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 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 Proactive exit strategy planning increases your business’s value by attracting better buyers and giving you more leverage in negotiations, especially in the competitive
Key Takeaways Create an exit strategy, even if you’re not planning to retire anytime soon. This will not only prepare your business for unplanned events
Key Takeaways Developing an exit plan—preferably several years in advance—will help you control how you exit your business. Don’t wait, and don’t make exit planning
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.
