About Us
Disclosures
Protect What You've Built.
Keep More of What You Earn.
The MSO strategy gives business owners in West Texas and beyond coordinated clarity, lasting control, and purposeful protection — turning excess taxes into growth, security, and legacy.
Smarter Business.
Lower Taxes.
Stronger Future.
Running a business means wearing dozens of hats — HR, compliance, operations, marketing, finance, and more. Most owners roll it all into one bucket, leaving money on the table and paying far more in taxes than necessary.
That's where the Management Services Organization (MSO) Strategy comes in.
What is an MSO?
An MSO is a companion company designed to separate your operating business from your management functions. Instead of lumping everything into one entity, you create:
Operating Company
Delivers your products or services.
Management Company (MSO)
Handles admin, payroll, strategy, and oversight.
This structure modernizes your business, keeps you compliant, and captures value you're already creating every day.
Why It Works
Tax Efficiency
Lifestyle income is taxed normally, while excess profits flow into the MSO at a flat 21% rate.
Retained Earnings
Grow reserves, upgrade equipment, or fund expansion without extra taxation.
Future-Proofing
Flexible across tax law changes, ensuring your structure works now and later.
Clear Value
Properly accounts for the time and energy you put into every role in your business.
Compliance
Backed by IRS guidelines, legal agreements, and proven case law.
Real Impact
A $1.2M revenue business using a traditional S-Corp structure may net around $198K after-tax.
With an MSO strategy in place, that same business could net $262K after-tax — a difference of over $540K in 10 years.
The Big Picture
You already do the work. The MSO strategy simply aligns your structure with reality — freeing up cash to:
Grow the business
Reward employees
Pay down debt
Save for retirement
Improve your work-life balance
Leave a Legacy
Modernize your entity.
Capture your true value.
Build a stronger future.
Clarity Through Coordination
© Copyright 2026 SageFolio Advisors LLC Firm Disclosures Page & IAPD