Max Financial Press publishes the playbooks that Wall Street firms write for their richest clients — only ours are written for the operator, in plain English, by a CPA who works at the file drawer every day. No fluff. No sales pitch. Just answers you can use.
Every title in our catalogue was written for a specific moment in the life of a closely-held company. Find yours, download the first chapter, and stop guessing.
You started as a single-member LLC. Now there's a partner, a second company, a real estate holding, and a son on payroll. The paperwork never caught up. See how operators rebuild the structure before it breaks.
Basis, retained earnings, reasonable comp, related-party transactions — most owners don't realize the risk until the letter arrives. Get the framework a CPA uses before the IRS uses theirs.
Once a dispute starts, it is too late to draft governance. Exit rights, drag-along, buy-sell at fair value — how the architecture should have been set up from day one. And how to fix it now.
5471, 5472, ECI, FIRPTA, treaty positions, inbound structuring. A clear framework for how to take cross-border capital without creating a ten-year tax problem for yourself or the investor.
Asset vs. stock sale, QSBS, installment treatment, earn-outs, rollover equity. The tax outcome of a sale is decided eighteen months before the LOI. Here is the eighteen-month plan.
From the CEO Academy series: financial fluency, decision rights, meeting cadence, and the operator disciplines no one teaches you the year you become the boss. Written for first-time CEOs of real companies.
Max Financial Press is the publishing arm of Max Financial Group — a Miami-based CPA and advisory practice on Southeast Second Avenue. We exist for a specific reader: the entrepreneur, operator, or accredited investor who wants the arithmetic as much as the argument, and who has outgrown business books that mistake anecdote for analysis.
Every title in our catalogue is drawn from an active practice. That is the standard. Every playbook, entity diagram, and capital-stack schematic you will find on these pages has first been drafted at a client desk, redlined at a closing table, and reviewed on an IRS response. The books are instructional. But they are written in the register of a professional who is on the hook for the outcome.
We publish in English and in Spanish. Our Una Vida Max system runs to sixteen volumes and over 155,000 words, because the reader we are built for does business on both sides of the hemisphere — and should not have to read either translation twice to understand the other.
"The first business book I have read where the author clearly knew what the footnotes were doing. That is rare, and I am grateful for it."Family Office Principal South Florida · on The Max Entity Planning Playbook
I gave it to my partner before our restructuring call. By the time the call happened, we were arguing about the right things. That is what a good book is supposed to do.
I had read four books on LLC structure. I stopped after this one. It is the difference between a tour of the kitchen and a recipe you can actually cook.
Lo leí en una tarde y lo subrayé en dos. Max L'Entrepreneur escribe como habla un contador serio: sin rodeos, con autoridad, y con respeto por el lector.
Dieciséis volúmenes. Más de 155,782 palabras. Un sistema completo para el empresario y la familia hispanohablante — del control financiero al legado. La voz editorial no cambia de un idioma al otro: la precisión, tampoco.
Ver la colección →
Download chapter one of The Max Entity Planning Playbook. If it is not the most useful twenty-four pages you will read this quarter, we will refund the price of the paperback — which, since the chapter is free, means we owe you a paperback.