A Tax Smart Exit Ft. Ed Cotney

Most owners focus on growing value but give far less attention to how that value will ultimately be taxed. The result is often a successful sale that delivers far less than expected. In this episode, tax attorney Ed Cotney joins Pat and Walter to walk through how thoughtful tax planning changes outcomes—not just at closing, but years in advance. This conversation brings clarity to where tax strategy should begin, how deal structure influences net proceeds, and why waiting too long limits your options. In this episode, we cover: Why tax planning is a pre-sale strategy, not a year-of-sale exercise Common structural mistakes that reduce after-tax proceeds How different exit paths (sale, ESOP, transfer) impact tax outcomes What owners should be doing now to preserve flexibility later Guest: Ed Cotney, Tax Attorney Connect with guest: https://www.linkedin.com/in/edward-cotney-14552412/ Conversations that move you closer to a regret-proof exit. Subscribe To The Channel By Clicking HERE! Learn more about working with Pat and Walter at ennislp.com Connect with Pat: linkedin.com/in/pat-ennis-25b4a111/ Connect with Walter: linkedin.com/in/walter-deyhle-cpa-abv-cff-maff-cexp-cepa-57386614/ #PatEnnis #WalterDeyhle #ExitReadiness DISCLAIMER: The information in this presentation is provided as education only. Neither the presenter nor ENNIS Legacy Partners is engaged to render legal, accounting, or other professional services. Consult a qualified professional for advice specific to your situation. ENNIS Legacy Partners assumes no legal liability for any loss related to information contained in this presentation.