EXCELSIOR CAPITAL PRESENTS

Navigating the Exit - Tips to Sell Your Business

Jeff Getty is the Managing Director of Key’s Family Wealth Consulting Team. He has over 25 years of experience working with entrepreneurs, business owners, and executives designing and implementing sophisticated, and innovative asset protection, tax reduction, and estate planning strategies. Additionally, over the past decade, Jeff has more than $8 billion in transactional experience in private offerings of equity and debt, mergers and acquisitions, reorganizations, and spin-offs for closely-held and family-owned businesses.
Go Beyond Marketing and Create a Better Customer Experience

Podcast: Navigating the Exit – Tips to Sell Your Business

Jeff Getty is the Managing Director of Key’s Family Wealth Consulting Team. He has over 25 years of experience working with entrepreneurs, business owners, and executives designing and implementing sophisticated, and innovative asset protection, tax reduction, and estate planning strategies. Additionally, over the past decade, Jeff has more than $8 billion in transactional experience in private offerings of equity and debt, mergers and acquisitions, reorganizations, and spin-offs for closely-held and family-owned businesses.

Key Highlights

[00:01 – 09:30] Jeff Getty’s Insights on Business, Taxes, and Generational Shift

  • Jeff Getty discusses Key’s Family Wealth Consulting Team and the busy year they had in 2021.
  • He shares how he believes that there will be a tax change in the next few years, which will cause the sunset provisions to kick in and increase taxes for businesses.
  • The biggest mistakes business owners make when selling their businesses are failing to fully grasp what the process looks like and overestimating the value of their business.
  • To avoid these mistakes, business owners need to be educated on how the process works and understand their compensation before selling their businesses.

[09:31 – 26:54] Tax Planning Tips for Clients Selling Businesses

  • When negotiating a purchase, it is important to understand the tax implications of the deal and to make sure that all relevant taxes have been accounted for.
  • Jeff tackles how to reduce the tax burden on a business transaction.
  • Serial entrepreneurs are more likely to engage in tax planning and structural changes before the sale. As a result, do a better job of building financials.

[26:55 – 35:35] Pointers to Successfully Navigate Your Exit

  • Family offices are becoming a major player in the solar industry, and they are likely to continue to do so for the next 10 to 20 years.
  • You need a CPA, and depending on the type of the deal, you may also need a business broker or investment banker to sell your business.
  • If your business is heavy on intellectual property, you also need an IP lawyer.

[35:36 – 37:23] Closing Segment

  • Strike up a conversation and work with Jeff Getty!

Previous Articles

the-ultimate-guide-to-commercial-real-estate-investing

The Ultimate Guide to Commercial Real Estate Investing

Learn everything you need to know to assess the benefits of a commercial real estate investment and make the best decisions to get started.

how-much-money-do-I-need-to-start-investing-in-commercial-real-estate

How Much Money Do I Need to Start Investing in Commercial Real Estate?

We frequently have conversations where people tell us, “I want to start investing in commercial real estate, but I’m not sure if I have the capital.”

benefits-of-owning-commercial-property-over-residential

Benefits of Owning Commercial Property over Residential

While both types of real estate investments have their benefits, investing in CRE can be more advantageous for several reasons.

The Revolution That Wasn’t

How has technology impacted modern finance and created an asymmetrical relationship between Wall Street and individual investors? In this episode, we speak with Spencer Jakab, the author of The Revolution That Wasn’t and editor of the Wall Street Journal’s Heard on the Street column.

Tax Savings Secrets: How Cost Segregation Analysis Can Save You Money

How can cost segregation analysis help real estate investors maximize their returns? In this episode, John Hanning explores the potential benefits of cost recovery studies and depreciation.

What is a Family Owner’s Manual and Do I Need One?

It’s time to make sure you and your family are set up to continue success for generations to come. Today, Josh Kanter shares his journey transitioning from practice as a transactional attorney to reorganizing his family’s activities under a single-family office.

Key Characteristics of High-Performing Family Offices

Are family offices becoming more popular? In this episode, Robert Daugherty dives into the importance of having a functional family office, and the role of the Chief Learning Officer in it.

Talking to Your Parents about Their Finances

As your parents age, you may find that you want or need to broach the often-difficult subject of finances. In this episode, Cameron Huddleston, an award-winning personal finance journalist, discusses how to have meaningful conversations with your parents about their finances.

Pros, Cons, and Features of Robo-Advisors for the Wealthy

Learn how to amass wealth – the right way, for you. In this episode, Barbara Friedberg, a former portfolio manager and university investments and finance instructor, delves into how robo-advisors have revolutionized traditional financial advisory services.

Excelsior Capital

A real estate private equity firm that owns and operates high quality multi-tenant office assets in emerging secondary markets.

Interested in learning more about Excelsior's investment opportunities?

Excelsior Capital

104 Woodmont Blvd, Suite 120
Nashville, TN 37205

investors@excelsiorgp.com

w

Livechat

Disclaimer: Under no circumstances should any information presented on this website be construed as an offer to sell, or solicitation of an offer to purchase any securities or other investments. This website does not contain the information that an investor should consider or evaluate to make a potential investment. Other materials related to investments in entities managed by Excelsior Capital are not available to the general public.