Equity Protection


To Protect Success

Win the war after the battle! What are you doing to protect your success as you prepare for sale?

Every level of government is waiting in line to take their portion in taxes. 

-       Maybe you consider gifting a minority interest to family or charity?

-       Or rolling your capital gains into a qualified opportunity zone fund investment (maybe one your control)?

-       Is the buyer willing to allocate their purchase price in a way that allows you to create more tax deferral?

-       Do the buyout provisions in your operating agreement allow a means to buy out a partner, but without triggering a sale for federal tax purposes?