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Content provided by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
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201 \\ Selling Your Business? Why Private Equity is the Worst Option!

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Manage episode 473056604 series 3399967
Content provided by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Thinking about selling your business? The 2026 tax changes could cost you big if you don’t plan ahead. In this episode, we uncover a little-known strategy that helps business owners sell their companies tax-free while protecting their employees and legacy—Employee Ownership Trusts (EOTs).

You’ll learn:
✅ Why selling to private equity or a competitor could hurt your business
✅ How an EOT can help you cash out without paying capital gains tax
✅ How to keep your employees, company culture, and vision intact

If you're planning an exit, don’t wait until it’s too late! The 2026 tax reforms are coming fast, and the right strategy could save you millions.

Next Steps:

💰Pay Less in Taxes – Start Here! 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> [email protected]

📲 Follow me on IG @ the.tiffany.p.cpa

  continue reading

223 episodes

Artwork
iconShare
 
Manage episode 473056604 series 3399967
Content provided by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tiffany Phillips - CPA, Small Business Money Mentor, Financial Expert, Tiffany Phillips - CPA, Small Business Money Mentor, and Financial Expert or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Thinking about selling your business? The 2026 tax changes could cost you big if you don’t plan ahead. In this episode, we uncover a little-known strategy that helps business owners sell their companies tax-free while protecting their employees and legacy—Employee Ownership Trusts (EOTs).

You’ll learn:
✅ Why selling to private equity or a competitor could hurt your business
✅ How an EOT can help you cash out without paying capital gains tax
✅ How to keep your employees, company culture, and vision intact

If you're planning an exit, don’t wait until it’s too late! The 2026 tax reforms are coming fast, and the right strategy could save you millions.

Next Steps:

💰Pay Less in Taxes – Start Here! 💰

☎️ Are you overpaying in taxes every year? Schedule a FREE discovery call to find out!

📧 Contact Me --> [email protected]

📲 Follow me on IG @ the.tiffany.p.cpa

  continue reading

223 episodes

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