Maximize Net Proceeds: The Planning Window Sellers Miss
Maximizing the proceeds from selling a Canadian business starts years before a buyer ever appears. This podcast explores the critical tax planning window that many business owners miss and explains why decisions made 24 to 36 months before an exit can have a significant impact on the amount of wealth an owner ultimately keeps. The discussion focuses on the Lifetime Capital Gains Exemption, qualified small business corporation requirements, share purification, ownership structures, family trusts, estate freezes, and the tax differences between share and asset sales. It also looks at alternative minimum tax, capital gains reserves, purchase price allocation, and cross-border considerations, helping owners understand why tax strategy needs to be modelled and implemented well before negotiations begin. The central message is simple: tax planning is not a closing-day exercise. Proper preparation can protect valuable exemptions, improve the after-tax outcome, and ensure the transaction is structured around the owner's long-term financial goals rather than simply the headline purchase price. For Canadian business owners considering an eventual exit, the planning window starts much earlier than most expect. Explore more insights, guides, and resources at redacted (redacted