Episode 117 – Don’t Miss the Moment! Preparing for a Business Exit
May 13, 2026
A business sale can create uncertainty and a long list of financial and planning decisions all at once. The months before and after an exit often become an important planning window in a business owner’s life.
Jeremiah and Laura walk through several planning considerations that may help business owners prepare for a high-income year, evaluate tax planning considerations, and align financial decisions with long-term goals for family, charitable giving, and broader planning considerations.
They also discuss why preparation matters long before a transaction is finalized and why coordinated planning with advisors, CPAs, and estate attorneys may help provide additional planning clarity.
#BusinessOwner #TaxPlanning #EstatePlanning #FinancialPlanning #WealthManagement
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Connect with Jeremiah:
LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
Email: Jeremiah@tricordadvisors.com
Connect with Laura:
LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
Email: [email protected]
Connect with Randy:
LinkedIn: https://www.linkedin.com/in/rkbarkley/
Email: Randy@tricordadv.com
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