A CPA and an attorney, working your exit as one job
Martin D. Eisenstein sits in Secaucus, and he has spent his career at the point where taxes and the law meet. That is a rare seat. Most people pick one license. He carries the CPA and the Attorney at Law, and that pairing is exactly what a business owner needs when it comes time to sell, and what a family needs when its picture no longer fits on one return.
Over the years the work has narrowed toward the thing where both licenses earn their keep: planning exits for New Jersey owners in the $3M to $20M range. When you sell a company at that size, the tax code and the contract are tangled together, and pulling them apart cleanly is what Martin does. He earned the Certified Exit Planning Advisor designation from the Exit Planning Institute to formalize a practice he had already been running for years.
The other half of the practice came from an unusual place. Before building his own firm, Martin managed multi-family offices for a prominent Hollywood talent agency, running the financial side of clients' lives so they could run the rest. He brought that Personal Business Manager model home to New Jersey families who are not famous but are every bit as complex: a practice and the IP inside it, a portfolio of rentals, a group of companies, retirement accounts and property that have to pass cleanly to the next generation. That is the Family Office at Intelligent Business Management Corp.
He still handles tax returns, books and business questions for clients he has known for years. But the center of the practice is helping owners leave with more than they thought they could keep, and helping families keep what the owner built.
Call (201) 987-6900 or email [email protected] to start.
The people behind the desk
Martin D. Eisenstein
Plans exits and runs the Family Office. The one person on every engagement who reads the tax return and the contract at the same desk.
Joseph Eisenstein, EA
An IRS Enrolled Agent who reviews every return before it is filed and builds the systems that let the firm answer a client's question from the file in minutes.
Sheila Czechowski
Twenty years with the firm. The trusted backbone of client support and operations, from onboarding to signing ceremonies to deed recordings.
Tax return preparation is supported by a dedicated production team working under Martin's and Joseph's review, so client work is never waiting on one calendar.
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.