Planning Ahead: Tax Strategy for Founder-Led Exits

About this episode

Kirk Michie discusses the tax implications and planning considerations for founders selling their businesses.

Selling a business is not just a valuation exercise. It is also a tax planning event that can dramatically affect how much money a founder actually keeps after closing. In this episode, Kirk Michie walks through the role CPAs, investment bankers, and estate planning professionals play during founder-led exits. The discussion covers capital gains taxes, rollover equity, transaction timing, state tax exposure, and why founders should avoid making assumptions too early in the process.

People in this episode

Host: Kirk Michie

Topics covered

• tax strategy
• founder-led exits
• business selling
• capital gains taxes
• transaction timing

Keywords

• tax planning
• founder exits
• capital gains
• rollover equity
• state tax exposure

Mentioned in this episode

Organizations: CPAs, investment bankers, estate planning professionals

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