📝 THE EXIT FILES — Product Description

How to Sell Your Business Without Losing to the IRS

By Nicole Robinson — SRG Wealth Preservation LLC

Selling your business should be the biggest financial win of your life — not a tax disaster. But every year, countless business owners unknowingly structure their exits in ways that hand 20%–37% of their lifetime earnings to the IRS. The difference between a life-changing exit and a disappointing one often comes down to a single factor:

👉 Whether your tax strategy is designed before you sign the LOI.

The Exit Files reveals the exact blueprint high-net-worth founders, entrepreneurs, and business owners use to sell their companies tax-efficiently, strategically, and with maximum control. Drawing from the advanced frameworks inside your uploaded book — including capital gains neutralization, trust structures, and timing windows — this guide shows how to legally eliminate unnecessary taxes and protect your legacy.  

💡 Inside This Book, You Will Learn:

🔹 Why Most Business Owners Lose Millions at Exit

Your file explains how owners often “sign too soon” and “structure too late,” causing capital gains to become locked in. This book fixes that.  

🔹 The LOI Timing Window That Determines Your Fate

The Letter of Intent is the single most critical moment in the entire exit process — and after it’s signed, most tax-saving strategies vanish. Learn exactly what must be in place before negotiations begin.  

🔹 The Capital Gains Neutralizer™ Strategy

Reduce taxable appreciation from 100% to 0% by transferring your business into a Charitable Remainder Trust (CRT) before the sale — allowing the trust to sell tax-free.  

🔹 How to Replace Taxed Wealth With Tax-Free Wealth for Your Heirs

Using an ILIT (Irrevocable Life Insurance Trust), you can replace donated value and pass a 100% income- and estate-tax-free inheritance.  

🔹 How Dynasty Trusts Can Eliminate Estate Taxes Permanently

Protect your family’s wealth across multiple generations while shielding assets from divorce, lawsuits, creditors, and taxation.  

🔹 Why Most CPAs and Advisors Never Mention These Strategies

Not all advisors are trained—or allowed—to recommend advanced tax structures, leaving business owners unprotected. Learn what questions to ask and who to involve.  

🔹 Real Exit Scenarios & Outcomes

See how coordinated planning can save millions and how disorganized planning guarantees unnecessary tax loss.  

🎯 Who This Book Is For

✔ Business owners preparing for a sale

✔ Founders receiving unsolicited offers

✔ Entrepreneurs with highly appreciated companies

✔ Anyone considering a merger, acquisition, or equity exit

✔ Families wanting to preserve their wealth, not hand it to the IRS

✔ Owners whose CPAs never discuss trusts, LOI timing, or tax architecture

If you want to sell your business strategically, protect your wealth, and outsmart the IRS, this book is your essential roadmap.

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