How year-end tax planning and tax filings impact business value and transition readiness.

Tax strategy is often treated as an annual accounting chore—a reactive exercise to minimize what you owe to the government by April 15th. However, when viewed through the lens of business ownership, transition, and long-term value creation, your tax return is one of the most powerful risk-management and valuation tools you possess.

In this session of the Business Owner Succession Strategy (BOSS) series, David Bastiaans breaks down how proactive year-end tax planning and clean financial reporting directly influence what your business is worth—and whether a buyer or successor can actually complete a transaction.

Join us to learn how to transform your tax function from a yearly compliance obligation into a driver of business value and transition readiness.

Cost: Free!  We will be collecting voluntary donations to a local charity!

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  • Time : 7:30 am - 9:00 am (America/New_York)

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