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Alex Sentell

Serial entrepreneur and founding partner of Continuity Wealth Alliance, a tax advisory firm helping high-net-worth business owners plan for liquidity events.

Oct 2, 2026

19:06
Tell me about your daughter.
19:08
Yeah, so my daughter, she's a force.
19:12
She's a force of nature.
19:13
She's unbelievable.
19:15
She is 18 months old, almost 19 months old now, so still very young, but she's a Tasmanian devil.
19:24
She's full of energy.
19:26
She never stops.

9 MINS LATER

28:00
So now
3:00
But walk me through, how do you bring that wealth back into the business? Because that's what really stood out to me right now.
3:08
Yeah, there's two types of tax mitigation in our opinion.
3:11
It's ATM and CTM, annual tax and capital tax.
3:16
And so if the business owner in your ecosystem, Brian, you work with many business owners who are hoping to achieve an exit in the next three to five years.
3:26
Okay, that's the perfect time to start thinking about mitigating their annual tax.
3:31
It's also the perfect time to start thinking about entity structuring and planning for that capital tax mitigation for the liquidity event.
3:41
Because if you wait until the LOI is signed, as you well know, then you're... you're essentially running out of options.
7:55
But, you know, what, what do you say to those that are, you know, typically Why is that such a costly mistake for most that rely on a sole source advisor, specifically a tax preparer versus a tax planner?

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