Uploaded March 2026 | Updated September 2026, 3 weeks ago
Most business owners focus on growing their company, but when it comes time to sell, they don’t realize how much taxes can take out of the deal. Today, I’m breaking down why selling your business without a plan can lead to a massive tax bill, and how the timing of your exit strategy can make a huge difference. We’ll look at the “shotgun” approach, where you decide to sell quickly and end up paying close to 30% in taxes, and compare that to what happens when you plan your exit years in advance. Because with the right structure and enough lead time, there are strategies that can significantly reduce what you owe and, in some cases, potentially eliminate taxes altogether.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
Most business owners focus on growing their company, but when it comes time to sell, they don’t realize how much taxes can take out of the deal. Today, I’m breaking down why selling your business without a plan can lead to a massive tax bill, and how the timing of your exit strategy can make a huge difference. We’ll look at the “shotgun” approach, where you decide to sell quickly and end up paying close to 30% in taxes, and compare that to what happens when you plan your exit years in advance. Because with the right structure and enough lead time, there are strategies that can significantly reduce what you owe and, in some cases, potentially eliminate taxes altogether.
Follow my page for clear, no-fluff financial planning steps!
Visit for more - wealthrb.com
Securities offered through LPL Financial, Member FINRA/ SIPC. Investment advice offered through IHT Wealth Management, a registered investment advisor. IHT Wealth Management and RB Wealth Partners are separate entities from LPL Financial.
The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual.
This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.
#CFP #Financialplanner #retirement #retirementincome #IRS #retirementfinancialplanning
