Exit Without Regret: How to Sell Your Business and Keep More

Selling your business is one of the biggest financial turning points in your life—but without planning, you could lose 30–40% of its value to taxes. In this episode, Carol Dewey breaks down how to turn tax traps into tax savings so you can exit with confidence and without regret.

Carol shares real-life case studies of business owners who reduced their tax bills by millions using strategies like installment sales, charitable remainder trusts, deferred sales trusts, opportunity zone funds, and wealth replacement trusts. You’ll learn why the time to plan is before you sell—not after the ink is dry.

Whether you’re five years away from selling or already considering an exit, this episode will help you protect your wealth, provide for your family, and build a lasting legacy.

What You’ll Learn in This Episode:

• Why selling your business without tax planning could cost you up to 40% of its value
• How capital gains taxes and depreciation recapture impact your proceeds
• Deferral strategies that give you more time, flexibility, and income control
• The role of wealth replacement trusts in protecting your heirs
• The 3 essential steps to take if you’re within five years of an exit

Resources and Links:

📘 Free Download: 8 Key Drivers of Company Value

📅 Book your Complimentary Lifestyle & Legacy Assessment: Schedule with Carol

💬 Website: www.perpetualwealthfinancial.com

💬 LinkedIn: Carol Dewey

🎧 Listen & Subscribe: Available on Apple Podcasts, Spotify, and YouTube