Recorded Webinar: Maximize Value by Minimizing Capital Gains Taxes at Exit

Value to a seller is “EBITDA x Multiple – Taxes”. But many sellers forget to optimize for that last component: Taxes. The earlier you plan for taxes, the more you can save.

One of the most powerful tax incentives for business owners is Qualifying Small Business Stock (Section 1202 QSBS). This is a rare tax strategy that completely eliminates taxes – the greater of up to $15 million or 10x your basis. The One Big Beautiful Bill just made this tool even more attractive for business owners that may be exiting in 3 to 5 years.

Jay discussed QSBS in-depth, including how to convert S-Corps to take advantage of this benefit, and how private equity looks at these opportunities.

Modern Ideas For Business Webinar Series

As a leader in today’s dynamic business environment, you no doubt face risk and uncertainty when making decisions that impact your company's future.

To help you steer your organization through these turbulent times, we invite you to our live series Navigating Uncertainty: Strategic Insights for Today's Business Leaders. We've brought together a number of experts in their respective fields to share their insights, answer your questions, and facilitate conversations that will help you gain clarity and confidence when making tough decisions for your firm. Best of all, there is no charge to attend any event!

RECORDED WEBINAR:

Maximize Value by Minimizing Capital Gains Taxes at Exit