The 2-3 Year Rule: How Smart Owners Reduce Taxes Before Selling

Business owners and financial advisors reviewing business performance charts and financial data while developing a pre-sale tax planning and exit strategy to maximize after-tax proceeds.

Most business owners focus on one number when preparing to sell: the sale price. That’s a mistake. What actually matters is what ends up in your pocket after taxes.   Without proper planning, taxes can take 30% to 50% of the proceeds. With the right strategy—implemented early—that number can be significantly reduced, and the difference […]