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.
exitplan
Drive Value So You Get More….the Market Decides What Matters and What is Valuable
The Value Acceleration Methodology, a structured process presented by Michael Shea of Transworld Business Advisors, designed to increase a business’s value and align the owner’s personal, financial, and business objectives. This methodology is broken down into three main phases,
Exit Planning vs. Succession Planning: What’s the Real Difference?
A well-executed exit plan empowers owners to transition on their terms, whether that means selling to a third party, passing the business to family, or exploring other creative options. It’s not just about leaving—it’s about leading the business to a point where it can succeed without you.
Generational Trends in Business Ownership, Planning, and Revenue: Insights for Tampa Owners
These findings demonstrate that regardless of generation, business owners in Tampa and beyond benefit from data-informed strategies, realistic succession planning, and a clear understanding of company value and structure.
Am I Ready to Let Go Emotionally When Selling My Business?
By Michael Shea, Transworld Business Advisors of Tampa Bay When I sit down with business owners in Tampa Bay to talk about selling their business, the conversation often starts with numbers—revenue, profit, multiples, and valuation. But the biggest roadblock to a successful sale usually isn’t financial at all. It’s emotional. Owning a business is more […]