Maximize Your Windfall, Minimize Your Risk
Selling a business or cashing out a major equity stake is a once-in-a-lifetime event. Get it wrong, and taxes can take a bigger cut than they should. Get it right, and you set yourself up for life. We’ll walk you through tax-efficient exit structures, how to handle concentrated positions, and planning your cash flow after the sale. We work alongside your CPA and legal team to make sure everything is coordinated.
A $10M business sale can transform wealth, but taxes and missteps threaten success. This case study, guided by 40+ years of fiduciary expertise, reveals how strategic planning, tax efficiency, and reinvestment secured a financial legacy for a $1M+ entrepreneur
A sudden $1M+ inheritance can transform or destabilize heirs without preparation. These strategies, backed by 40+ years of fiduciary expertise, reveal how to equip heirs with financial literacy, tax efficiency, and discipline to secure a lasting legacy.
Large stock payouts from $1M+ liquidity events are vulnerable to market swings. These strategies, backed by 40+ years of fiduciary expertise, reveal how options hedging—puts, collars, and covered calls—safeguards wealth for entrepreneurs and NIL athletes.
A $1M+ business exit is a high-stakes liquidity event, and a fiduciary advisor is your key to success. These strategies, backed by 40+ years of expertise, reveal how fiduciaries maximize wealth, minimize taxes, and secure legacies for entrepreneurs and NIL athletes.
Discover Ron McCoy’s expert approach to mapping post-sale cash flows, ensuring your liquidity event results in lasting wealth and financial security.
With a well-planned staggered sale, business owners can exit on their terms, preserving wealth while maintaining strategic control. Ron McCoy and Freedom Capital Advisors are ready to guide you every step of the way.
Ron McCoy shares strategic insights on using charitable trusts to minimize taxes and maximize philanthropic impact following a business sale.
With the right guidance and strategic planning, you can navigate the tax complexities of a business sale confidently. Ron McCoy and Freedom Capital Advisors are here to help you keep more of what you’ve built.
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