Most founders assume their CPA has them covered. If the IRS isn't sending letters, everything must be fine… right?

In this episode of Scale to Sell, Steve and Adam break open one of the biggest blind spots in the business-owner world, showing why the "old way" of tax preparation keeps owners overpaying year after year without ever realizing what's possible.

Steve shares real cases where advanced tax planning teams uncovered six- and seven-figure savings for owners who thought they were already in great shape. Adam explains why traditional CPAs rarely bring proactive strategies to the table, and how founders can tell when they've outgrown their current advisor.

What you'll take away:

• What advanced tax planning actually is and why wealthy families use it

• Signals you've outgrown your CPA

• Legal strategies that may reduce income and capital gains taxes

• How tax planning fits into building an exit-ready business

• And more!

Resources:

• Get your free personalized report at www.scaletosell.com/value

• Unlock your business's potential with our free Scale to Sell self-assessment

• Book your free discovery call with us today!

Connect with Our Team:

• Website: Scale to Sell

• [email protected]

• LinkedIn: Scale to Sell

• Facebook: Scale to Sell

• YouTube: Scale to Sell

• Instagram: Scale to Sell

Connect with Adam Burton and Steve Burton:

• LinkedIn: Adam Burton

• LinkedIn: Steve Burton