All Business is Personal | Episode 12 | Pre-Sale Due Diligence and Tax Planning

In this video, hosted by Partner Stephen Stafford, we’re going to look at Pre-Sale Planning opportunities in a two-part episode: first, in this video Steve will cover some proactive, Pre-Sale Due Diligence opportunities that can help solidify the value and the sale price, and in the next video, we will cover some Pre-Sale Tax Planning Opportunities that can help the Business Owner and their family – or favorite charity – hold on to more of the net sales proceeds! Click below to watch part one of the video and stay tuned for part two! As a reminder, you can catch up on past episodes on our website or YouTube channel.

Click below to view other episodes in the series:

Episode 1 – Introduction: https://youtu.be/2I68fXD953g

Episode 2 – C Corporations: https://youtu.be/-YsbkeOzKfQ

Episode 3 – S Corporations: https://youtu.be/12-tki9P4P0

Episode 4 – Limited Liability Companies: https://youtu.be/1dW7PrY_V-Y

Episode 5 – Liability Protection: https://youtu.be/cH7N6Yi4emg

Episode 6 – Financial & Tax Planning: https://youtu.be/n2Y_VjUlDKA

Episode 7 – Employees and Human Capital: https://youtu.be/oEQCHtL3bnA

Episode 8 – Business Contracts and Licenses: https://youtu.be/XpT_wlwSO8A

Episode 9 – Intellectual Property, Trade Secrets, Website, Social Media: https://youtu.be/b97whlzdl3g

Episode 10 – Real Estate Planning and Office Leases: https://youtu.be/z81dWYndh64

Episode 11 – Succession Planning: https://youtu.be/TjRr1PRV6vk?si=OFEVHYH__auAwpjW

Episode 13 – Pre-Sale Due Diligence and Tax Planning Part Two: https://youtu.be/SKvWDdeve5Q

Episode 14 – Selling the Company: https://youtu.be/H-R8p10Cklg

Episode 15 – Estate Planning for the Owners: https://www.youtube.com/watch?v=s2N4T8FIWzw

As a reminder, this video and all of the other videos in this series are for EDUCATIONAL AND INFORMATION PURPOSES ONLY, AND SHOULD NOT BE TAKEN AS LEGAL OR TAX ADVICE.