Tax & Exit Planning

Reading Time: 6 minutesA smart sale means more than a strong valuation. By planning ahead with tax strategies, practice owners can protect more of their proceeds and ensure a smoother financial future.

Reading Time: 6 minutesSelling your practice doesn’t have to mean a huge tax bill upfront. With the right deferral strategies, owners planning to sell in the next decade can ease the burden and keep more of what they’ve earned.

Reading Time: 6 minutesMany practice owners underestimate the role of taxes in a sale. Planning for the impact can be the difference between a deal that just closes and one that sets up your long-term success.