Episode 95 - Business Exit Strategy with Justin Pitcock

In this episode of The Money PIG Podcast, Tim Goodwin sits down once again with the one and only Justin Pitcock to dive into the often-overlooked—but massively impactful—topic of business exit planning

From small business tax strategies (like Section 1202), to donor-advised funds, installment sales, and ESOPs, this episode is packed with real-world advice on how to prepare years in advance to maximize your payout and minimize taxes. Whether you're transitioning to retirement, family succession, or a full-on sale, this conversation helps you think beyond just the sale itself—and into what you're retiring to, not just from.

Justin shares powerful insights on how to:

• Save potentially millions in taxes with proper timing and structure
  
  
  
• Avoid common pitfalls and financial regrets
  
  
  
• Use tools like DAFs, tax loss harvesting, and equity rollovers
  
  
  
• Preserve your legacy, culture, and team through thoughtful succession planning
  
  
  

And if you're wondering what learning Spanish, Pokémon cards, and artificial intelligence have to do with financial planning—well, you're in for a fun surprise.

Read the blog that inspired this episode and download the guide:

Blog link

Guide Link

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Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice