January 30, 2025
How to Get Your Exit Proceeds (Mostly) Tax Free
In The Trenches Podcast
Private Equity attorney Kevin Christmas and Tax attorney Brandon Bloom were featured on "In the Trenches," a podcast by Mineola Search Partners, where they delve into an often-underutilized tax mechanism that can significantly benefit acquisition entrepreneurs and their investors. In the episode, our attorneys guide listeners through the Qualified Small Business Stock (QSBS) tax benefit under the Internal Revenue Code, which has the potential to shield up to $10 million (or more) of exit proceeds per U.S. investor from federal taxes if certain requirements are met. Their insights are particularly valuable for the Search Fund community, shedding light on opportunities often overlooked by new and prospective searchers.