FOUNDERS & CEOS
Ready to take your business to the next level?
At Carmel Estate, we create customized legal structures for your business to liberate cash flow and accelerate the scaling process.
See if you qualify and schedule a FREE consultation today.
THE MOST MONEY YOU WILL EVER MAKE
from your business is not from your salary
or the products or services you sell, but it
IS WHEN YOU SELL YOUR BUSINESS.
Our services help you reach sale faster with no upfront cost to you.
Start Your Journey
Introductory Call
We have built our business model around working with driven individuals who like win-win situations. On this call we get to know each other, learn about the opportunities in your business, and set initial expectations.
Discovery & Strategy
In order to most accurately learn how we can help your business succeed, we have you fill out questionnaires and request financial reports to review and strategize. Our planning is no upfront cost to you. Our fee is invested in your success.
Structure & Implementation
Once approved, we create your legal structures which immediately free up your cash flow, creating opportunities to reinvest more in your business annually.
Optimize & Scale
Because we create a structure for us to make money only when you make money, we introduce you to a team of experts who can audit your business even further and provide insights on the best ways to scale and prepare your business for sale.
Our Founder
James W. Smyth, Esq.
An experienced tax professional and business owner
Jim Smyth is a 1979 graduate of the University of Notre Dame's Law School and Graduate School of Business. He served as the associate editor of the Notre Dame Law Review. Following his academic career, Jim spent 14 years honing his skills, initially focusing on taxes for Coopers & Lybrand, P.C. and then as an independent corporate acquisition specialist and business consultant. During this time, his concentration was on:
- Individual and business taxation
- Corporate formation
- Development and government compliance
- Business entity/asset sales and acquisitions
- Contracts
- Employment issues
Throughout his career Jim has advised many high-net-worth individuals from all industries and worked closely with a nationwide list of legal and financial experts on tax minimization strategies. He is a master of problem-solving for those who feel they are leaving money on the table year after year.
See the Benefits Immediately
Enhanced Cash Flow
Our expert attorneys will devise strategic legal structures that minimize your tax liabilities and maximize your available cash flow. By keeping more money in your pocket, you'll have the financial means to reinvest in your business, fueling growth and expansion.
Accelerated Scaling
With the burden of cash flow constraints lifted, you can supercharge your business's growth trajectory. Our innovative solutions will enable you to scale at an exponential rate, gaining a competitive edge in your industry and leaving your competitors in the dust.
Amplified Value
By optimizing your financial resources, our legal structures empower you to increase the value of your business by a substantial multiplier in a shorter amount of time. This of course allows you to reach your exit strategy sooner and your financial goals in an unprecedentedly short amount of time.
Expert Guidance
Our experienced team of legal professionals specializes in navigating the complexities of tax laws and regulations. PLUS, we connect you with scaling professionals and industry experts who help you avoid common mistakes and advise on best practices. We'll be your trusted partners, providing personalized counsel and support at every step of the way, ensuring your peace of mind as you embark on this transformative journey.
Don't Just Take Our Word for It
"As a 20 year direct protégé of Jack Welch’s at GE, active philanthropist and the board member of many publicly traded entities, I have worked with numerous attorneys. This is the first testimonial I have ever given for professional work. It is well-earned. Over the years, Jim has saved me several million dollars in taxes. He is easy to work with and responsive. His unique capabilities and insight make a huge difference. He deserves your confidence. I give him my highest recommendation."
- Walter Robb, Ph.D. - Chairman & Interim CEO, Cyclics Corporation, Board Member of 11 organizations across 15 industries, New York
"Jim is honest, thoughtful, bright, and informed. I cannot recommend Jim highly enough. Over nearly 20 years, Jim has loyally and faithfully provided powerful planning options to our family and business. We have more substantially more money and family protection because of Jim."
- Gary Adamson - CEO, Dicor Corporation Elkhart, IN
"Jim is one of the most creative and powerful tax planners I know. At the same time, he never loses sight of family well-being and long-term holistic planning. We have many attorney advisors and tools available to us. Jim generously shares his time to help us match creative solutions with the right technical local attorneys. I consider Jim a key go-to person for high-level, technically-sound solutions."
- Johnne Syversen - CEO, Syversen Strege & Company, West Des Moines, Iowa
Office: 11550 N Meridian St, Ste 125, Carmel, IN 46032
Call 317-843-5566
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