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Consequence, before the transaction.

StrataFi models what happens when an asset moves: recognition, basis, gift, estate, income and liquidity, with the authority behind each position attached to it.

The case

Where you are today

HV

What you have

A practice built on judgement, and clients who expect you to have already considered the alternative.

MS

What is missing

The analysis is scattered across drafting software, spreadsheets, diagrams and memos, and you are the integration layer.

SL

What you sell with Dapit

One engine that starts at the asset and carries it through character, ownership, entity, authority and consequence to the reporting.

ER

What you earn

Time recovered, and a defensible record of how each position was reached.

What you get

The pieces that matter to you

Every partner arrangement is different, but these are the parts that usually decide it.

✓Asset-first modelling
✓Tax logic authored by licensed counsel
✓Authority attached to every position
✓Form 706 generated from the engine
✓Regression harness over the rules

Bring the relationship. We bring the rest.

The first conversation is about your book, your verticals and what you want your merchants paying you for a year from now.