ENG26102. Helping Clients Navigate a Business Sale AND Income Tax Strategies Before & After a Business Sale; pre-sale planning, planning for tax efficiency (structure ahead of time, etc.) (PFP, TAX)

Selling a business is one of the most financially significant events an owner will ever experience—and the tax landscape around that sale can create tremendous opportunity or costly pitfalls. This session equips advisors with the technical insight and practical strategies needed to guide clients confidently through every stage of a business sale.

We will break down the full life cycle of planning around a transaction: how to position a business for a tax-efficient exit, how to model and structure deals to maximize after-tax outcomes, and how to coordinate post-sale planning to preserve and grow the client’s newfound liquidity. Attendees will learn the essential pre-sale steps (entity clean-up, reasonable compensation, timing considerations, QSBS qualification, state tax ramifications, buyer vs. seller priorities, and due-diligence readiness) as well as the tax strategies most commonly overlooked during and after a sale (installment planning, rollover equity, charitable planning, trust structures, estimated tax management, and advanced wealth strategies).

Whether your clients are in the early stages of thinking about a sale or actively working through a transaction, this session provides the framework, tools, and actionable guidance you need to elevate your advisory value and help clients achieve tax-optimized outcomes.