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Podcast 17 – Tax Planning for the Sale of a Business: Plan Early, Save More!

This #PoisedforExit episode featured two of my trusted colleagues in Exit Planning, Joe Strazzeri and Shelley Lightfoot. Joe and Shelley are partners in several firms in San Diego. Joe has a prominent legal practice in Estate Planning and Tax Planning. The conundrum business owners have when in tax and estate planning, is actually taking the time away from the business to advocate for themselves and their own future, because they are usually so focused on the business instead. 

Do you feel like you are already paying more than your fair share of income tax? If you don't plan early for your liquidity event, you'll pay even more. Obviously, the goal is to keep as much as you can, but waiting to plan for how to do that will not serve you. 

Family businesses invariably deal with messes that go beyond day to day business and they tend to  manifest themselves in 4 areas:

  1. Legal Messes
  2. Tax Messes
  3. Financial Messes
  4. Family Conflict Messes

Joe and Shelley talked about how they identify, assess and solve for these matters, and illustrate that using several examples. 

Find Joe, Shelley, and their firms here:
Strazzeri Mancini: https://www.linkedin.com/company/strazzeri-mancini-llp?trk=biz-companies-cy…
SCI: https://www.linkedin.com/company/southern-california-institute?trk=biz-comp…
The Founders Group: https://www.linkedin.com/company/the-founders-group/ 

Find Julie here: https://www.poisedforexit.com/

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Julie Keyes
Julie Keyes

Founder & Owner at KeyeStrategies, LLC

Julie is a Certified Exit Planning Adviser and Value Growth Advisor with 30+ years of experience. She works with business owners who seek to understand and maximize their exit and critical transition options.

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