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: https://youtu.be/2I68fXD953g

Episode 2: https://youtu.be/-YsbkeOzKfQ

Episode 3:https://youtu.be/12-tki9P4P0

Episode 4: https://youtu.be/1dW7PrY_V-Y

Episode 5: https://youtu.be/cH7N6Yi4emg

Episode 6: https://youtu.be/n2Y_VjUlDKA

Episode 7: https://youtu.be/oEQCHtL3bnA

Episode 8: https://youtu.be/XpT_wlwSO8A

Episode 9: https://youtu.be/b97whlzdl3g

Episode 10:https://youtu.be/z81dWYndh64

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

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.

Stephen Stafford

Stephen Stafford, J.D., LL.M.