Key Takeaways You can achieve a smooth business exit by shifting your mindset from founder to seller, preparing emotionally and strategically for the transition, and
Key Takeaways You can significantly reduce your tax burden during a business exit by understanding the distinctions between capital gains, ordinary income, and state taxes,
Key Takeaways They are not the same, and you should treat succession planning and exit planning as two separate but equally important endeavors in preserving
Key Takeaways Consider your financial preparedness, your business valuation, your succession plan, and your timeline control in order to establish a solid exit strategy foundation.
Key Takeaways You’ll thank yourself for beginning your exit early — it will enable you to maximize the value of your business, align your exit
Key Takeaways Exit planning services are for you if you’re a business owner pondering a change — no matter the size or structure of your
Key Takeaways You risk significant financial loss and unnecessary stress by neglecting a structured exit plan, which can impact both your business valuation and your
Key Takeaways You gain by starting business exit planning sooner rather than later — it provides you time to increase value, mitigate risk, and align
Key Takeaways Business advisory services provide knowledge-based, customized assistance. They equip you to tackle multifaceted challenges and act decisively, confidently, and knowledgeably at all stages
Key Takeaways Business advisory services offer valuable expertise that extends well beyond band-aid solutions. They assist you in approaching complicated operational, financial, and strategic issues
With 27 years of experience, Joel S. Smith, CPA helps business owners make sense of their finances and drive profitability. A UC Berkeley grad with a Master’s in Taxation, he’s a Certified Public Accountant (CPA) and Certified Management Accountant (CMA).
Joel has worked across industries like real estate, construction, and professional services. As a member of the CFO Project, he provides business owners with the clarity and strategy they need to grow.
