The $1.7 Million Tax Bill Nishey Refused To Accept
Case Study Summary
After more than twenty years of building his business, Nishey finally received the offer he had been waiting for — a buyer willing to pay $5 million. But before the deal closed, he discovered that nearly $1.7 million could be lost to capital gains taxes.
The Hidden Opportunity Before The Sale
One of the biggest mistakes business owners make is waiting until after the sale to think about taxes. By then, many planning opportunities have already disappeared. Working with his advisory team, Nishey explored strategies that could offset a significant portion of the capital gain and structured the transaction in a more tax-efficient manner.
Why Timing Matters
Selling a business is often a once-in-a-lifetime event. Unlike annual tax planning, the decisions made before a sale can permanently affect the amount of wealth you ultimately keep. The earlier planning begins, the more opportunities may be available.
The Lesson
For many business owners, the biggest tax savings opportunity doesn't happen after the business is sold — it happens before the paperwork is signed. Proactive planning helps preserve more of the proceeds from a lifetime of hard work.
Who This Strategy Is Best For
- ✓Business owners preparing for an exit
- ✓Investors selling highly appreciated stock
- ✓Individuals anticipating a large capital gain
- ✓Entrepreneurs planning for retirement
- ✓Families looking to preserve wealth after a major liquidity event
Explore Your Strategy
Speak directly with Rajiv Rebello to see how this strategy fits into your comprehensive tax plan.