Insights by Candor Advisors

Planning Ahead: Tax Strategy for Founder-Led Exits


Listen Later

Selling a business is not just a valuation exercise. It is also a tax planning event that can dramatically affect how much money a founder actually keeps after closing. In this episode, Kirk Michie walks through the role CPAs, investment bankers, and estate planning professionals play during founder-led exits. The discussion covers capital gains taxes, rollover equity, transaction timing, state tax exposure, and why founders should avoid making assumptions too early in the process.

...more
View all episodesView all episodes
Download on the App Store

Insights by Candor AdvisorsBy Kirk Michie