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In this episode, I sit down with my good friend Gary Whitfield to dive into one of the most powerful tools in exit planning: Qualified Small Business Stock (QSBS). We break down how business owners can potentially exclude up to $10 million—or even more—in capital gains, and what it takes to qualify. From entity structure to valuation strategy, we cover what you need to know early if you're thinking about a future sale. Whether you're an entrepreneur or advising one, this conversation is packed with actionable insights.
In this episode, I sit down with my good friend Gary Whitfield to dive into one of the most powerful tools in exit planning: Qualified Small Business Stock (QSBS). We break down how business owners can potentially exclude up to $10 million—or even more—in capital gains, and what it takes to qualify. From entity structure to valuation strategy, we cover what you need to know early if you're thinking about a future sale. Whether you're an entrepreneur or advising one, this conversation is packed with actionable insights.