Episode 95 - Business Exit Strategy with Justin Pitcock

In this episode of The Money PIG Podcast, Tim Goodwin sits down once again with the one and only Justin Pitcock to dive into the often-overlooked—but massively impactful—topic of business exit planningFrom small business tax strategies (like Section 1202), to donor-advised funds, installment sales, and ESOPs, this episode is packed with real-world advice on how to prepare years in advance to maximize your payout and minimize taxes. Whether you're transitioning to retirement, family succession, or a full-on sale, this conversation helps you think beyond just the sale itself—and into what you're retiring to, not just from.Justin shares powerful insights on how to:Save potentially millions in taxes with proper timing and structureAvoid common pitfalls and financial regretsUse tools like DAFs, tax loss harvesting, and equity rolloversPreserve your legacy, culture, and team through thoughtful succession planningAnd if you're wondering what learning Spanish, Pokémon cards, and artificial intelligence have to do with financial planning—well, you're in for a fun surprise.Read the blog that inspired this episode and download the guide: Blog link  Guide Link  Like, subscribe, and leave us a review if this resonated with you!Enjoy the episode?Subscribe, share it, and leave us a review on Apple or Spotify!For personalized financial guidance,  schedule an intro call with our team at Goodwin Investment Advisory in Marietta, Georgia . Our CFP® professionals can provide  advice and help you navigate how to invest your wealth and plan for your retirement. We’d love to help you live out your legacy! To learn more about the benefits and services we offer click here. Goodwin Investment Advisory is a Registered Investment Advisory firm regulated by the Securities and Exchange Commission in accordance and compliance with securities laws and regulations. Goodwin Investment Advisory does not render or offer to render personalized investment or tax advice through the Money PIG podcast. The information provided is for informational purposes only and does not constitute financial, tax, investment or legal advice