Скачать или смотреть Smart Growth and Smart Exit Planning with David Flores Wilson

Show Notes Summary with Timestamps:

00:00: Introduction to David Flores Wilson and his background.

01:00: David discusses his personal journey growing up in Guam and learning the importance of good advisors after seeing his grandparents’ business mistakes.

05:00: Importance of mindset and lifelong learning in wealth management.

09:00: David's approach to exit planning—preparation and education years ahead of the sale.

15:00: Discussing different exit strategies including ESOPs and the tax benefits.

25:00: The conversation moves into more tactical tax strategies, including charitable remainder trusts (CRT), installment sales, and how to ensure you retain flexibility.

35:00: Brett and David discuss the Deferred Sales Trust and how it can be an excellent alternative for those looking to preserve liquidity, diversification, and tax deferral while still keeping options open.

45:00: David's advice on the importance of starting early and building the right advisory team.


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