Tracy McCary

About Tracy McCary

You’ve probably heard it before: “Just stay the course.”Your financial advisor swears at the tired buy-and-hold tactics.Your accountant gives vague, generic advice.Every day, CNBC and other financial “experts” offer conflicting opinions, making it impossible to tell what’s real and what\'s just noise.But here’s the truth: if you don’t have a tactical strategy before you sell, you may be left with far less than you deserve.While most business owners focus on maximizing their sale price, the real game is won by what you keep after taxes.What is the difference between smart planning and no planning?Millions.What if – instead of hoping for the best – you had a strategy designed to protect your wealth and legally minimize your tax burden?Let me introduce you to my Tactical Investing™ Framework.A strategy that blends tactical investment moves with tax efficiency—so your hard-earned money stays where it belongs.Here’s how it works: Advanced Tax Minimization Strategies – We use trust-based strategies (not CRTs) to mitigate capital gains tax exposure when you sell your business. Beyond Buy & Hold – Instead of letting your portfolio ride the waves of the market, we implement strategic allocation combined with tactical execution to keep your money protected and growing. Customized Wealth Preservation – Your financial future isn’t a one-size-fits-all equation. We tailor a plan built for you so your wealth works for you long after the exit.Today, you have two options.You can keep doing what most business owners do—trusting their advisor’s “stay invested” advice, crossing their fingers, and writing a generous check to the IRS when exiting.Or…You can take control, play by a more innovative set of rules, and potentially keep more of what you’ve built.Which path do you want to take?Let\'s talk if you’re serious about protecting your wealth and minimizing tax exposure.

Experience

1. Iar

   Trac Wealth Management Inc

   Apr 2011 — Present

Education

• The University of Oklahoma

  BBS

  1983 — 1991

Skills

• Sales
• Capital Markets
• Customer Service
• Investments
• Valuation
• Financial Analysis
• Finance
• Banking
• Iar
• Credit
• Strategic Financial Planning
• Strategic Planning
• Portfolio Management
• Mergers & Acquisitions
• Equities
• Corporate Finance