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Article – Taxes on Insider Transactions…The Greatest Discount on Value

Presented by: Ryan Barradas


In this article, Ryan Barradas discussed the impact of income and capital gains taxes on insider transactions and provides various strategies that may help to mitigate the tax problem. While most entrepreneurs are concerned with discounts to their business value (customer concentration, poor financial controls, etc.), one often overlooked discount to realize value is how much income and capital gains taxes will be paid on a monetization event. There are certain strategies that can help to mitigate taxes that all entrepreneurs should evaluate when it comes to monetizing their business. This article covers those strategies and provides analysis for the various options discussed.

Topics Covered:

  • Ownership succession planning strategies
  • Tax mitigation
  • Impact of taxes when monetizing your business
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