In this episode, we sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to unpack how founders, investors, and advisors can exit assets without watching 20–50% disappear to capital gains taxes.

Brett breaks down the Deferred Sales Trust and explains how it differs from traditional strategies like 1031 exchanges, why timing and flexibility matter more than ever, and how smart exits preserve momentum for the next chapter.

This conversation covers:

• Why capital gains tax is the biggest hidden cost in exits
• Deferred Sales Trust vs. 1031 exchanges
• How founders, Bitcoin holders, and real estate investors exit strategically
• Why most “passive income” strategies still trap owners
• How exit planning impacts legacy, estate taxes, and family wealth
• Why solving tax problems helps M&A advisors win more deals

This episode is essential for founders, dealmakers, M&A advisors, real estate investors, and anyone preparing for a major liquidity event.

DISCLAIMER The Deal Podcast is for informational and educational purposes only. Nothing discussed constitutes investment advice, a solicitation, or a recommendation to buy or sell any security. Always consult a licensed professional before making financial or investment decisions.