The Tax Strategy Window: Why the Best Planning Happens Before the Buyer Shows Up
When should tax planning for a business exit begin? When you're ready to sell? When a buyer appears? When the letter of intent arrives? Or long before any of that happens?
In this episode of The Owner's Playbook, Carol Dewey continues the story of Sarah, a business owner who has spent three years closing the value gap in her company. Revenue is more diversified, leadership is deeper and the business is worth significantly more. Then Sarah realizes that the more valuable the company becomes, the larger her potential tax exposure may be when she sells.
Carol introduces the tax strategy window…
The skinny
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