The Executive CFO

The Business Entity Health Check

Stop guessing about your entity structure. Our Business Entity Health Check evaluates how your current setup affects taxes, liability exposure, and strategic flexibility—using proven entity and tax principles explained in plain English.

Is Your Business Entity Costing You More Than You Think?

Most business owners choose an entity once—and never revisit it.
That decision can quietly increase taxes, expose personal assets, and limit long-term growth.

The Business Entity Health Check helps identify whether your current structure is optimized for tax efficiency, liability protection, and future planning.

The Hidden Risk of the Wrong Entity

An outdated or poorly chosen entity structure can lead to:

• Paying unnecessary self-employment taxes
• Missing valuable pass-through deductions
• Double taxation on asset sales
• Increased audit and compliance risk
• Limited flexibility as the business grows

Most of these issues don’t show up clearly on your tax return—but they compound over time.

What Is the Business Entity Health Check?

A strategic review of your current business structure to determine whether it still aligns with:

• Your income level
• Ownership structure
• Growth goals
• Risk exposure
• Exit or succession plans

This is not a generic checklist—it’s a focused evaluation grounded in real tax and entity rules.

The 12-Point Business Entity Health Check

We review key areas including:

• Personal liability protection
• Single-member vs multi-member structuring
• Pass-through taxation efficiency
• Self-employment tax exposure
• Qualified Business Income (QBI) eligibility
• Loss deductibility limitations
• Asset ownership and appreciation risk
• Owner compensation strategy
• Fringe benefit tax treatment
• Profit retention needs
• Exit and sale tax consequences
• State-specific entity considerations

Each point is designed to uncover hidden inefficiencies or risks.

Why Entity Choice Matters More Than Ever

Tax law changes, income thresholds, and state-level rules mean that:

• An entity that worked years ago may no longer be optimal
• Some structures increase taxes as income rises
• Others limit deductions or flexibility at critical stages

Choosing (or keeping) the wrong entity can quietly cost tens of thousands over time.

Who Should Get a Business Entity Review?

This review is especially valuable if you:

Operate as an LLC, S-Corp, or C-Corp

Have growing or inconsistent income

Own real estate or valuable business assets

Borrowing & Leverage Are adding partners or shareholders

Plan to scale, sell, or restructure in the future

If your business has changed, your entity probably should too.

Contact Us

Ready to Find Out If Your Entity Still Fits?

A short review can uncover opportunities to:

Reduce ongoing tax exposure

Improve liability protection

Increase long-term flexibility

Avoid costly restructuring later

Schedule a Consultation via Our Website