Business ExitTax Planning
Selling a business, going public, or stepping away from a partnership isn't just a transaction—it's a turning point. How you approach the tax side directly influences what you take home.
Why Business Exit Tax Planning Matters
When the stakes are high, leaving taxes as an afterthought can result in costly surprises. Business exit tax planning is about more than minimizing liabilities—it's about designing smart strategy that aligns with your broader financial goals and legacy intentions.
Whether you're leading an IPO, pursuing M&A, or executing a private sale, Richmond Street Advisors specializes in protecting your hard-earned value and positioning you for what's next.
Protect Hard-Earned Value
Leaving taxes as an afterthought can result in costly surprises that erode years of business building.
Strategic Deal Alignment
Smart planning ensures tax strategy aligns with broader financial goals and legacy intentions.
Timing is Everything
Effective exit planning starts well before a deal is on the table, capturing every available opportunity.
Exit Types We Support
Comprehensive tax planning assistance across all major business exit scenarios
Mergers and Acquisitions
Strategic tax planning for M&A transactions to optimize deal structure and minimize tax impact.
IPO Readiness & Share Liquidity
Comprehensive planning for public offerings and equity liquidity events.
Founder & Shareholder Transitions
Strategic planning for ownership transitions and founder exits.
Asset & Equity Sales
Optimizing tax treatment for direct asset and equity dispositions.
Private Equity Roll-ups & Strategic Exits
Specialized planning for PE transactions and strategic business exits.
Smart Timing, Strong Outcomes
Effective business exit tax planning starts well before a deal is on the table. Our role is to build a roadmap that captures every available opportunity—whether that means optimizing QSBS eligibility, reworking entity structure, or spreading gains across future tax years.
Qualified Small Business Stock (QSBS) Exclusions
Maximizing Section 1202 benefits for up to $10 million in tax-free gains
Installment Sale Techniques
Spreading gain recognition across multiple tax years for optimal tax rates
Shareholder-Level Structuring
Optimizing entity structures before and during exit transactions
Gifting & Estate Strategies
Coordinating valuation events with wealth transfer planning
Charitable Giving Options
Tax-efficient charitable strategies that serve multiple purposes
Early Planning Advantage
The best exit strategies begin years before the actual transaction. Early planning allows us to implement structures and strategies that maximize value and minimize tax impact.
Who We Work With
Each situation is distinct, so our business exit tax planning services are always custom-tailored to specific goals and tax profiles
Startup Founders
Founders preparing for acquisition or exit events requiring strategic tax planning for maximum value preservation.
Venture-Backed Shareholders
Shareholders in venture-backed companies navigating complex equity structures and liquidity events.
Business Owners
Owners selling to family members, key employees, or third-party buyers with succession planning needs.
Retiring Partners
Partners retiring from multi-member firms requiring strategic exit planning and income smoothing.
Executives with Liquidity Events
C-suite executives facing significant equity compensation events or company transaction participation.
Why Choose Richmond Street Advisors
We're not just tax experts—we're strategic partners. Richmond Street Advisors brings experience in deal-side planning, collaboration with legal teams, and insight into the constantly changing tax landscape.
Deal-Side Expertise
Deep experience in high-value exits and complex liquidity transactions
Team Collaboration
Seamless integration with your attorneys, bankers, and advisory team
Proactive Planning
Early-stage tax modeling and scenario planning for optimal outcomes
With the right business exit tax planning, you can unlock more value from your efforts—and step into the next chapter with peace of mind.
Strategic Partnership Approach
Whether you're preparing for a business sale, IPO, or other transition, now is the time to communicate. We bring both technical expertise and strategic insight to every engagement.
What We Bring to Your Table
Our business exit tax planning services ensure that tax strategy enhances rather than hinders your transaction goals. We understand that every exit is unique and requires tailored solutions.
Clear, client-first communication ensures you understand every aspect of your exit strategy.
Plan Your Business Exit with Confidence
Reach out to Richmond Street Advisors today to begin planning with purpose. With the right business exit tax planning, you can unlock more value from your efforts and step into the next chapter with peace of mind.