Mastering the Exit: Proven Strategies to Maximize Value and Reduce Taxes

Whether you advise business owners or run a business of your own, the landscape around transactions, valuations, tax law, and exit planning is changing fast.

Join guest speakers and us for a practical, candid conversation about positioning both your business and your real estate for a successful exit.

Here’s a preview of what we’ll cover:

• What private equity buyers look for in your financials and operations, and simple steps to increase valuation.
• How advanced estate and tax planning structures can help you keep more of what you’ve built before and after a liquidity event.
• Smart ways to use the 1031 exchange to reposition and preserve appreciated real estate.
• New pre-transaction opportunities created by the One Big Beautiful Bill Act.

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This event includes hosted third-party presentations. The views, opinions, and information presented by the guest speakers are solely those of the presenter as of the date of the publication, may change in response to changing circumstances and market conditions, and do not necessarily represent the views of Allworth Financial, LP.