Business Exit Success Tom Poltersdorf Jr.

In this episode, learn about seven critical strategies to eliminate, reduce, or defer taxes when selling your business. We'll explore various tax-efficient methods, from leveraging real estate and Qualified Small Business Stock to structuring installment sales and investing in Qualified Opportunity Zones. Whether you're considering selling now or in the future, understanding these options can save you substantial amounts in capital gains and other taxes, potentially adding millions to your retirement bucket. Discover how to strategically plan your business sale with these key financial tactics to maximize your profits and secure your financial future.
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We help business owners:
→ Assess their level of exit readiness from a financial, tax, and legal perspective
→ Craft a wealth plan to exit comfortably and with confidence
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
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WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Newsletter!
As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."
Click here to subscribe and grab your free guide.
 
 

Discover how a prenuptial agreement can safeguard your assets and ensure a smooth process in the event of unforeseen circumstances. I discuss why prenups are crucial for business owners, outline the potential risks, and provide a step-by-step timeline for implementing a pre-marital agreement.
Resources:
Timeline of Getting a Prenup Before Marriage
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
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WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Newsletter!
As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."
Click here to subscribe and grab your free guide.
 
 

In this episode, we dive into effective strategies for business owners looking to maximize the value of their businesses in preparation for a successful exit. Discover 10 essential tactics, from reducing owner-dependence and creating Standard Operating Procedures (SOPs) to fostering recurring revenue and diversifying suppliers. Whether you're contemplating selling your business to retire or transitioning it to the next generation, these actionable tips will help you enhance your business's market value, ensuring a sustainable and transferable enterprise. Tune in to learn how to strategically prepare your business for a profitable exit.
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
 -----
WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Newsletter!
As a thank you, you'll receive a copy of my free eBook, "Exit & Succession: How to Increase Business Value & Prepare For a Sale or Succession."
Click here to subscribe and grab your free guide.
 
 
 

Uncover essential asset protection strategies to safeguard your personal and business assets. Learn about choosing the right business entity, banking best practices, insurance, intellectual property protection, succession planning, and Tenancy by the Entirety. Protect your legacy and ensure your business thrives.
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
 
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WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Business Exit Success Newsletter.
As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.
Click here to subscribe and grab your free guide.
 
 

Regardless of whether you're in the growth cycle of your business with no plans to leave your business anytime soon, preparing for an eventual transition will be essential. We explore the hard truths about the importance of being proactive rather than reactive in planning for the future, ensuring that your business, team, and family are well-prepared for any unforeseen circumstances life may throw your way.
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
 
 -----
 
WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Business Exit Success Newsletter.
As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.
Click here to subscribe and grab your free guide.
 
 

In this episode I explain the critical concept of planning with the end in mind, especially tailored for successful business owners contemplating succession, selling their business, or transitioning into retirement. By using a mountain climbing analogy, we explore the dual objectives of reaching the summit (accumulation phase) and safely descending (distribution phase), highlighting the importance of preparing for both stages of your financial journey.
Discover the significance of planning ahead with a clear end game in mind, the value of diversification beyond the business, and the valuable role of professional guidance in navigating the complexities of financial planning. 
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We help business owners:
→ Understand the complexity of navigating a business transition
→ Assess their level of preparedness from a financial, tax, and legal perspective
→ Plan for the next chapter of their life
👉 Get Your Free Readiness Assessment!
 
 -----
 
WANT MORE BUSINESS PLANNING TIPS?
Subscribe to the Business Exit Success Newsletter.
As a thank you, you'll receive a copy of The Freedom Point: A Financial Planning Guide for Business Owners.
Click here to subscribe and grab your free guide.