Seeing Around Corners: How Smart Legal and Tax Strategy Creates Enterprise Value

Описание: Most business owners focus on revenue, growth, and operations. Very few focus on the paper. And that’s where enterprise value is either protected… or quietly destroyed.

In Episode 6 of Rogue Wealth, Kris Garlewicz sits down with Emily Stubbs, Director of Legal Solutions at Visibility CFO & Tax Advisors, to explore how legal precision and tax strategy work together to build real, durable enterprise value.

They revisit the philosophy behind “Visibility” — why clarity inside your numbers, agreements, and structure creates optionality long before a sale ever happens.

This conversation dives into:
Why 100% bonus depreciation being permanent changes capital planning strategy
The real risks and leverage behind taking equity in lieu of payment
What private equity firms actually look for in founder-led businesses
Why noncompete language after a sale can define (or restrict) your next chapter
The power of multidisciplinary collaboration between legal, tax, and advisory professionals

Kris reinforces Rogue Wealth Rule #6: “If you don’t understand the paper, the paper owns you.”

This episode is about thinking ahead. About having the occasional conversations more often. About ensuring your advisors stay strategic — not just friendly. Because enterprise value isn’t built at closing. It’s built in preparation.

Learn more about Emily Stubbs and her team at Visibility CFO and Tax Advisors: https://www.visibilitycpa.com/

Chapters:
0:00 - Introduction
1:20 - The common roadblocks hitting business owners
4:22 - Private equity is looking for this
10:40 - Rogue Wealth Rule #6
16:23 - Taking equity in lieu of payment
21:22 - Non-competes and post-sale realities
27:15 - The emotionally misjudged moments
30:20 - Closing remarks