Everyone loves the headline number on a business exit.

The sale price. The valuation. The story that makes the room go quiet.

But Brett Swarts wants owners looking at the number that comes after tax. Because a big exit can become a quiet surrender if the tax plan shows up after the deal is already moving.

In this episode of Fiduciary Alchemy, Craig Andrews talks with Brett Swarts, founder of Capital Gains Tax Solutions, about the planning that high-net-worth entrepreneurs need before selling a business, real estate, stock, or other appreciated assets. Brett breaks down why owners need to know the rules of the game before the exit, not after the wire hits.

They discuss why a CPA who reports history may not be the same person who builds strategy, why QSBS can be worth exploring years before a sale, and how deferred sales trust planning can create flexibility for owners who want the next chapter to be active, passive, or something in between.

Brett also makes the estate-tax problem hard to ignore. For families with significant wealth inside a taxable estate, the issue is not abstract. It can determine whether the next generation keeps the asset, sells under pressure, or watches legacy get converted into a tax bill.

Craig and Brett close on a practical point: nobody will care more about your taxes than you. The right team matters. Timing matters. And the conversation should start before the exit is close enough to feel real.

Want to learn more about Brett Swarts' work? Visit Capital Gains Tax Solutions at https://capitalgainstaxsolutions.com/.

Connect with Brett Swarts on LinkedIn at https://www.linkedin.com/in/brett-swarts/.

Think you'd be a great guest on the show? Apply at https://fiduciaryalchemy.com/podcast/apply/.

Want to learn more about Craig Andrews' work? Check out https://fiduciaryalchemy.com/.