TRUSTED BY FOUNDERS, EMPLOYEES, AND OWNERS
Promise
We get it: taxes are complicated. That's why we make tools to simplify and streamline the tax-planning process. From picking the best strategy to handling the minutiae to helping you re-invest your savings, we'll be with you the whole way.
How can I maximize the value of my exit?
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Valur for FoundersWhat can I do to minimize my tax exposure?
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Valur for EmployeesCan mainstream tax strategies help me?
Seamless and fast
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Right for you
Why pay taxes on your gains today when you can kick that can down the road? Our tax-planning trusts help you reinvest the money you'd otherwise pay in taxes to grow your nest egg faster and for longer.
LEARN MORE
Exit: $152,000,000
Tax Savings: $5,952,806 (federal), $11,209,520 (state)
Carry: $9,500,000
10-Year Tax Savings: $1,827,191
5-Year Appreciation: $2,390,613
Tax Savings: $258,948
Valur has facilitated
with charitable trusts
Unified platform
We bring together everything that's required to understand your potential gains from tax planning, choose a strategy, set up up your tax advantaged trust, and manage your trust over the long term.
Calculate expected returns from tax planning
Using our proprietary trust returns calculator, we'll give you a snapshot of the returns you might expect from our various tax-planning tools, including Charitable Trusts and QSBS Stacking.
Choose a strategy
Our decision engine will help make all of the tough calls simple: which assets to put into your trust, what format and length to choose, and how to design your distribution plan.
Set up your tax-advantaged trust
Gone are the days when you'd wait weeks to hear from your lawyer or accountant about a critical financial or legal decision. You'll use our streamlined onboarding tools to generate a final, usable trust document, all on our platform, in minutes.
🎉 We're helping founders, employees, and investors start their tax planning journeys today. Enter your e-mail address here and we'll be in touch shortly to get the conversation going. 🎉
Get smart
We've seen it all, and we've put what we know down on paper. Check out our guides, which can show you how to maximize your wealth for the long term.
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FEATURED IN
BACKED BY
I knew I should be thinking about tax planning as my company grew, and it was stressing me out. Valur made it quick and simple.
