How Smart Exits Eliminate Capital Gains and Preserve Momentum

In this episode, we sit down with Brett Swarts, founder of Capital Gains Tax Solutions, to unpack how founders, investors, and advisors can exit assets without watching 20–50% disappear to capital gains taxes.Brett breaks down the Deferred Sales Trust and explains how it differs from traditional strategies like 1031 exchanges, why timing and flexibility matter more than ever, and how smart exits preserve momentum for the next chapter.This conversation covers:Why capital gains tax is the biggest hidden cost in exitsDeferred Sales Trust vs. 1031 exchangesHow founders, Bitcoin holders, and real estate investors exit strategicallyWhy most “passive income” strategies still trap ownersHow exit planning impacts legacy, estate taxes, and family wealthWhy solving tax problems helps M&A advisors win more dealsThis episode is essential for founders, dealmakers, M&A advisors, real estate investors, and anyone preparing for a major liquidity event.Curious what your business is worth? Request your free valuation at famergers.comDisclaimer: Joshua Wilson is a licensed Florida real estate broker and holds FINRA Series 79 and Series 63 licensure. The Deal Podcast is presented by FA Mergers and is produced for informational and educational purposes only. Nothing discussed constitutes investment advice, legal or tax advice, a solicitation, or a recommendation to buy or sell any security or to pursue or avoid any transaction. All views and opinions expressed by the hosts, co-hosts, and guests are their own and do not necessarily reflect the positions of FA Mergers, One Iron Network LLC, any regulatory agency, or any employer. Listeners should consult their own legal, financial, and tax professionals before making any business, financial, or transaction decision. This podcast does not constitute a solicitation or recommendation for any financial products or services.Let's Connect on LinkedIn:https://www.linkedin.com/in/joshuabrucewilson/To Contact Us, Please Visit:https://www.thedealpodcast.com/contact/