Capital Strategy Advisor
Corporate Finance Solutions specializes in transactional and corporate structuring, tax engineering, ownership transitions, and risk solutions for privately held companies — particularly when involving insiders or family.
- — Liquidity creation without loss of control.
- — Multi-generation business transitions.
- — Advanced tax-advantaged structures designed for a lasting legacy.
Since 1988 — hundreds of transactions, billions in assets structured, and hundreds of millions in tax saved.
By the Numbers
Transactions Completed
Since 1988
Taxes Saved
For business owners
Assets Structured
Across industries
Case Studies
Case Studies
$10M Revenue Western Business — Next-Generation Transition
Situation
Owner wanted to transition a $10M revenue / $1.5M EBITDA company to Next-Gen family. Initial structure required $10M pre-tax earnings to generate $6M purchase price after taxes.
Strategy
CoFinSol restructured the transaction to make the purchase largely deductible.
Result
- —Next-Gen paid $9M but net after-tax cost was $5.4M
- —Owner received $9M instead of $6M
- —Next-Gen saved $3.6M in taxes
- —Owner increased net proceeds by $830K
$70M Revenue Mid-America Business — Estate Tax Mitigation
Situation
$50M business transferring to children. Expected estate tax liability: $9.6M.
Strategy
Legitimate valuation restructuring reduced company valuation by 40%.
Result
- —Valuation reduced to $30M
- —Estate tax dramatically reduced
- —Family preserved more than $9M in tax savings
- —Next-Gen gained ownership of a rapidly growing company
$25M+ Tech Company — Insider Minority Shareholder Sale
Situation
Highly profitable tech company with EBITDA exceeding $5M. Minority insider lacked liquidity to purchase ownership.
Strategy
Structured a 10-year buy-in and buy-out using SBA financing and structured payments.
Result
- —Owner guaranteed $40M payout over 10 years
- —Sale price increased by $15M
- —Owner retained control during transition period
$15M Southern Healthcare Company — Family Buyout
Situation
Family member buyout in a $60M valuation healthcare company.
Strategy
Specialized trust structures to defer taxes.
Result
- —90% tax deferral achieved
- —Each party saved over $6M in taxes
- —Tax-free capital accumulation inside trust structures
$3M Northern Law Firm — Tax Deferred Cash Out
Situation
Owner selling to non-family insiders. Valuation: $4M.
Strategy
Tax Deferred Cash Out structure.
Result
- —Owner deferred $1M capital gains tax for 30 years
$60M Financial Services Firm — Risk Premium Strategy
Situation
Owner identified significant uninsured operational risks.
Strategy
Structured deductible risk premiums transferred into a separate entity.
Result
- —$19.3M accumulated tax-deferred
- —$7.8M in tax savings
- —Company value increased significantly
$11M Mechanical Services Company — Third Generation Transition
Situation
Next-Gen lacked liquidity to buy out the owner.
Strategy
Structured consulting agreements and deductible purchase payments.
Result
- —$7M purchase cost only $4M after tax
- —Next-Gen saved $3M in taxes
- —Company doubled revenue post-transition
Midsouth Manufacturing — $5M Acquisition Structure
Situation
Traditional structure required $9.22M after tax to acquire the company.
Strategy
CoFinSol developed a pre-tax acquisition structure.
Result
- —After-tax cost reduced to $2.71M
- —Net savings: $6.56M
- —No liens on buyer assets
Each engagement is unique. These outcomes reflect real structures designed around specific client situations.
See How This Could Apply To Your BusinessWelcome
A Message From Dr. Mitch Levin
Dr. Mitch Levin — Founder, Corporate Finance Solutions
What We Do
Areas of Practice
Liquidity Without Control Loss
Transaction structuring that allows owners to extract capital while maintaining operational control.
Acquisition Structuring
Business acquisition design including SBA structuring, seller financing, and long-term payment structures.
Ownership Transitions
Next-generation transfers, management buyouts, estate tax mitigation, and deferred tax structures.
Additional Expertise
Real Results
Post-Engagement Results
Summary from one completed client engagement (January 2025). Figures represent actual, verified outcomes.
Total Tax Savings
Accumulated across transaction structuring, estate planning, risk premium strategies, and tax engineering — all completely legitimate and court-tested.
New Wealth Created
Capital accumulation through strategic investment vehicles, liquidity instruments, and tax-advantaged structures — most of it guaranteed.
Total Engagement Value
Combined value of tax savings and new wealth created that would not have existed without the engagement. Verified from one completed client engagement (January 2025).
What Owners and Advisors Are Saying
"Corporate Finance Solutions got me $1.4m more after tax in the next generation transfer; my attorney and accountant were astounded."
John M.
Large Mechanical Services Company, Miami
"I successfully transitioned my $10m net worth company tax free, receiving more cash, and with no burden to my children."
Joe D.
Large Mechanical Service Company, Sarasota
"Corporate Finance Solutions saved me millions in tax, and increased the value to my children by 41%. Thank goodness I could avoid an ESOP with all its risks and pitfalls and expenses. Now we are on to achieving $100m in the next 3 years."
Peter W.
Large Contracting Company, Northwest
"CoFinSol increased my proceeds as a result of its planning and strategies by over $3m."
Warren S.
Mid-Size Distributor, South
"We resisted the next-gen transition until Corporate Finance Solutions showed us how to increase the cash transfer by more than $2m and lowering the tax bill by at least $3 million at the same time, preserving my key employees, and allowing me to participate in the future growth of the company."
Jordan P.
International Laser Company
"You helped us transition to the next generation in ways we never dreamed possible. The owner received $1m more than full value, and the buyers are ecstatic to have increased our value by more than $4.6m…Thank you Corporate Finance Solutions!"
Scott U.
Health Care Multi-Location, West Coast
"Saved over $1.6M in taxes in transitioning to the next generation."
J.B.
Midwest Health Care Company
Resource Library
Insights, Strategies & Resources
Free reports, videos, and premium materials from Dr. Mitch Levin — covering liquidity, tax strategy, investing, and ownership transitions for serious business owners.
Free White Papers & Reports
How to Attract and Retain Top Talent
Request a CopyBomb Proof Investment Portfolio, Part 1: 10 Myths That Cause Investors to Fail
Request a CopyBomb Proof Investment Portfolio, Part 2: The 16 Truths About Investing
Request a CopyBomb Proof Investment Portfolio, Part 3: The 7 Factor Focus
Request a Copy15 Mistakes Business Owners Make
Download PDFHow to Build a Business Worth Owning — and Selling
Download PDFVideo Library
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The Five Myths of Investing
The First Myth of Investing: Stock Picking
Make Your Financial House a Financial Fortress
Build Your Financial Fortress
Turbo Charge Your Finances
The Three Phases of Money
Math Is Not Money: How to Invest Your Money
Opportunity Costs in the Financial Industry
Risk and Tax Management
Registered Investment Advisor: Truth in Costs & Fees
Structured Institutional Funds and the CRSP Model
Realize Your Retirement by Making Great Financial Decisions
The Power of Compound Interest
Investor Behavior, Part 1
Investor Behavior, Part 2
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About Dr. Mitch Levin
MD, CWPP, CAPP — Financial Physician™
Dr. Mitch Levin — known as the "Financial Physician™" — is a four-time national best-selling author, international speaker, and trusted business advisor to entrepreneurs, executives, and high-income professionals. He founded Corporate Finance Solutions in 1988 to advise privately held companies on complex transaction structuring and ownership transitions.
His career began in the health-care field in 1986, financing, opening, owning, and operating a large series of eye surgery practices and surgery centers in Central Florida. Over the following 15 years his holdings included "Horizon" (42 independent and free-standing MRIs across seven states) and "St. Vincent's Rehab Clinics" in Illinois and Florida — sold twice, first to a publicly-traded company and then to a private enterprise — along with several commercial office buildings, the largest at some 90,000 square feet.
In 2010 he built what is now Summit Wealth Partners (offices in Jacksonville, Michigan, Naples, and Orlando) together with Summit Asset Protection Group and Investors Advocates, which he sold in 2017. He has been board chair of an Opera company and a large Foundation, and president of a Home Owners Association consecutively from 2003–2020. He was a visiting professor at the University of Central Florida and is the publisher of three private newsletters to over 5,000 subscribers for more than 13 years.
His work focuses on helping owners:
- —Extract liquidity without giving up control
- —Transition businesses across generations
- —Reduce estate and transaction taxes
- —Structure insider ownership transitions
Corporate Finance Solutions accepts only 3–4 engagements per year from companies typically employing 60–600 employees.
Ready to Unlock Serious Capital?
If your business is strong and you want to turn equity into opportunity, CofinSol can help.