Latest / The Startup Exit Podcast with Fexingo: IPOs, Acquisitions, and Founder Liquidity Events
How Founders Use Tax-Deferred Exchanges in M&A
Episode 110 of The Startup Exit Podcast dives into a lesser-known but powerful tool for founders facing a big exit: the tax-deferred exchange under Section 1031 and 721 of the tax code. Lucas and Luna break down how a founder of a commercial real estate tech startup used a 1031 exchange to swap his company's shares for a larger portfolio of rental properties, deferring millions in capital gains taxes. They walk through the mechanics, the strict timelines (45 days to identify, 180 days to close), and the risks—like losing the tax deferral if the deal structure slips. The conversation also…
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