Exit Planning, Selling Your Business, and Family Offices with Josh Pearce

Описание: Selling a business is one of the most complex decisions an entrepreneur will face, yet many founders wait too long to prepare. In this episode, Jerry Spitzer and M&A corporate lawyer Josh Pearce break down the full exit planning process, from early preparation to post-sale asset management through family offices. Learn how strategic planning, diligence, and the right mindset can maximize value and minimize risk.

In this episode:
• The importance of starting exit planning early, as most founders never truly prepare.
• How an exit readiness audit can guide the best path forward, whether selling, transitioning to family, or exploring private equity.
• The common misconception that selling a business is simple and why buyers scrutinize every detail.
• How diligence and risk affect pricing and deal terms, requiring a shift from building a business to selling one.
• Prediligence steps 12 to 24 months out, including corporate hygiene, commercial foundations, financial credibility, people and IP matters, and regulatory cleanup.
• The high cost of delaying fixes and how last-minute issues can reduce deal value.
• Qualified Small Business Stock (QSBS) opportunities, including eligibility, tax-free benefits, stacking strategies, and holding period considerations.
• Fractional family offices and how they support ongoing asset management, tax planning, and operations for families with $20 million or more in assets.

Selling a business is not just a transaction. It is a transformation that requires preparation, diligence, and strategic thinking. By understanding exit readiness, leveraging tax opportunities like QSBS, and planning for ongoing wealth management through family offices, entrepreneurs can secure their legacy, optimize deal value, and create long-term financial security.

#exitplanning #sellingabusiness #familyoffices #QSBS #entrepreneurship #businessgrowth #wealthmanagement


Make sure to connect with Josh:

Website: https://www.bressler.com/people-joshu...
LinkedIn:   / japearce  

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About Gerry Spitzer:

Gerry Spitzer is an expert in ESOPS and exit planning for business owners. As co-founder of Questar Capital Partners, he helps founders design tax-efficient exit strategies that preserve legacy, reward employees, and maximize value. With 30+ years in wealth management, Gerry works with companies generating $20M–$300M in revenue, guiding them through complex succession and liquidity events.

📞 Connect with Gerry
✉ [email protected]
📱 850-655-6500
🌐 https://www.questarcap.com/
🔗 LinkedIn:   / gerry-spitzer-cpwa%c2%ae-cepa%c2%ae-2472895