Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne.

Ross joined Laurie for a conversation about tax strategies business owners should consider when selling a business. Listen in to learn more about tax deferral and tax mitigation strategies including opportunity zones, installment sales, and diversified investment structures.

Don’t wait until you’re in a transaction to learn about tax mitigation strategies. It’s called financial planning for a reason. You need time to plan.

They also discuss the importance of planning for life after selling your business and why Ross doesn’t believe in the notion of retirement. Find purpose and impact in the next chapter of your life.

Enjoy this Succession Stories episode about tax strategies to consider when selling your business with Ross Brannon.

Find Ross here: https://rossbrannon.com/

Listen in to learn more about:

• Navigating Tax Complexities
• Strategic Exit Planning
• Diversified Financial Approaches
• Avoiding Retirement and Staying Engaged

 

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My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

📘 Book: "The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options"

🎙 Podcast: https://podfollow.com/succession-stories

🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa

😎 Instagram: https://www.instagram.com/lauriebarkman/

✖️ Twitter: https://twitter.com/LaurieBarkman

😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa

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📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free PDF copy of "The Business Transition Handbook" by author Laurie Barkman: 

https://thebusinesstransitionhandbook.com

OR text TRANSITION to +1-762-320-2826

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ONLINE MASTERCLASS COMING SOON:

"Endgame Entrepreneurship: Build With The Exit In Mind"

Join the waitlist: https://thebusinesstransitionsherpa.com/course/