Founders may spend years building the value of a business, only to face some of their most consequential decisions within weeks of a sale.
What happens during that brief window can shape a family’s wealth for decades.
In a recent Forbes article, Sharon Olson, CFP®, CEPA, explains how a Section 1045 rollover works, where founders and investors can encounter challenges, and why it should be considered as one part of a broader exit and reinvestment strategy coordinated with tax and legal professionals.
For those approaching a liquidity event, the takeaway is straightforward: Planning well before the sale may create more options when timing matters most.