Business Sale Planning: The After-Tax Reality скачать в хорошем качестве

Business Sale Planning: The After-Tax Reality

When business owners evaluate a potential sale, valuation and deal structure often take center stage. But what about the after-tax outcome? In this video, Paul Carroll, CEO and Founder of Avion Wealth, discusses key considerations business owners may want to review before finalizing a transaction, including: • Capital gains vs. ordinary income exposure • How entity structure impacts taxation • State residency considerations • Charitable planning timing • Estate planning integration • Coordination between legal, tax, and wealth advisory teams A liquidity event is more than a transaction, it is a transition that can reshape long-term wealth. For business owners evaluating a potential sale, Avion Wealth offers a complimentary second opinion review to assess how a transaction may fit within a broader wealth strategy. Learn more at: https://www.avionwealth.com/stop-focu... 00:00 Introduction 00:32 The After-Tax Variable 01:05 Capital Gains vs Ordinary Income 02:00 Planning Before Agreements Finalize 02:45 Charitable & Estate Considerations 03:40 Coordinating Advisors 04:15 Complimentary Review --------------------------------------------------------------------------------------------------------------------------------------- Confidence in Every Last Detail | Avion Wealth At Avion Wealth, we help successful business leaders—C-suite executives, business owners, and commercial airline pilots—make confident financial decisions by ensuring every detail is expertly managed. Our clients are often frustrated by a lack of communication and attention to detail from traditional financial advisors. That’s why we’ve developed the Wealth Confidence Plan™, a consultative, high-touch approach designed to protect and build your wealth while giving you the peace of mind you deserve. Here’s how we work: • Schedule a Discovery Conversation • Receive your personalized Wealth Confidence Plan™ • Partner with us every step of the way 🎯 Learn more: https://www.avionwealth.com 📞 Schedule a call: https://www.avionwealth.com/contact/ 🔔 Subscribe to Avion Insights for financial and educational content