The core of the presentation details three paradigm shifts that redefine exit planning, advocating for a holistic approach that views exit strategy as business strategy and utilizes a common framework called the Value Acceleration Methodology.
exitplan
Why Your Business Might Not Be Worth What You Think — And How to Fix It
Exit planning isn’t just for people who are leaving their business. It’s a value-building strategy that ensures your business can thrive without you — and that you can exit on your terms when the time is right.
What Happens After You Sell: Tax Implications and Transition Planning
Tip: Use a tax advisor to explore strategies like installment sales to reduce tax hits.
Top 10 Mistakes Business Owners Make When Preparing to Sell (And How to Avoid Them)
Work with a business broker to streamline the process and avoid these traps.
2026 Capital Gaines Tax Change
In sum, the IRS changes for 2026 present substantial planning opportunities and challenges for small, closely held businesses contemplating a sale. Business owners should stay informed and seek professional tax advice to best navigate this shifting landscape.