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)

**INCLUDED IN ALL-ACCESS PASS | IN PERSON ONLY**

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.

Learning Objectives:

• Identify key pre-sale planning steps that influence tax outcomes, including entity structuring, ownership clean-up, compensation planning, and preparation for buyer due diligence.
• Evaluate tax-efficient deal structures—such as asset vs. stock sales, installment arrangements, rollover equity, and QSBS planning—to optimize after-tax proceeds for clients.
• Apply post-sale income tax strategies including estimated tax management, charitable planning, trust structures, and long-term wealth planning to help clients steward liquidity after a transaction.
• Guide clients through the full transaction life cycle by integrating business, tax, and financial planning considerations to enhance advisory value and improve client decision-making before, during, and after a business sale.