Selling your business may be the single largest financial event of your life. Done well, it can provide financial freedom, family security, and a lasting legacy. Done poorly, it can mean unnecessary taxes, missed opportunities, and regret.
At Compound Advisory, we guide business owners through a structured, tax-aware exit strategy that helps them keep more of what they’ve built and invest it wisely for the next chapter.
There are three key principles we follow to help maximize your business exit:
When you sell, it’s not what you get paid—it’s what you keep.
Business sales trigger a wide range of taxes: capital gains, depreciation recapture, state income tax, and in some cases estate or gift tax issues. Without proactive planning, these can erode millions from your proceeds.
That’s why we build strategies around tax mitigation—from QSBS (Qualified Small Business Stock) exclusions, to 1042 ESOP rollovers, to charitable trusts and other advanced techniques. Each plan is customized to reduce unnecessary tax drag and protect the wealth you’ve worked decades to build.
The sale is not the finish line—it’s a transition.
Many business owners move from an asset they understand (their business) to liquid wealth that feels unfamiliar. The biggest mistake? Failing to match that wealth to their personal goals and risk tolerance.
Our Compound Cultivator™ framework helps you translate business equity into a clear wealth plan:
Establishing the right cash reserves for peace of mind.
Designing investment strategies to support your lifestyle.
Creating generational wealth or philanthropy if desired.
This ensures your exit doesn’t just end a chapter, but funds the life you’ve always envisioned.
Markets, taxes, and life circumstances will change. Your exit strategy should be built to adapt.
We use dynamic allocation and harvesting strategies so your portfolio can adjust to changing market climates. We also consider liability protection, estate structures, and succession planning to shield your wealth from risks—both personal and systemic.
Flexibility today means confidence tomorrow.
As fiduciaries, our role is to advocate for you, not a product or transaction. We work with your legal and tax professionals to build a plan that integrates every layer of your financial life.
👉 Ready to explore how to exit your business on your terms? [Start Your Business Exit Assessment™]
