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

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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



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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.”


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