Key Takeaways

Discover the single move that saved my client $1.8 million during their business sale.

Learn why most business owners leave money on the table without even realizing it.

Selling a business is one of the most important moments in an entrepreneur’s journey. Over the years, I’ve learned that the best outcomes come when founders build a team of experts early, specifically in four key areas: tax planning, legal preparation, wealth management and value growth. Understanding what each specialist brings and asking the right questions can make a huge difference in the sale price and ensure the process goes smoothly

Tax advisor: Protecting the proceeds

I’ve seen firsthand how costly taxes can be if you don’t plan ahead. One of my clients in the technology space was facing a pote

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