Thinking about selling your business?

Passing it on to the kids?

Or just want to make sure you’re not leaving money (or a giant tax bill) on the table?

This week, Paul and William walk through the smart steps every business owner should take before exiting their business.

They cover:

- Why most family business transitions fail (and how to avoid it)

- How to use the lifetime capital gains exemption and potentially save millions in tax

- What an “estate freeze” is and how it helps pass the business to your kids

- Why planning years in advance can save you a fortune

Resources:

📥Free Download: How to Build Your Dream Retirement & Avoid 7 Common Mistakes That Can Derail It: https://www.westendwealth.com/build-your-retirement

Connect with Paul & William:

Book a free call: https://calendly.com/westendwealth/introcall

LinkedIn: Paul Barreca

LinkedIn: William Barreca

Facebook: West End Wealth Planning

X: William Barreca

The views and opinions expressed in this podcast may not necessarily reflect those of IPC Securities Corporation. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions.

Hosted on Acast. See acast.com/privacy for more information.