Jan 24, 2024

146: Tax Strategies to Consider When Selling a Business, Ross Brannon

Succession Stories host Laurie Barkman, The Business Transition Sherpa®, welcomes Ross Brannon, Tax Shelter and Private Equity Consultant at CoastalOne.

Ross joined Laurie for a conversation about tax strategies business owners should consider when selling a business. Listen in to learn more about tax deferral and tax mitigation strategies including opportunity zones, installment sales, and diversified investment structures.

Don’t wait until you’re in a transaction to learn about tax mitigation strategies. It’s called financial planning for a reason. You need time to plan.

They also discuss the importance of planning for life after selling your business and why Ross doesn’t believe in the notion of retirement. Find purpose and impact in the next chapter of your life.

Enjoy this Succession Stories episode about tax strategies to consider when selling your business with Ross Brannon.

Find Ross here: https://rossbrannon.com/

Listen in to learn more about:

  • Navigating Tax Complexities
  • Strategic Exit Planning
  • Diversified Financial Approaches
  • Avoiding Retirement and Staying Engaged

❤️ Show us the love:  Submit a review for “Succession Stories” on Apple Podcasts or Spotify

 

 

_______________________________________

My Links:

🌐 Website: https://TheBusinessTransitionSherpa.com

⏰️ Meet With Laurie: https://thebusinesstransitionsherpa.com/connect/

📘 Book: “The Business Transition Handbook: How to Avoid Succession Pitfalls and Create Valuable Exit Options”

🎙 Podcast: https://podfollow.com/succession-stories

🎥 YouTube: https://www.youtube.com/@TheBusinessTransitionSherpa

😎 Instagram: https://www.instagram.com/lauriebarkman/

✖️ Twitter: https://twitter.com/LaurieBarkman

😺 TikTok: https://www.tiktok.com/@businesstransitionsherpa

_______________________________________

📘 THE BUSINESS TRANSITION HANDBOOK:

Get a free PDF copy of “The Business Transition Handbook” by author Laurie Barkman: 

https://thebusinesstransitionhandbook.com

OR text TRANSITION to +1-762-320-2826

_______________________________________

ONLINE MASTERCLASS COMING SOON:

“Endgame Entrepreneurship: Build With The Exit In Mind”

Join the waitlist: https://thebusinesstransitionsherpa.com/course/

New Episodes Available Weekly On:

        

Get Succession Stories in Your Inbox Free

Case studies, examples, templates, and tools for business transition, plus notification of new episodes.

The Business Transition Handbook

The Business Transition Handbook

Preparing owners to navigate the emotional and practical nature of the transition process so you can exit on your terms and avoid succession regrets.

“A game changer to help you win in your exit and in life.”

 

Browse More Episodes

How to Protect Your Equity When Your Business Needs Cash

How to Protect Your Equity When Your Business Needs Cash

When it comes to financing your business growth, you might feel stuck between two tough choices: selling shares to raise cash, or borrowing money from a bank. Selling shares means giving up some of your valuable equity, while bank loans can be expensive and often require a personal guarantee. But...

Listen
Lazy CEO Podcast, Business Transitions and Liquidity Events

Lazy CEO Podcast, Business Transitions and Liquidity Events

In this episode of The Lazy CEO Podcast, host Jim Schleckser discusses the topic of liquidity events and business transitions with expert Laurie Barkman from the Business Transition Sherpa. Laurie shares her personal experience going through an M&A process as a CEO and highlights the challenges, emo...
Listen