The Exit Tax Mistake That Could Cost You Millions with Brett Swarts
Most founders spend decades building a valuable company but only a few hours preparing for the tax consequences of selling it.
Brett Swarts explains why that mistake can cost entrepreneurs millions. He shares how deferred sales trusts work, when founders should begin planning, why estate taxes are often ignored, and how successful exits require far more than financial preparation.
The conversation also explores the emotional side of selling a business, including why so many founders struggle after closing a deal and how intentional planning creates both financial freedom and personal fulfillment.
KEY TAKEAWAYS
• Begin planning your exit years before a sale, not weeks before closing.
• Capital gains taxes are only one piece of the equation; estate taxes can become an even larger issue.
• Deferred Sales Trusts allow entrepreneurs to defer taxes while maintaining investment flexibility.
• The best exit strategies are built before buyers appear.
• Always pressure-test aggressive tax strategies by asking about audits, track records, and legal opinions.
• Most entrepreneurs regret selling because they prepared financially, not personally.
• A successful exit requires clarity around purpose after the sale.
• Wealth should create freedom, not become the only goal.
• Family legacy deserves as much planning as financial legacy.
• Every founder should start with the end in mind.
Connect with Brett Swarts
Website: BrettSwarts.com
Capital Gains Tax Solutions: CapitalGainsTaxSolutions.com
Book: Building a Capital Gains Tax Exit Plan
LinkedIn: Brett Swarts on LinkedIn
📞 Office: (916) 886-2986
If you have a pending business sale or highly appreciated asset, you can also schedule a complimentary strategic consultation through Brett’s website.