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Michael Shea

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The Florida Mirage: The Capital Gains Conundrum

January 3, 2026 by Michael Shea PA

While major tax law changes are hard to predict, the current environment remains stable. However, due diligence takes time. If you are eyeing a 2026 exit, you must understand these structures now so you don’t get strong-armed into a disadvantageous structure at the eleventh hour

Filed Under: accounting, cpa, exitplan, exitplanning, michaelshea, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: asset, buyers, capital gaines, capitalgains, exitplanning, sellers, stock, tampa, tampabay

Case Study: Acquisition of a Legacy Concierge Medical Practice

December 22, 2025 by Michael Shea PA

The sale of this practice  underscores the resilience of the concierge medicine sector. By utilizing SBA financing to complete a stock purchase, the buyer secured a legacy institution with immediate cash flow while maintaining the operational integrity of a 30-year-old brand.

Filed Under: Case Study, michaelshea, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: 2.9, cepa, concierge, doctor, ibba, locum, mdpractice, medical, michaelshea, nurse, orlando, sba, stock, tampa, Transworld, transworldbusinessadvisors, valutaion

Should I Sell My Business as an Asset Sale or a Stock Sale?

September 29, 2025 by Michael Shea PA

This choice isn’t just a technicality—it has major implications for taxes, liability, and deal structure. Understanding the difference can help you make a smarter, more profitable exit.

Filed Under: exitplan, exitplanning, michaelshea, Selling A Business, Selling Your Company, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: #sellmybusiness, assetsale, businessbroker, cepa, company, ibba, michaelshea, stock, stocksale, tampabay, Transworld

Asset Sale vs. Stock Sale — What Tampa Business Owners Need to Know About Capital Gains Tax

August 18, 2025 by Michael Shea PA

When selling a business in Tampa or anywhere in Florida, one of the most important decisions is whether the transaction will be an asset sale or a stock sale. The choice impacts not only the buyer and seller’s legal responsibilities but also how much you’ll owe in capital gains taxes. As Tampa’s leading business broker, […]

Filed Under: michaelshea, sbabackedloan, Selling A Business, Selling Your Company, Tampa Business Sales, tampabusinessbroker, transworldbusinessadvisors Tagged With: asseet, buyer, cepa, ibba, michaelshea, seller, stock, Transworld

Top Tax Strategies for Florida Business Owners Before a Sale

April 22, 2025 by Michael Shea PA

Selling your business should feel like a reward, not a tax nightmare. Florida gives you a head start with no state income tax, but these federal strategies can save you even more. Whether it’s timing your sale, picking the right sale type, or spreading payments, a little prep goes a long way. Want to see how much you could save? Reach out to me, Michael Shea, at 321-287-0349 for a free consultation. Let’s make your sale a win—taxes and all.

Filed Under: exitplan, exitplanning, Selling A Business, Selling Your Company, Tampa Business Sales Tagged With: asset, businessbrokers, capitalgains, cepa, cfp, cpa, exitplan, floridabusinessbroker, IRS, michaelshea, retirement, stock, tampa, TAXES, Transworld

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