Penn Mutual Life Matters Podcast   ·   Indaba 2025 Keynote (Lion Street)   ·   MSO Symposium 2025 — Hosted

Oregon Society of CPAs (400 CPAs)   ·   Moore Colson Onsite CPE   ·   Simplicity Group

Three advisor channels. One client —
the closely-held UHNW business owner you advise.

GTC™ works through the advisors who already advise the client. The advisor stays central; we deliver the specialized MSO layer alongside the team they have in place.

PE solves the capital problem. The shareholder's post-deal tax position is often not fully addressed in the deal structure — income flowing through with potential limits on QBID treatment and high individual-rate exposure depending on the facts. GTC™ designs the structural layer that captures that gap, alongside M&A counsel — before the operating agreement is signed.

+   Pre-close structural coordination with M&A counsel

+   Post-close §482 governance discipline

Most MSOs are deployed as PE compliance vehicles. We design them as integrated structures — for annual tax efficiency, enterprise value growth, and capital-efficient exits, with coordinated wealth architecture built in from day one.

National practice across 50+ states. Built to a single institutional standard — designed for IRS, carrier, and audit-level review.

Three institutional standards.

Engaged alongside Top-100 accounting firms, the Independent Counsel Bench (tax-structuring, federal tax controversy, family-office, and PE/M&A transaction counsel), and institutional transaction advisors. The lead advisor stays central; GTC™ delivers the specialized layer.

Two principals. One discipline.

GTC™ was co-founded in 2011 with a deliberate pairing: advanced tax and financial strategy combined with the operational discipline of a former owner-operator. MSO design, governance, and ongoing service are the only work the firm does — and the firm's methodology, governance, and back-end architecture all trace to that pairing.

A standing bench of independent counsel coordinated across engagements — tax-structuring counsel (federal and state), federal tax controversy and fraud examination counsel, family-office and estate-planning counsel, and PE/M&A transaction counsel. Each engagement holds independent agreements with the client.

Where the work gets presented and tested.

GTC™ is regularly invited to speak at the conferences, retreats, and institutes where the most sophisticated advisors gather — and convenes its own.

Advanced MSO Strategy

Keynote on advanced MSO architecture, delivered to the Lion Street advisor community of elite independent life-insurance and financial advisors.

In-firm CPE program covering MSO methodology, §482 substantiation discipline, and audit-readiness posture — delivered to the Oregon Society of CPAs membership.

Four disciplines. Every engagement.

Annual §482 refresh through Berkeley Research Group, ongoing governance, audit-ready documentation across the engagement lifecycle. Quarterly check-ins with the referring advisor.

The framework left healthcare.
The discipline is what carries.

The MSO structure was built in medical practices to satisfy state corporate-practice-of-medicine rules — keeping the operating professional entity owned by licensed practitioners while a separately owned MSO managed everything else. The structural logic transferred. Today the same architecture is deployed in any business where ownership rules, succession, or capital efficiency benefit from separating the operating company from the entity that captures management economics.

Documented engagements across nine industries.

DSO consolidation · multi-location management · owner-operator transitions.

General contractors · specialty trades · family-held construction enterprises.

Engineering · architecture · consulting · other licensed professional enterprises.

Inquire about partnership.

We respond within one business day.

For Top 100 accounting firms, family offices, MFOs, RIAs, and PE & M&A counsel. Inquire about platform partnership, in-firm CPE delivery, or pre-close transaction coordination.