Tax Efficient Exit Strategy for Business Owners
By ira
Learn how a tax efficient exit strategy for business can protect your proceeds. Compare sale structures, timing, and planning steps.
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Hire a Financial Advisor for Business Exit: 2026 Guide
By ira
Learn how to hire a financial advisor for business exit. Compare fees, ask the right questions, and plan taxes and retirement after your sale.
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How to Reduce Taxes on a Business Sale in 2026
By ira
Learn how to reduce taxes on a business sale with proven strategies like QSBS, installment sales, and CRTs. Plan your tax-efficient exit before you sell.
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Deferred Sales Trust: Build Wealth & Defer Capital Gains Tax
By ira
Deferred Sales Trust: Build Wealth & Defer Capital Gains Tax Welcome to Triathlon Partners At Triathlon Partners, led by Ira Koyner, also known as “The Original IRA,” we specialize in innovative financial strategies designed to help business owners, physicians, dentists, and individuals with asset-rich but cash-poor situations. The Deferred Sales Trust (DST) is one of
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TriathlonPartnersTV: Key Employee Retention & Succession Planning
By ira
Life insurance can create golden handcuffs for key employees. It is a tax efficient asset, and can provide a tax exempt payments when selling the firm. Watch the latest episode of Triathlon TV, and understand how to combine key employee retention/reward plans and succession strategies in a tax efficient vehicle. Additional resources Succession Planning Life
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Succession Planning: Insurance Can Fund Your BUYOUT
By ira
Succession Planning: Insurance Can Fund Your BUYOUT Combine a valuable benefit for your key employee and heir apparent, while funding your own buyout. Business continuity, key employee benefits and an exit strategy are important to the long-term success of a small business. These objectives can be accomplished by combining them into one strategy. Business continuity
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