Plan Early or Pay Later

What if waiting to plan your exit could cost you millions?In this episode of The Phil Palumbo Podcast, Phil sits down with Jason Marx, tax attorney and estate planning expert, to break down the critical strategies business owners must understand before selling their company. From succession planning to advanced tax strategies like QSBS and SLATs, Jason explains how early planning can protect your wealth, preserve your business value, and set your family up for generations.You’ll learn why most founders wait too long, what that mistake really costs, and how to think differently about your exit before it’s too late.Key takeaways:Why succession planning protects both valuation and continuityHow pre-exit tax strategies can save millionsThe power of estate planning to build multi-generational wealthIf you’re building something valuable, don’t wait until the finish line to protect it. This conversation might change how you think about your entire exit strategy.