For business owners with charitable intent, the way you structure your exit can dramatically amplify — or diminish — your philanthropic impact. Lisa Heller, CPA, a nonprofit tax authority at GRF CPAs & Advisors with more than 25 years of experience working with tax-exempt organizations, joins Pat and Walter to explain how Donor Advised Funds and private foundations can be powerful tools when selling or transferring a business. Lisa breaks down the differences between these vehicles, how timing and structure affect your tax outcomes, and why integrating charitable planning into your exit strategy is something every philanthropically minded owner should consider well before the transaction.  

Guest: Lisa Heller, CPA, GRF CPAs & Advisors
Connect with guest: grfcpa.com/people/lisa-heller-cpa/

“We want you to help you build a business that is sellable and exit successfully on your own terms and conditions.” - Pat Ennis

Conversations that move you closer to a regret-proof exit.

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Learn more about working with Pat and Walter at ennislp.com 
Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/
Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/

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DISCLAIMER: The information in this presentation is provided as education only. 
Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.