Strategic Tax Architect & Asset Protection Specialist (OpCo/PropCo & Trust Structuring)

Who We Are: We are a premier, rapidly scaling specialized professional training academy and field operations company utilizing high-value heavy equipment (mobile cranes). As we expand our operational footprint, we are looking to aggressively institutionalize our corporate structure to mitigate risk, optimize our tax position, and protect our foundational assets. What We Are Looking For: We need a high-level Tax and Asset Protection Strategist to architect a comprehensive corporate restructuring. We want to execute an elite strategy before finalizing legal filings. Your Mandate Will Include: - Corporate Matrix Design: Architecting a clean Operating Company / Property Company (OpCo/PropCo) split to completely isolate our heavy machinery and assets from daily operational liability. - Strategic Cash Flow Mapping: Designing the legal and compliant mechanics of how cash flows between entities (lease agreements, service fees, management contracts) to maximize EBITDA and corporate efficiency. - Tax Strategy Alignment: Creating an aggressive yet compliant tax structure that optimizes equipment depreciation, minimizes overall tax liabilities, and ensures seamless corporate accounting. - Wealth Preservation Integration: Evaluating and integrating the optimal trust framework to shield the business owners personally and solidify long-term asset protection. Required Qualifications: The ideal partner is a top-tier strategist who possesses a deep understanding of corporate law, tax planning, and wealth management. - Proven experience designing asset-holding structures for equipment-heavy or high-risk industries (Logistics, Construction, Aviation, Heavy Equipment). - Active professional credentials preferred (CPA, JD, LL.M. in Taxation, or specialized Asset Protection Strategist). - Deep expertise in multi-entity cash flow modeling, transfer pricing rules, and corporate tax architecture. - Strong background in trust law and personal liability insulation strategies. What to Include in Your Proposal: To be considered, please submit a proposal addressing the following... - Relevant Case Study: A brief summary of a similar OpCo/PropCo or asset-holding structure you have successfully architected for a client with high-value equipment. - Your Framework: A high-level overview of how you typically approach the sequence of Strategy to Tax Structure to Cash Flow to Asset Protection. - Collaborative Approach: Confirm your willingness to coordinate directly with our leadership team and internal/external execution counsel to ensure the finalized strategy is flawlessly implemented. - Pricing Model: Please provide your estimated fixed-rate or hourly pricing structure for an initial discovery and architectural blueprint phase.