Maximize Your Windfall, Minimize Your Risk
Thinking about selling a business or cashing out a major equity stake? This section breaks down Ron’s step‑by‑step process for structuring tax‑efficient exits, hedging concentrated positions, and mapping post‑sale cash flows. See how coordinated planning with your CPA and legal team turns a one‑time event into lasting financial freedom.
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.
Choosing between 1031 exchanges and deferred sales trusts is critical for $1M+ liquidity events. These strategies, backed by 40+ years of fiduciary expertise, compare tax deferral, flexibility, and reinvestment to secure wealth and legacy for entrepreneurs.
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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