Tax-Efficient Exit Planning on Main Street

Did you know you can buy our sell a business without needing to secure financing, and without paying brokerage commissions or six figures in taxes? For many small business owners, a good CPA, a pension advisor and business attorney is all you need!


Here, our resident Financial Planner, Sara Stiles, discusses a simple method for closely-held business owners to exit their business in a tax and cost-efficient manner.


Click HERE for more information about simplified succession planning.


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