Selling A Business
A Smarter Business Exit
The Challenge
Transitioning a business over time requires careful planning to optimize funding, valuation, and tax efficiency. A long-term succession strategy—such as a gradual internal sale—presents challenges, including capital gains management, liquidity planning, and ensuring sustainable retirement income. Without a structured approach, business owners risk unnecessary tax burdens and misalignment between their transition plan and long-term financial goals.
Our Approach
- Structure a buyout arrangement leveraging capital gains for tax efficiency.
- Utilize a 1031 exchange to defer real estate gains and optimize tax impact.
- Collaborate with legal and tax advisors to align funding, valuation, and liquidity needs.
- Design a phased transition plan, allowing for continued income generation from retained real estate.
- Implement a tax bracket management strategy to safeguard long-term financial security.
The Strategic Outcome: A Confident Transition with Long-Term Stability
A structured and tax-efficient business transition will minimize tax exposure while keeping the succession plan on track. Retained real estate holdings will continue generating income, ensuring financial stability until the full buyout is complete. By aligning succession planning with broader wealth strategies, business owners will transition their legacy with clarity and confidence—preserving wealth, allowing for flexibility, and securing long-term financial security.