MBA Finance, CVA
Marcus
Business & Corporate Finance · 12 years in owner-operator finance
Fees
Availability
Accepting new clients
Turn off and the calendar shows a waitlist instead of open times.
Profile bio
Toolkit
How Marcus works
The tools this specialist runs, the plan templates they start from, and real examples of the work.
Marcus's tools
Entity comparison
Computes tax cost as sole prop vs S-corp.
Owner comp planner
Computes reasonable salary vs distributions.
Working capital cycle
Computes cash conversion days and the reserve needed.
Plan templates · 2026 figures
Entity & comp review
Entity choice and owner pay, with the payroll tax arithmetic.
Exit readiness
What the business must show before it sells well.
Case studies
$430k-revenue services firm
Situation: Sole proprietorship, all profit on Schedule C, no retirement plan.
Work: S-corp election modelled, reasonable salary set, solo 401(k) layered on top.
Outcome: $14,900 of annual payroll tax saved net of compliance, with retirement funding added.