The Three Tax Buckets Every Business Owner Should Build Before the Exit

The Owner's Playbook · Sep 17, 2026 · 22m

Building wealth is one challenge. Creating flexibility around how that wealth eventually supports your life is another.

In this episode of The Owner’s Playbook, Carol Dewey explores why business owners should think beyond simply accumulating assets and start considering how those assets may eventually be taxed. She introduces three broad tax buckets—taxable, tax-deferred, and tax-advantaged—and explains how having different sources of future income can create greater flexibility before and after a business exit.

Key Takeaways

The difference between accumulating wealth and planning for future…