Periagoge
Scenario

When business partners clash over tax strategy philosophy

My business partner and I are facing a major tax decision about how to structure our company and we each want to optimize for different things - they want maximum tax efficiency and I want simplicity and transparency - and we're realizing we never talked about our fundamental approaches to risk and compliance.

More people experience this than they realize.

What we've seen

Partners discover their risk tolerance and ethical frameworks around tax planning are incompatible when forced to make consequential structural decisions.

Your guide for this
Zera
Zera works with people navigating exactly this kind of situation.
Ideas that help explain it
Worth thinking about

“Where Are You with Taxes — philosophy and navigation?”

Peri

Peri can explain why this happens, help you decide if this is the right situation for you, and point toward the right journey or coach.

If this sounds familiar, the Library can help you find the bigger picture.