You’re 12 months away from selling your company – an incredible milestone 🎉
But before you pop the champagne, there’s one question every founder needs to answer:
👉 Am I actually ready for the tax hit that’s coming?
In this video, we walk you step-by-step through the Founder’s 12-Month Exit Plan – everything you should be doing before, during, and after selling your business to protect your wealth and stay organized.
Here’s what we cover 👇
✅ How to build your dream exit team (attorney, CPA, financial planner, etc.)
✅ How to confirm if you qualify for QSBS (up to $10M tax-free gain!)
✅ Smart ways to use 83(b) elections and QSBS rollovers
✅ Donor-advised funds & charitable gifting to reduce taxes
✅ How to harvest losses to offset big capital gains
✅ Trust & estate planning tips for founders with families
✅ What to do on closing day to make sure everything settles correctly
Whether you’re planning a liquidity event, acquisition, or IPO, this is your roadmap to a smooth and tax-smart exit.
