Approaching a sale
Business owners
You’re selling some or all of your company and want the proceeds structured before the deal closes — not after.
Viora Capital · Tax strategy
The tax strategies you didn’t know you had.
We break down complex tax strategy into plain language, so you can make informed decisions alongside your own advisors.
- Track record
- 150+High-net-worth individuals advised by our team across prior firms
- Founded
- 2025Lindon, Utah
- Coverage
- AnyTax liability, any industry
Who We Serve
If you owe, we should talk.
W-2 & equity income
High earners
Executives and professionals with significant income who suspect they’re leaving money on the table every April.
Portfolios & 1031s
Real estate investors
You hold appreciated property and want strategies that go deeper than another exchange.
Advisor partners
CPA firms
You want advanced strategies for your best clients without building the expertise in-house.
Deal partners
M&A advisors
Your client’s transaction has a tax problem, and solving it helps the deal get done.
Generational planning
Families & founders
You’re thinking about succession, gifting, and what your wealth should do for the people after you.
Approach
Clarity before commitment.
Four principles behind every plan we put in front of you.
Strategy before product
We start with your full picture — income, equity, real estate, an upcoming sale — and build the plan first. The tools come second.
Alongside your advisors
We work hand-in-hand with your CPA, attorney, and M&A team — never around them. Your existing relationships stay at the center.
Built for the long term
A strategy that saves you money this year but unwinds in three isn’t a strategy. We plan across decades — sales, succession, and the next generation.
Backed by opinion letters
The strategies we recommend are supported by formal tax opinion letters, grounded in established code and case law.
The Viora Network
Tax attorney and CPA partnerships.
We work with tax attorney and CPA partners on your case, alongside your existing advisors.
Tax attorney partners
Independent counsel we work with on strategy. They design and stand behind the recommendations we bring you.
CPA partners
Accountants we partner with on the tax picture, working with — not around — your own CPA.
Every kind of client
From individuals to businesses to advisory firms — if there’s tax liability, we can speak the language.
Start a conversation
There’s probably a strategy you haven’t heard of yet.
The first conversation is simple: we look at your situation and tell you honestly whether we can help. If we can’t, we’ll say so.