How does a $400 million capital gains tax exclusion sound?
In this breaking update, tax strategist Garry Whitfield returns to MaxValue to unpack game-changing revisions to QSBS (Qualified Small Business Stock) following a newly signed federal bill. From raised asset thresholds to tiered holding periods and smarter exit strategies, this episode dives deep into how these enhancements can radically impact startup founders, investors, and exit planners.

You'll learn:
- What changed under Section 1202 of the Internal Revenue Code and why it matters
- Real-world examples of how these updates can create massive tax-free opportunities
- Advanced structuring tips for LLCs and C-Corps that maximize QSBS benefits
- Why the expanded $75M cap opens the door to strategic share issuance
- How Garry’s personal passion fuels his professional precision

What does it take to exit your business successfully? In this in-depth conversation, wealth advisor Sarah Raven and valuation expert Ben Towne explore the full spectrum of exit planning—from business readiness and financial strategy to emotional preparedness and long-term vision. Whether you're years away from selling or just beginning to think about life after ownership, this series walks you through the three critical pillars of exit planning: business value, personal goals, and financial planning.

Through analogies, real-life examples, and practical advice, Sarah and Ben break down key concepts like the readiness gap, value gap, wealth gap, and legacy planning. They share insights on navigating the emotional complexity of transition, structuring deals, building a strong advisory team, and preparing for what comes next. This is more than a checklist—it’s a blueprint for business owners who want to maximize value, avoid costly missteps, and exit on their own terms.

In this closing conversation, Bekah Zsiga reflects on how flexible, remote work makes it possible to balance a fulfilling career in business valuation with active family life—something that once felt out of reach. She shares how continuous learning, meaningful client relationships, and a supportive team culture contribute to deep job satisfaction. Becca and I conclude with personal reflections on how part-time work models create real benefits for both professionals and firms.