Business Exit Strategy

Business Exit Plan

A proper business exit strategy is critical to ensuring a smooth transition to retirement. Sometimes it can be hard to say goodbye to the business that has done you well. In other cases, a farewell from the headaches of running a company may be long overdue. In both cases, many business owners will rush into selling their company without a proper business exit plan in place. What’s more, many do not have qualified financial professionals by their side to help them navigate the process of selling a business and preparing for the next steps. At Freedom Bridge Capital, we offer the Deferred Sales Trust as a powerful business exit strategy that can help owners defer capital gains tax on their profits.

FREEDOM BRIDGE CAPITAL HELPS WITH EVERY ASPECT OF YOUR BUSINESS TRANSITION

Many business owners are ready to give up the headaches of owning a company for a life of leisure. Taking the right steps to ensure your financial future is secure can give you peace of mind and allow you to fully enjoy your retirement. Our business transition team can help you sell your company to the Deferred Sales Trust, create a portfolio of diverse investments securing your promissory note, and set up a wealth succession plan to build a passive income stream for you and your family.

identifying a buyer

One of the biggest uncertainties for owners is finding a suitable buyer for their business. Our Deferred Sales Trust specialists can help identify potential buyers.

transferring your business to the trust

Once a buyer is identified, our trustees will help you sell your company to the Deferred Sales Trust in exchange for a promissory note.

selling your business to the buyer

Once your business is transferred to the trust, we will sell your asset to the buyer and complete the transaction. Let our professionals take care of the selling process for you.

determining the monthly payment structure

Following your business sale, the trust will pay you your proceeds in monthly installments. The trust may invest all of your proceeds, or you can receive a portion of your proceeds every month. (You would pay capital gains tax on that portion only).

building a strong investment portfolio

When you choose to invest in the Deferred Sales Trust, we’ll connect you with leading financial professionals to help create an investment strategy that will best satisfy your goals as a creditor.

creating a wealth succession plan

Our team looks at every aspect of your financial life. Do you have a living will? Have you named your beneficiaries? Together, we can create a wealth succession plan for you and your heirs.

IS THE DEFERRED SALES TRUST A LEGAL BUSINESS EXIT STRATEGY?

The Deferred Sales Trust is sometimes met with skepticism or reluctance because many business owners haven’t heard of it. But just because this business transition strategy is not well-known does not mean it’s unsafe.

The Deferred Sales Trust is classified as an installment sale under Section 453 of the Internal Revenue Code. The DST uses IRS Form 6252 to report income made from the sale of your business. Together, these two legalities make the Deferred Sales Trust a safe and effective business exit strategy.

SCHEDULE YOUR FREE VIDEO CONSULTATION

A ONE-ON-ONE WITH OUR DST TRUSTEE

Schedule a free video consultation with our deferred sales trust specialists today! Our estate planning team offers complimentary DST analyses to determine your estimated tax savings using the deferred sale trust investment strategy. We’re here to answer any questions you may have about the deferred sales trust and help you get started on the sale of your company, practice, or property.

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HOW DO I LEARN MORE ABOUT YOUR BUSINESS EXIT STRATEGY?

The Freedom Bridge Capital team would be happy to speak with you in more detail regarding the Deferred Sales Trust as a business exit strategy. Please give us a call at 800-897-0212 or request your free DST analysis today by filling out the form below.