Poised for Exit
Welcome to the Poised for Exit podcast! Poised for Exit is an under 30-minute strategic planning guidance podcast for busy small business owners. Each week you’ll hear certified exit planning advisor, Julie Keyes, talk with a range of entrepreneurs and professionals about preparing your business for a future transition. Guests at every stage of company ownership will share their personal stories and lessons learned about topics such as the anatomy of the exit planning process, developing a growth strategy, how to sell on your terms, exit planning for women small business owners, handling business diversity, and how to sell a family business. Whether you’re planning an exit in the near future or not, this show will provide you with the same action-oriented content that Julie utilizes while consulting with Keyestrategies clients. Building an exit strategy can be overwhelming, especially with all the decisions and details you have to consider. “Poised for Exit” will simplify the process and help you unwrap the unknowns, giving you more confidence in your planning process. Previous episodes are available for download, so if you are new to our show, you can listen to them in any order that suits you. Join us each week for timely, relevant content that will surely impact your business exit outcome! Subscribe to our newsletter below to receive your weekly episode link and stay updated on new strategic planning content. Find “Poised for Exit” on Spotify, Apple Podcasts, Google Play, iHeart Radio, Amazon Music, and others. Thank you to our Sponsors: Sunbelt Business Advisers and JAK CPA's. A special note of thanks to Tyler Keyes who produced the music for the “Poised for Exit” show.
Poised for Exit
167 - Trading Capital Gains for Charitable Gains
Trading Capital Gains for Charitable Gains
Today we had the privilege of speaking with Tyler Van Eps, a Charitable Giving Strategist for the National Christian Foundation.
Tyler's lifelong interest in converging ministry with the marketplace eventually lead him to NCF's Twin Cities branch, where he works alongside the advisors of business owners and the owners themselves in constructing ways for the owners to live out their desire for being generous, while utilizing tax saving strategies at the same time!
The IRS provides various tax incentives within the tax code for owners who wish to give a portion of their wealth to charity. Utilizing NCF's "Gift Illustration" services can be extremely beneficial for owners to understand what their options are based upon the types of assets they own, with scenarios that show how they can maximize their gift and minimize their tax liability in a creative, innovative way.
Many Entrepreneurs tend to be givers, and adding value to the world seems to be an innate trait that many owners possess, which could be why so many wish to continue producing work after they're 'supposed to be' retired.
The National Christian Foundation does not operate in a silo, but collaborates with other advisors on the owner's team as kind of a silent partner. They're in the background working with the other advisors to customize a giving plan that resonates with what's really important to the owner, utilizing hard earned equity dollars for purposes that can do so much more than overpaying to Uncle Sam.
You can find Tyler Van Eps @nationalchristianfoundation
and here.
Connect with Tyler Van Eps here and Julie here
Thank you to our show sponsors! Dayta, JAK, Sunbelt Business Advisors and Trust Point
Connect with Julie Keyes, Keyestrategies LLC
Founder, Consultant, Author, Pod-caster and Instructor