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Transactional Planning

Thinking about selling your business, real estate, or major asset? Cunningham & Associates will guide you through the process of maximizing value and minimizing your tax burden.

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We work for you, for greater outcomes.

At Cunningham & Associates, our Transactional Planning services include helping businesses identify short-term and long-term objectives, remediate any potential obstacles, reduce or eliminate any current or future risk, and more.  

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Business Valuation

From selling your business to funding your retirement, we've got the tools to help you get there. 

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Tax Strategies

Our knowledgeable financial experts will help you maximize and claim your tax benefits. 

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Investment Advising

We'll support your organization's growth with investment guidance and advice. 

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Growth to Goal

We'll work closely with you to help develop your company's roadmap to success. 

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Risk Advisory

We'll identify any current or future risks and help you develop a plan to reduce or eliminate them. 

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Asset Protection

We'll show you how to safeguard assets and avoid perjury or tax evasion claims. 

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How We Help

Serving our clients is our top priority.

At Cunningham and Associates, we value our clients and the industries they serve. We pride ourselves in treating them like family, and we always go above and beyond to help them succeed. 

Explore transactional tax planning for your business.

The Cunningham & Associates Difference

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Our customers come first. We care about your unique challenges and work diligently to find solutions so you can you reach your business goals.


Intellectually Savvy

We have decades of combined experience in Transactional Planning, and we make sure to stay updated on ever-changing guidelines and tax laws. 

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We value the communities we serve. That's why we're committed to showing our gratitude through generous donations and community service. 

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We make sure to stay well-versed in the ever-changing local, state, and federal tax regulations. 

What Our Clients Are Saying

"We engaged C&A to help quarterback the sale of our business. They provided tremendous value along the way and integrated seamlessly with my CPA and attorney. C&A also identified several ways to reduce taxes and increase the overall amount I received from the sale. A+ work."


"Great team of tax experts! They did a tremendous job—100% compliant with the IRS audit, and most importantly, did not ghost us during the audit. Their dedicated tax specialist worked closely with us, and everything was communicated, managed, and reviewed properly. Every question we had, they returned to us right away and made sure we fully understood the process."


"If you’ve been wronged by a 'tax specialist' before, we can assure you that these guys are legit. They were thorough, responsible, and highly responsive. And, what was a deal-breaker for us: They charged a fixed fee as opposed to large national firms that charge 25-35% fee arrangements, so we managed to save significant money.”


Schedule a free consultation.

Learn what Transactional Planning can do for your business. Whether you're seeking tax advice, are interested in business valuation, or need wealth advisory services, we can help!