Strategies for Private Business Owners Navigating Their Exit and Future

As a successful private business owner, you have likely been in the highest income tax bracket.  One of your largest annual business line-item expenses may have been taxes.  And now that you are considering a sale, you may have one more great big tax awaiting you- a capital gains tax.  That great big capital gain has been building for years.  And the tax will soon have to be paid, all at once.

What are you doing about it?  What can you do to prepare, and maybe even mitigate that tax?

Schedule a strategy session with our Exit Planning team to brainstorm custom solutions for you, your business, and your family.

Written by: Andrew T. Gardener, CFP®