The Foundation of Your Exit Strategy Begins With Tax Planning
THE EXIT PODCAST18 Nov 2017

The Foundation of Your Exit Strategy Begins With Tax Planning

This podcast focuses on understanding the importance of having a sound tax planning foundation before you sell your business. Listen to Deirdre Wheatley-Liss from Porzio, Bromberg & Newman. Listen to Deirdre speak about ensuring you have the proper structure set up for the sale. Also, she shares insights on how not having the appropriate contracts to cost you millions. Finally, for those that wondering how the new proposed tax reform can impact you, your business and the sale of your business, Deirdre and Brett offer some preliminary insights.

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Avsnitt(24)

Exit Session: Discover How Scott Berger Successfully Sold His Family's Business, An HVAC Service Company to a Strategic Buyer

Exit Session: Discover How Scott Berger Successfully Sold His Family's Business, An HVAC Service Company to a Strategic Buyer

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24 Feb 20251h 9min

Building Generational Wealth Through ESOPs: The Tax Benefits to Selling To An ESOP

Building Generational Wealth Through ESOPs: The Tax Benefits to Selling To An ESOP

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3 Juni 202440min

The Most Common Pitfalls to Avoid When Selling Your Business

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24 Maj 202425min

Building The Right Succession Plan For Your Business and Your Family

Building The Right Succession Plan For Your Business and Your Family

The importance of succession planning for business owners cannot be overstated. It is a vital process that guarantees the continuity, financial stability, and enduring success of a business. It prepar...

11 Mars 202447min

Are You Sabotaging The Success of Your Business?

Are You Sabotaging The Success of Your Business?

This Episode: For those business owners that sometimes find the journey of being an entrepreneur to be lonely and at times full of self doubt, this is a great episode. On this episode, we speak with M...

17 Jan 202438min

Navigating Growth: The Blueprint to Building A Successful Growth Plan

Navigating Growth: The Blueprint to Building A Successful Growth Plan

Planning For Growth in 2024! As you start off the new year, business planning is an imperative process to the overall success of your business. In November of 2023, I presented at the 2023 Business Ow...

1 Jan 202443min

The Importance Of Conducting A Quality of Earnings On Your Business Before You Sell

The Importance Of Conducting A Quality of Earnings On Your Business Before You Sell

On this episode, Brett Dearing and Corey Massella, Managing Director from UHY-Advisors, discusses the importance of conducting a Quality of Earnings on your business before you sell. The key benefits ...

6 Mars 202333min

The EXIT: CEO Founder Perspective With CEO Founder Greice Murphy

The EXIT: CEO Founder Perspective With CEO Founder Greice Murphy

On this special edition of The EXIT, hear from our guest, CEO, and Founder, Greice Murphy talk about her journey as a business owner leaving her native country of Brazil at 23 years old and starting o...

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