Nick welcomes guest, Matt Chancey, to discuss the intricacies of tax planning for high-net-worth individuals, particularly focusing on strategies to minimise taxes during significant liquidity events such as selling a business.

Matt shares insights on how to strategically plan for such events, emphasising the importance of early preparation and collaboration with a team of expert advisors. They delve into the concept of tax alpha solutions, exploring how investing in real estate and other tax-efficient strategies can help individuals retain more of their wealth. 





KEY TAKEAWAYS

Planning for tax implications before selling a business is crucial to maximise wealth preservation.

Building a Dream Deal Team: Assembling a team of experts early on, including lawyers, CFOs, and tax advisors, is essential for a successful business sale.

Investing in real estate can provide tax benefits and wealth preservation opportunities for business owners.

Risk Management in Investments: Understanding the risks involved in real estate investments and implementing strategies to mitigate them is key to success.

Early Planning for Tax Strategies: Starting tax planning strategies early, such as investing in qualified small business stock, can lead to significant tax savings in the long run.





BEST MOMENTS

"The reasons that these things exist in the IRS code are based on really simple concepts based on economic growth and expansion. The government believes if you pay taxes, they take the money, and then they redistribute wealth based on whatever we do with our, you know, our budget." 





GUEST RESOURCES

Matt Chancey - https://www.mattchanceylive.com/home1615404071938





VALUABLE RESOURCES

FREE TRAINING:

Below, I cover 3 Simple Scaling Systems that will help you build a business that provides more freedom, makes you more money, and sets you up for total financial independence.

https://go.highvalueexit.com/training

FREE DOWNLOAD:

"Exit For Millions Blueprint” - This blueprint will help uncover gaps across 15 danger areas that could sabotage your dream of achieving a life-changing exit.

https://go.highvalueexit.com/opt-in





Nick’s LinkedIn: https://highvalueexit.com/li





Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies.

He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits.

Nick welcomes guest, Matt Chancey, to discuss the intricacies of tax planning for high-net-worth individuals, particularly focusing on strategies to minimise taxes during significant liquidity events such as selling a business.
Matt shares insights on how to strategically plan for such events, emphasising the importance of early preparation and collaboration with a team of expert advisors. They delve into the concept of tax alpha solutions, exploring how investing in real estate and other tax-efficient strategies can help individuals retain more of their wealth. 
 
 
KEY TAKEAWAYS
Planning for tax implications before selling a business is crucial to maximise wealth preservation.
Building a Dream Deal Team: Assembling a team of experts early on, including lawyers, CFOs, and tax advisors, is essential for a successful business sale.
Investing in real estate can provide tax benefits and wealth preservation opportunities for business owners.
Risk Management in Investments: Understanding the risks involved in real estate investments and implementing strategies to mitigate them is key to success.
Early Planning for Tax Strategies: Starting tax planning strategies early, such as investing in qualified small business stock, can lead to significant tax savings in the long run.
 
 
BEST MOMENTS
"The reasons that these things exist in the IRS code are based on really simple concepts based on economic growth and expansion. The government believes if you pay taxes, they take the money, and then they redistribute wealth based on whatever we do with our, you know, our budget." 
 
 
GUEST RESOURCES
Matt Chancey - <a href="https://www.mattchanceylive.com/home1615404071938">https://www.mattchanceylive.com/home1615404071938</a>
 
 
VALUABLE RESOURCES
FREE TRAINING:
Below, I cover 3 Simple Scaling Systems that will help you build a business that provides more freedom, makes you more money, and sets you up for total financial independence.
<a href="https://go.highvalueexit.com/training">https://go.highvalueexit.com/training</a>
FREE DOWNLOAD:
"Exit For Millions Blueprint” - This blueprint will help uncover gaps across 15 danger areas that could sabotage your dream of achieving a life-changing exit.
<a href="https://go.highvalueexit.com/training">https://go.highvalueexit.com/opt-in</a>
 
 
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">https://highvalueexit.com/li</a>
 
 
Nick Bradley is a world-renowned author, speaker, and business growth expert, who works with entrepreneurs, business leaders, and investors to build, scale and sell high-value companies.
He spent 10+ years working in Private Equity, where he oversaw 100+ acquisitions, 26 exits, and over $5 Billion in combined value created. He has one of the top-ranked business podcasts in the UK (with over 1m downloads in over 130 countries). He now spends his time coaching and consulting business owners in building and scaling high-value business towards life-changing exits.

Welcome to “Scale Up with Nick Bradley”.

In this podcast, we will show you how to scale up your business and your life! So you can achieve greater freedom, wealth and impact, and live life on your terms.

Ranked #1 business podcast in the U.K. on iTunes and Spotify, we will help you go from start-up to scale-up and beyond:
How to significantly grow your business; how to create commercial strategies that drive predictable revenue; how to leverage systems and processes to free you up from day-to-day operations; how to raise funding and investment; how to generate fast scale via business acquisitions; how to exit your business for life-changing money; ultimately, how to build your empire!

You can only scale a business to the level of your identity, so week in and week out we'll be bringing you inspiring guests to help you on your journey. You see, it's not just about spreadsheets and strategies ... it's about mindset, skillset, purpose and belief - learning from people doing extraordinary things, and making a bigger impact - so you can too.

Introducing your host - entrepreneur, investor and scale-up specialist, Nick Bradley:
- Over 10 years in Private Equity
- 117 acquisitions
- 25 business exits
- $5.3bn in deals
- #1 ranking business podcast in the UK … over 600,000 downloads in 130 countries
- “In business and in life - be grateful, be brave, have faith, show up!"

Contact details:

Work with Nick: https://highvalueexit.com

Nick’s Facebook page: https://highvalueexit.com/fb

Nick’s LinkedIn: https://highvalueexit.com/li

Nick’s Instagram: https://highvalueexit.com/ig

Welcome to “Scale Up with Nick Bradley”.
In this podcast, we will show you how to scale up your business and your life! So you can achieve greater freedom, wealth and impact, and live life on your terms.
Ranked #1 business podcast in the U.K. on iTunes and Spotify, we will help you go from start-up to scale-up and beyond: How to significantly grow your business; how to create commercial strategies that drive predictable revenue; how to leverage systems and processes to free you up from day-to-day operations; how to raise funding and investment; how to generate fast scale via business acquisitions; how to exit your business for life-changing money; ultimately, how to build your empire!
You can only scale a business to the level of your identity, so week in and week out we'll be bringing you inspiring guests to help you on your journey. You see, it's not just about spreadsheets and strategies ... it's about mindset, skillset, purpose and belief - learning from people doing extraordinary things, and making a bigger impact - so you can too.
Introducing your host - entrepreneur, investor and scale-up specialist, Nick Bradley: - Over 10 years in Private Equity - 117 acquisitions - 25 business exits - $5.3bn in deals - #1 ranking business podcast in the UK … over 600,000 downloads in 130 countries - “In business and in life - be grateful, be brave, have faith, show up!"
Contact details:
Work with Nick: <a href="https://highvalueexit.com">https://highvalueexit.com</a> 
Nick’s Facebook page: <a href="https://highvalueexit.com/fb">https://highvalueexit.com/fb</a>
Nick’s LinkedIn: <a href="https://highvalueexit.com/li">https://highvalueexit.com/li</a>
Nick’s Instagram: <a href="https://highvalueexit.com/ig">https://highvalueexit.com/ig</a>

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