top of page

Business Exit Planning
How to incorporate charitable giving as a tax reduction strategy during the sale of a business.


Life After the Business Sale
For a business owner looking to sell their business, putting advance thought to what you want to do with the next chapter in your life is as important as finding the right buyer and  the best price for your business. Planning for a life of purpose will take the same level of strategic thought and due diligence that was required to make your business a success. This article will focus on the necessary steps involved to make the best charitable impact from your business windfal
Laura Malone
13 hours ago3 min read


The Team You Need When You Sell Your Business
Making a decision to sell your business is filled with a blend of pragmatism, worry, hope and indecision. Business owners who have spent...
Laura Malone
Sep 95 min read


Using Charitable Giving to Reduce Capital Gains Tax on a Business Sale
After working for decades building their business and watching it grow through good times and tough circumstances, it's common for an owner to consider retirement and find a new buyer. A major concern for many sellers, however, is the significant tax they may owe on the sale, often referred to as the capital gains tax bite.
Laura Malone
Aug 253 min read
bottom of page