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.
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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!

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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.