The $40 Million Question We Almost Asked Too Late
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The $40 Million Question We Almost Asked Too Late
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Jim thought a liquidity event was still three or four years away—until he learned a roughly $40 million payday could happen the following year, creating about $30 million in capital gains.
Instead of assuming the tax bill was unavoidable, he spent $10,000–$15,000 to find out whether an out-of-state trust strategy could work while there was still time to put it in place.
That planning ultimately saved him millions in state income taxes and strengthened the estate structure for his family.
The lesson wasn’t to predict when the deal would happen—it was to understand which options could disappear before the LOI was signed.
If you’re approaching an exit and want a quarterback for decisions like these, see how we work with founders: https://www.hammerwealthgroup.com/contact