- Are you planning on selling your business but face a large, painful tax bill?
- Do taxes prevent you from selling even though you want to lower your stress and risk?
- Have you already sold your business but have an earn-out or “rollover equity” that you plan to sell for a future taxable gain?
- Are you aware of institutional investment strategies that target market-beating investment returns, yet can significantly reduce or eliminate your immediate capital gains tax burden? These strategies are not close to any “red line,” and your money is not locked into a trust, fake charity or insurance policy.
“I was maximizing the value of my business, so I didn’t think about tax strategy.”
– Anonymous Home Services Business Owner
Building a home services business inch by inch takes discipline, risk-taking, creativity, resilience, and many other skills…including expert employee relations skills. Imagine the first tax-day after you sell your business, and you give our wasteful government up to 1/3 or more of your hard-earned cash. That is an extremely painful thought and leads to less after-tax cash to invest or pay for your lifestyle.
If you do not spend your free time reading the Financial Analysts Journal or The Journal of Beta Investment Strategies, then you are most likely not aware of dynamic, tax-mitigation investment strategies. These strategies can lead to capital gains tax savings on a business sale while targeting market-beating investment returns. Further, the anticipated gains on rollover equity or an earn-out from a prior business sale can also be mitigated and likely with greater impact.
Essential Partners is not an M&A advisor and we do not prepare taxes. We are a wealth advisory firm that helps business owners pre- and post-sale across multiple dimensions including tax mitigation, investment management, trust & estate and cash flow planning while utilizing our Family Office Services.
For details, email us at info@essentialp.com, call 213-878-0075 or visit www.essentialp.com/contact-us/.
This presentation contains general information that is not suitable for everyone. This is not tax advice and you must consult a CPA. The information contained herein should not be construed as personalized investment advice. There is no guarantee that theviews and opinions expressed in this presentation will come to pass. Investing in the stock market involves gains and losses and may not be suitable for all investors. Information presented herein is subject to change without notice and should not be considered as a solicitation to buy or sell any security. Essential Partners, LLC does not offer legal or tax advice. Please consult the appropriate professional regarding your individual circumstance.