VIDEO: How to mitigate your tax burden after selling your business
Posted on January 28, 2025 by Blake Backer
Jeff Feinstein, our Managing Partner, was recently joined by Steve Stroud, Senior Wealth Manager at Three Bell Capital, to discuss how business owners and operators who recently sold a business can mitigate their tax burden.
You can watch the full video to learn more about:
- How Three Bell Capital advises entrepreneurs and business owners with their transactions (2:20)
- What factors business owners should consider before taking a step towards liquidity (4:12)
- How entrepreneurs and business owners can potentially reduce their tax burden from selling their business by investing in Opportunity Zones (6:16)
- What tax benefits may be associated with investing in OZs (9:20)

Three Bell Capital has more than $3.2B in total assets under management and provides wealth management services to a wide array of clients including entrepreneurs, tech executives and business owners.
Pinnacle Partners’ BTR OZ Fund allows entrepreneurs and business owners to potentially mitigate their tax burden after their liquidity event by providing tax benefits associated with investing in Opportunity Zones, which include deferring and potentially eliminating capital gains taxes.
Interested in seeing more updates like this or in learning more about our BTR OZ Fund? Contact us today by filling out the form below.
Past performance of Pinnacle Partners OZ Funds is not indicative of future results. There can be no assurance that the fund’s objectives will be achieved or that cash distributions will, in fact, be made or, if made, whether those distributions will be made when or in the amount anticipated or that certain tax benefits will be available to investors. An investment in the fund is illiquid, speculative, and will involve significant risks. It is only offered to suitable and qualified investors. Full details about the fund and its associated risks can be found in the fund offering documents.
Nothing in this blog post should be construed as tax advice. Please confer with your tax adviser to determine if an investment in an OZ fund is right for you.