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Whether your exit is 1 year away or 5, understanding these strategies now can dramatically impact your outcome.
What you’ll learn:• How taxes and deal structure impact your net proceeds• The biggest mistakes that cost owners millions at exit• Tax-efficient strategies used in sophisticated transactions• Why timing (3–5 years out) is critical for planning• How to build the right advisory team for your exit
For more info:https://www.growthinkcapital.com/https://gtria.com/
00:00 – Why sale price ≠ what you keep00:40 – Why this topic matters for business owners01:10 – Background: M&A + wealth strategy perspective02:10 – How tax strategy impacts 20–40% of your exit03:50 – The “tax stack” and where money gets lost06:00 – Biggest mistakes that destroy net proceeds07:20 – Key strategies: QSBS, trusts, opportunity zones18:50 – Real example: $9M difference in outcomes
By Hosted by - Tim MartinezWhether your exit is 1 year away or 5, understanding these strategies now can dramatically impact your outcome.
What you’ll learn:• How taxes and deal structure impact your net proceeds• The biggest mistakes that cost owners millions at exit• Tax-efficient strategies used in sophisticated transactions• Why timing (3–5 years out) is critical for planning• How to build the right advisory team for your exit
For more info:https://www.growthinkcapital.com/https://gtria.com/
00:00 – Why sale price ≠ what you keep00:40 – Why this topic matters for business owners01:10 – Background: M&A + wealth strategy perspective02:10 – How tax strategy impacts 20–40% of your exit03:50 – The “tax stack” and where money gets lost06:00 – Biggest mistakes that destroy net proceeds07:20 – Key strategies: QSBS, trusts, opportunity zones18:50 – Real example: $9M difference in outcomes