Sale of Business or Property

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HAVE QUESTIONS?

I’m selling a piece of commercial or residential real estate. Should I do a 1031 and delay my capital gains tax liability or should I pocket some cash and invest the rest. What are the possible risk and returns for each?

The financial impact of such questions will are likely to be substantial. Consulting with a financial expert experienced with substantial business and real estate sales as soon as possible is critical and can pay huge dividends for your financial future.

I’m selling my business, is there a way to structure the sale to minimize my tax exposure? How do I maximize the proceeds? How do I best protect my assets and estate from here?

If you’re in a strong and prolonged emotional state, it’s critical to simply take a pause and hold off on making any major financial decisions.

Contacting a financial expert familiar with sudden financial windfalls can help minimize some of the stress and anxiety you may be having.

Our latest Inheritance blog- When Boomers Retire, Their Wealth Will Go to the Young and Financially Inexperienced. Is That You?

Frequently asked questions

What considerations should I keep in mind when selling my business or property?

It's crucial to assess whether to include real estate in the deal, possibly through a sale-leaseback to retain assets and income. Explore tax optimization strategies like deferring capital gains with a 1031 exchange.

How can I determine the value of my business before selling?

Knowing your business's worth is vital. Evaluate the multiples of similar businesses in your micro sector and understand where your business stands on a multiple scale. Assess the difference between net profit (tax number) and Recasted EBITDA (real number) to optimize your position in the sale.

What are the tax implications of selling a business or property?

The tax landscape for business sales is intricate. Engage in discussions with Windfall Advisors to explore potential structures that optimize your tax liability, such as considering an ESOP, which can be more tax-favorable than other options.

CLIENT REVIEWS

100% FIVE STAR REVIEWS ON GOOGLE

What a unique and heartening experience to have an expert share his knowledge without a preoccupation for making a sale. Daniel is a kind, patient and insightful professional.

I've only been with Daniel for a few months, but so far it has been a relieving and rewarding experience. He is always very communicative which is much appreciated and you don't see that too often from financial advisors. Looking forward to our continued work together in the years to come.

Daniel is a consummate professional with a very personable approach. He is such a great listener, so he can have that personal connection with his clients, which is how to best meet the needs of the client. Daniel responds promptly and works quickly and efficiently. His knowledge of the many different aspects of financial planning for estates, and for clients who want to get their personal finances in order, is impressive. I really appreciate having Daniel on my side because I trust him. Give him a shout!

Daniel and I just started working together. He made what could be a very complicated process extremely streamlined and simple. We were able to set up my account in 15 minutes on the phone together. I am so excited that I now have a true financial advisor, he has made himself available and made me feel comfortable with big financial decisions. I do trust that he will do great things with my portfolio.

I was feeling severely anxious with my finances prior to speaking to Daniel. This kind man took the time to break everything down in simple terms the average person who's just getting started could understand! He can definitely tailor a plan that'll make sense to you and fit your needs. 10/10 would recommend!

I was searching for a financial advisor and I found Daniel. Is not the first time I talked to an expert about my finances but Daniel made it easy to understand. He answered all my questions and gave me very good advice. He listened to all my concerns and gave me his honest recommendations. I'm so happy with our phone consultation. I would recommend 100% Windfall advisors to anyone who's looking for guidance with investing, saving accounts options and a lot more. Very professional and knowledgeable.

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