Roadmap
The Business Owner's Wealth Extraction Roadmap
Your business generates revenue. The question is how much of it actually becomes your wealth, and how much disappears to taxes, poor entity structure, or an exit you never planned for. This roadmap covers the decisions that shape how much of it you keep.
For entrepreneurs doing $500K+ in annual revenue or planning a transition within 5 years.
What's inside
Business Valuation
- Do you have a current, independent business valuation?
- Have you identified the value drivers a buyer will care about most?
Entity Structure & Tax Positioning
- Is your entity structured to minimize the tax impact of a sale?
- Have you evaluated Qualified Small Business Stock (QSBS, Section 1202)?
- Are you using an IDGT or estate vehicle to transfer interests?
Cash Flow & Income Replacement
- Do you know your post-exit income need?
- Have you modeled the after-tax proceeds?
Succession & Continuity
- Do you have a written succession plan?
- Do you have a buy-sell agreement with your partners?
The Advisory Team
- Do you have all four: financial planner, CPA, estate attorney, and M&A advisor?
- Are all four working from the same playbook, or operating in silos?
...plus valuation methods, internal vs. external sale vs. ESOP, installment sales, charitable remainder trusts, and a plan for the proceeds.
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The wealth extraction plan your advisor should have built on day one.
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