What’s the point of making millions, if you don’t get to keep it?
In this episode of Liftoff with Keith, we’re joined by Neil Jesani, a trusted CPA and entrepreneur who has leveraged 25 years of experience in tax and finance to become one of the top advisors that Founders go to when they need to scale their businesses from $20M to $100M+ without losing millions to preventable tax mistakes.
From IPOs to M&As to the One Big Beautiful Bill (OBB), Neil helps high-achieving business owners protect their wealth through advanced tax planning and exit strategies that preserve maximum value during liquidity events.
💡 In This Deep-Dive Interview, You'll Learn:
- Advanced tax strategies for founders scaling from $20M to $100M+
- How to prepare for liquidity events and minimize your tax exposure
- Real-world lessons from guiding founders through exits and IPOs
- Why “building wealth” isn’t the same as “keeping wealth”, and what to do about it
- The power of generational wealth planning, early and often
If you’re building, scaling, or prepping to exit, this episode is your financial playbook.
📌 Don’t miss Neil’s expert advice on protecting what you’ve built, before it’s too late.
👋 Connect with Neil:
- Neil Jesani Tax Advisors: https://neiljesani.com/
- LinkedIn: https://www.linkedin.com/in/neiljesani
Follow more of Liftoff with Keith:
- Youtube: https://youtube.com/@liftoffwithkeith?si=mTYVqyi1OcfhDbd0
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- Substack: https://keithnewman.substack.com/
- LinkedIn: https://www.linkedin.com/company/liftoffwithkeith
- Newman Media Studios: https://newmanmediastudios.com/
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