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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.
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Oct 2, 2026
EP 118: Are You Prepared For A Blessing? | Alex Sentell
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19:15Alex SentellGUEST
She is 18 months old, almost 19 months old now, so still very young, but she's a Tasmanian devil.
9 MINS LATER
Tax Strategy w/ Alex Sentell
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3:00Brian FrancoHOST
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.
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3:16Alex SentellGUEST
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.
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3:26Alex SentellGUEST
Okay, that's the perfect time to start thinking about mitigating their annual tax.
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3:31Alex SentellGUEST
It's also the perfect time to start thinking about entity structuring and planning for that capital tax mitigation for the liquidity event.
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3:41Alex SentellGUEST
Because if you wait until the LOI is signed, as you well know, then you're... you're essentially running out of options.
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7:55Brian FrancoHOST
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?
