Start With a Confidential Conversation

Business advisory • Remote bookkeeping & financial oversight • Exit planning • Real estate • Capital-gain strategy

You are considering a business sale, major transaction, real estate move, ownership change, restructuring, financing decision, or other event where the tax and financial consequences matter. The earlier we understand the situation, the more useful the planning conversation can be.

Your books, financial statements, cash flow, entity structure, owner compensation, or decision-making process need stronger oversight. You may already have a bookkeeper or tax preparer and still need an experienced CPA helping you understand the numbers and what to do next.

Important positioning: Keep these as examples, not rigid service buckets. A prospect should still be able to submit the form without choosing one.

• Name: required
• Email: required
• Phone: optional
• Business / Company: optional
• Preferred contact method: optional: Email / Phone
• What are you working through?: required open-text field
• Timing: optional: Now / Next 30 days / Next 3: 6 months / Exploring

What are you working through?

A few sentences is enough. Tell me what is happening, what decision or problem you are facing, and any important timing.

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Do not add: Social Security numbers, tax ID numbers, bank information, document uploads, detailed financial data, or other sensitive information to the public contact form.

Please do not send Social Security numbers, bank information, tax identification numbers, or other highly sensitive information through this form. If documents are needed, a secure method can be arranged after initial contact.

Your message will be reviewed personally. If the situation appears to be a fit, I will respond to arrange a conversation and identify what information, if any, would be helpful for the next step.

Implementation note: Do not promise a specific response time such as “within one business day” unless Chad wants to commit to that operationally.

A conversation may be useful if…

• You are considering selling a business, real estate, or another appreciated asset.
• A significant capital gain or liquidity event may be approaching.
• You want to evaluate tax and financial consequences before signing documents or completing a transaction.
• Your bookkeeping or financial statements are not giving you enough clarity to make decisions.
• You need ongoing remote bookkeeping oversight, financial reporting, or CPA advisory support.
• You are dealing with several entities, properties, advisers, or ownership issues and need someone to connect the financial and tax pieces.
• You want an experienced CPA involved before a major decision, not only after the year is over.

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Before is often more valuable than after.

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Business sales, real estate transactions, ownership changes, large capital gains and other major financial events can become difficult to restructure after closing. The purpose of early planning is to understand the tax, cash-flow, ownership and timing consequences while meaningful choices may still be available.

This should be prominent but concise. It communicates one of Cromwell Wealth Strategies’ core differentiators without promising that every transaction has a tax-deferral strategy available.

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Prefer to reach out directly?

Email or call using the contact information below. If I am unavailable, leave a brief message about what you are working through and the best way to reach you.

• Use the final business email address consistently across the site.
• Use the final business phone number consistently across the site.
• Do not publish a placeholder number.
• If the business is remote-first, say “Remote advisory available” rather than implying a public office if there is not one.

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Thank you. Your message has been received.

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I will review what you sent and follow up using the contact information you provided. Please do not send sensitive financial or tax documents by ordinary email unless we have agreed on a secure method.

Do not send the user to a generic blank thank-you page. Keep the Cromwell Wealth branding and provide a clear confirmation that the form submission worked.