Linda Jensen, Principal and Owner of Heart Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Exit Planning Tax Mitigation

Linda Jensen discusses strategies for tax mitigation and exit planning in business ownership. 

Listen to the interview on the Business Innovators Radio Network:

Tax mitigation strategies are essential for businesses as they can significantly impact profitability and valuation, ultimately leading to higher multiples on the sale of the business. Linda Jensen highlighted how implementing these strategies can result in a substantial increase in the business’s value. By reducing tax liabilities through various programs and initiatives, businesses can effectively boost profits and valuation. 

For instance, in the episode, Linda Jensen emphasized that employing tax mitigation strategies can potentially double a business’s profits within two years, directly influencing its overall valuation. This increased profitability can attract potential buyers and command higher multiples when it comes time to exit or sell the business. 

Moreover, tax mitigation strategies not only aim to reduce tax burdens but also focus on optimizing financial resources. By saving on taxes, businesses can redirect funds towards growth initiatives, capital improvements, or distribution to owners. This improved cash flow and financial health contribute to a higher valuation during exit planning. 

Linda explained: “Tax mitigation is a great way to both increase the profits and the valuation of that business. If a business employs all of the strategies, we can help them double their profits within two years. In fact, over the last 20-plus years, we’ve saved three and a half billion in tax dollars.” 

In essence, tax mitigation strategies serve as a proactive financial management approach that minimizes tax liabilities and enhances the business’s overall financial health. By strategically reducing tax burdens and maximizing profits, businesses can position themselves for a more lucrative exit strategy, leading to higher multiples on the sale of the business. 

Linda also discussed specific tax mitigation strategies, such as R&D tax credits and cost segregation, which can significantly benefit businesses by saving on expenses and taxes. 

Seeking professional guidance and utilizing IRS-approved tax strategies are crucial for optimizing tax planning for business owners. By leveraging these strategies, businesses can reduce tax liabilities, enhance financial stability, increase profitability, and ensure compliance with tax laws. 


About Linda Jensen 

Linda has been self-employed for her entire life.  A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions.  She is a lifelong learner.  In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources.  “Business owners are in a lonely place,” says Linda.  “I want to develop a relationship with the business owner, offer counseling and serve as a referral service.”  Linda began her career in 1994 with Prudential Preferred Financial Services; for three years Linda was an agency leader in Tacoma, Washington.   

Since starting her firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals.  She is an expert in all aspects of retirement planning.   

Linda has lectured widely on financial topics to both the general public and business professionals.  She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), key employee(s) and to identify estate-planning solutions.   

Linda calls the Pacific Northwest home.  She married her college sweetheart.  She and her husband Brad have two children and five grandchildren.  Linda loves learning, reading, hiking, sewing, and cooking.  

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Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor.  Wealth Watch Advisors and Heart Financial Group are independent of one another.  Please note that the registration with the SEC does not guarantee the success of investment advice.