Selling a business can be a complicated process, especially when it comes to managing taxes on the proceeds. Many business owners face the challenge of minimizing taxes on their sale, which can significantly reduce the financial benefit of the deal. We work with you to structure the sale in a way that minimizes your tax exposure, helping you maximize your wealth and retain more of the value you’ve worked hard to create.
The process of selling your business can be overwhelming, with many business owners unsure of how to transition into the next phase of their life. We help you navigate this critical moment by offering personalized strategies that focus on both your financial future and well-being. Whether you’re looking to retire, reinvest, or start something new, we provide tailored plans to ensure a smooth transition and long-term peace of mind.
In a business sale, it’s not just about the price tag, but how you manage the tax implications. We specialize in tax strategies that help you keep more of the sale proceeds. By implementing advanced planning techniques, we ensure that your wealth is protected and positioned for long-term growth, while minimizing taxes on the sale. With our expertise, we help you achieve the financial outcome you desire and secure your financial future after the sale.
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CRS for Prostatis Group LLC as the RIA
Investment advisory services offered through Prostatis Group, LLC. McPherson Financial Group, LLC and Prostatis Group, LLC are separate entities and are not owned or controlled by World Equity Group, Inc. Insurance services offered through McPherson Financial Group, LLC.
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Alternative investments have unique risks and are not suitable for all investors. Alternative investment products, including hedge funds, commodity hedged accounts and managed futures, involve a high degree of risk, often engage in leveraging and other speculative investment practices that may increase the risk of investment loss, can be highly illiquid, are not required to provide periodic pricing or valuation information to investors, may involve complex tax structures and delays in distributing important tax information, are not subject to the same regulatory requirements as mutual funds, often charge high fees which may offset any trading profits, and in many cases the underlying investments are not transparent and are known only to the investment manager.
Alternative investment performance can be volatile. An investor could lose all or a substantial amount of his or her investment. Often, alternative investment fund and account managers have total trading authority over their funds or accounts; the use of a single advisor applying generally similar trading programs could mean lack of diversification and, consequently, higher risk. There is often no secondary market for an investor’s interest in alternative investments, and none is expected to develop. There may be restrictions on transferring interests in any alternative investment. Alternative investment products can execute a substantial portion of their trades on non-U.S. exchanges. Investing in foreign markets may entail risks that differ from those associated with investments in U.S. markets.
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