path you are actually on.

Exit planning
Families and professionals who want one desk

Physicians and practice owners, real-estate investors, entrepreneurs with several entities

People whose picture no longer fits on one tax return: a practice and the IP inside it, a portfolio of rentals, a group of operating companies, retirement accounts and property that need to pass cleanly to the next generation. The Family Office puts the tax plan, the entities, the estate documents and the coordination of your advisors in one place.

The Family Office

Martin still handles tax returns, books and business questions for clients he has known for years. Client Services is the door for that work.

A first talk is free, and it is short.

Bring what you have, even if it is a rough number and a rough timeline. Martin will tell you plainly what can be done now and what has to wait. No pressure to sign anything.

Book a free first talk Call (201) 987-6900
8 Sparman Place, Secaucus, New Jersey 07094