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Tax Planning Tips for Selling Your Business Without Selling Yourself Short
Season 3 Episode 28
Selling your business is a once-in-a-lifetime move—don’t give Uncle Sam a tip. In this episode of Hidden Money, we sit down with Kyle Gabbert and Tyler Wright of Bluegrass Legacy to unpack the real playbook for exit planning: building enterprise value (not just income), installing SOPs so your company runs without you, and preparing for the 55% of exits that are unplanned. We also dig into tax strategies like §1202 QSBS and cash balance plans that can massively increase what you keep.
You’ll learn:
How to make your business sellable (and more enjoyable to run right now)
Why buyers pay more for systems, teams, and transferable relationships
What multiples really mean—and how to move from “average” to “best in class”
The 5-year window for powerful, legal tax strategies
Links & resources:
Hidden Money Podcast & resources → hiddenmoney.com
Work with the Revo team → revotaxpayer.com/contact
If this helped, follow the show and share it with an owner who’s thinking about an exit.
Published on 2 weeks ago