Mutiny Investing Podcast

42. Sean Wieland: Tax Free Business Exit

Aug 30, 2022

01:09:11

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Is There Any Restrictions Around Private Placement Life Insurance?

02:14

Is There a Minimum Sales Price for a Deferred Sales Trust?

05:02

How to Mimize Taxes on a Liquidity Event

01:36

Introduction

2min

What Does Exit Planning Really Mean?

3min

Are You Making the Biggest Mistakes in Selling Your Business?

2min

How Do You Accelerate the Liquidity Event?

3min

Are You Telling Me That Centralized Leadership Matters?

4min

Are You a Cross Disciplined Investor?

4min

The Mental Shift in Hedge Fund Management

2min

How to Mimize Taxes on a Liquidity Event

2min

What's the Pros and Cons of the Sales Trust?

2min

10.

How to Plan a Ten Million Dollar Business?

2min

11.

Investing in a 60 Forty Index Portfolio - Is That Tax Advantage?

2min

12.

What Are the Limitations of Taking Out a Loan?

2min

13.

Deferred Sales Trusts and Charitable Trusts

2min

14.

Investing in a Charitable Trust

3min

15.

Is There Any Restrictions Around Private Placement Life Insurance?

2min

16.

Life Insurance

2min

17.

Life Insurance - Is There a Limit to That?

3min

18.

Investing in Real Estate

2min

19.

Is There a Minimum Sales Price for a Deferred Sales Trust?

5min

20.

Investing in a Derivative Strategy

2min

21.

Captive Insurance

2min

22.

Having a High Return, Highball Strategy

2min

23.

Estate Planning

3min

24.

Investing in Real Estate

2min

25.

Investing in Diversified Portfolios

2min

26.

Is 60 Forty Portfolios a Good Investment?

2min

27.

You're Earning Their Trust Right Away

3min

28.

You Don't Like the Opera, or Like the a Fairy Tale

2min

29.

Mutiny Fun Podcast

2min

In this episode I talk with Sean Wieland, Founding Principal at Tannhäuser Financial.

We talk about:

Deferred Sales Trusts for business exit
Pre and Post sale of your business
Premium financing life insurance
Captive Insurance
401-H and more!

Here is the online illustration tool to compare any highly appreciated asset sale (exiting a business, commercial real estate / 1031 rescue, cryptocurrency, fine art, etc.)

I hope you enjoyed this conversation with Sean as much as I did!

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