Valur

Reduce taxes on capital gains. Keep more of your returns.

Whether you're selling company stock, crypto, real estate, or a business — Valur's tools help you defer or reduce capital gains and reinvest more of your profits. Up to 100% deferral with proven, IRS-recognized structures.

See strategies
100%
of gains deferred
40%
more after-tax proceeds
24h
to get set up

Talk with an Expert

Tell us about your situation. A Valur strategist will reach out within one business day.

No obligation. Your information stays private.

Know your options

We can help if you're selling

Six asset classes, dozens of structures, one team handling everything end-to-end.

Public stock

Reduce or defer taxes on stock gains with smart reinvestment strategies.

Cryptocurrency

Minimize or delay taxes when converting crypto to cash using proven deferral tools.

Private company stock

Sell private shares tax-efficiently with strategies built for founders and investors.

Real estate

Avoid hefty taxes on property sales with tax-saving options.

A small business

Keep more from your business sale by deferring gains and reinvesting wisely.

Others

From collectibles to complex assets, we help structure tax-smart exits for any sale.

Valur portfolio dashboard showing $2.4M in total assets and potential gains breakdown
Your portfolio

See the savings on your own assets

Our team models every strategy against your actual holdings so you see real numbers before committing.

See how it works

Watch how Valur helps you keep more

Capital Gains

Defer 100% of capital gains and keep up to 40% more of your proceeds

With a Charitable Remainder Trust (CRUT), you can defer every dollar of capital gains tax, reinvest your full proceeds, and generate after-tax income for decades — while keeping control of your assets.

  • Tax-deferred reinvestment of full sale proceeds
  • Decades of compounded after-tax income
  • Used by founders, investors, and executives
Trust calculator showing $11M in savings with a Valur trust strategy
Our approach

We help you pick a strategy

You focus on what you do best. We handle everything else — from strategy identification to legal setup and ongoing management.

1
Learn

Understand the choices

Use our guided planning engine to explore strategies that apply to your circumstances.

2
Evaluate

Evaluate the returns

State-of-the-art calculators answer the only question that matters: how much will I save?

3
Profit

Execute your strategy

Our team, aided by proprietary drafting tech, gets you set up within 24 hours, at no cost.

White-glove setup

From signed strategy to active trust in under 24 hours

Our team — backed by proprietary drafting technology — handles notarization, agreement review, and filings. You stay informed at every step, and a dedicated specialist walks you through onboarding personally.

  • Virtual notarization, scheduled around you
  • Plain-English agreement walkthroughs
  • Dedicated strategist for the full journey
Trust onboarding interface showing scheduled notarization and agreement review with strategist Maria Pratt
Planning possibilities

Strategies that help you keep more

Based on your assets and goals, we surface the strategies most likely to maximize your after-tax outcome.

Your opportunities — Charitable Remainder Trust, Exchange Fund, Qualified Opportunity Zone
CRUT

Charitable Remainder Trust

A tax-exempt structure that lets you defer taxes on appreciated assets, reinvest pre-tax inside a trust, and donate what remains at term end.

  • Defer 100% of capital gains
  • Reinvest full proceeds pre-tax
  • Generate income for decades
Client story
"Valur saved me over $2M when I sold my company stock. Their team set up the trust in under 24 hours — I just signed and reinvested the full proceeds, pre-tax."
DK
David K.
Founder, exited startup · 2024

Reduce your tax bill — fast

Our team of experts will help you evaluate the most promising strategies in minutes.