Scenario Modeling Agent
Models the alternatives — structures, timing, deal shapes — so the recommendation rests on numbers, not instinct.
- Tax
- M&A — Mergers & Acquisitions Tax Planning
- Tax STAR
- 12 AI Agents
- Runs multi-year and entity-structure scenarios for advisor review.
- 01
Builds multi-year projections under alternative structures and elections.
- 02
Compares after-tax outcomes across deal and transition shapes.
- 03
Isolates the assumptions that most change the answer.
- Baseline projections
- Candidate structures or deal terms
- Client timeline and objectives
- Side-by-side scenario comparisons
- After-tax outcome estimates
- A sensitivity summary
Part of Tax STAR.
Mergers & Acquisitions Tax Planning
Deal structure guidance that changes the owner's after-tax proceeds materially.
A 12-module Tax Operating System that turns episodic tax planning into an ongoing advisory process.
Explore The SystemTax Intake Agent
Gathers returns, entities, and documents into one structured planning file.
Agent DetailPlanning Opportunity Agent
Scans client data against your playbook and surfaces planning ideas.
Agent DetailDeliverable Drafting Agent
Produces first-draft planning reports and client-ready summaries.
Agent DetailNotice & Compliance Agent
Tracks filings, deadlines, and notices so nothing slips through.
Agent DetailQuarterly Review Agent
Prepares recurring check-in packages that keep advisory fees in place.
Agent DetailOwner Comp Agent
Owner Compensation Strategy.
Agent DetailMethods Agent
Accounting Method Optimization.
Agent DetailCredits Agent
Tax Credits & Incentives.
Agent DetailHuman Capital Agent
Human Capital Tax Strategy.
Agent DetailProtection Agent
Asset Protection & Risk Structuring.
Agent DetailPost-Sale Agent
Post-Sale Wealth Management.
Agent Detail
Deploy This Agent Inside Your Firm.
We install it in your workflow, with your standards and your review points.