Entity Structure Optimizer

Multi-entity owners usually grow their structure the way most of us grow a closet — by accumulation, not design. This tool reads your current entity mix and recommends where costs, salary, real estate, IP, and debt should actually sit. Built for the conversation you bring to your CPA and attorney — not a substitute for either.

Not tax or legal advice. Entity restructuring has real tax, banking, insurance, and legal consequences. The output is a starting point for your CPA and attorney to refine.

Owner and primary goal

Owner / business group name

Primary goal right now

Ownership summary

Entities

List each LLC / S-corp / C-corp in the group. Include dormant entities — sometimes the best move is to wind one down.

What sits where today

Cost categories and where they sit

What big cost buckets do you have and which LLC are they on right now? Shared services are the common mess.

Owner compensation situation

Real estate, equipment, IP held anywhere

Debt situation

Why you're doing this

Pain points you're feeling right now

Upcoming events on the horizon

Additional context (optional)

Define at least two entities and describe a pain point to generate recommendations.