Post-Sale Wealth and Financial Planning
Effective wealth management doesn’t end with the transaction—it’s just the beginning. We collaborate with you to develop a personalized financial strategy that evolves alongside your life, helping to grow and protect your wealth, and helps ensure your assets are properly structured for the future.
- Leveraging IRC Section 1042 rollovers, we help business owners explore opportunities to defer—or even eliminate—capital gains tax upon selling to an ESOP. This includes:
- Building diversified Qualified Replacement Property (QRP) portfolios tailored to your reinvestment needs.
- Providing financing solutions that may be necessary to execute your IRC Section 1042 rollover.
- Delivering key tax documentation required to obtain capital gains tax deferral benefits.
- Personalized wealth and lifestyle planning to align financial decisions with your next chapter.
- Family education and governance services to facilitate smooth wealth transitions and business succession across generations.
- Investment management strategies designed to integrate your transaction proceeds into a sustainable, long-term wealth plan.