Owners

Acquire, Expand, Diversify, Balance, or Sell:

Our Goal is to approach every project “as if we owned or were investing in the property ourselves”.

Every business owner who has built a successful business faces many of the same challenges. Aside from the demands of running a the business at some point most Owners step back and try to decide if they should acquire, expand, diversify, balance, or sell the business they have built. Here are two things we’re pretty sure of:

Failing to plan is… planning to fail. (famous quotee)
Life Changes. Strategies and plan will change with them. Planning can’t foresee every change buy can help owners be better prepared.

Our team works closely with Investment Property owners in each of the four areas above, and when the time comes to act on your plan, we’re here to help with solid options.

Preparation for Sale and Selling or if You are Approached by A Buyer:

How do Business Owners know if they are getting the best price for the business they have built. In our experience the key to maximum return is exposing your business, in its best light, to the “Right” buyers. Our relationships and marketing approach are all focused on the best outcome for you, the business owner.

1031 Like Kind Exchanges:

In an appreciating market we are keenly aware of Owners and Investors desire to chose a transaction strategy that preserves their cost basis and provides a favorable tax treatment of the transaction. A IRS section 1031 Like Kind exchange may be an option to consider. We partner with Title and Escrow Companies that have vast experience and can facilitate the transaction. Some owners and investors avoid Section 1031 treatment on the assumption that it’s far too complicated or “only for the big boys”. Not true. Our relationship with Qualified Intermediaries can assist event the most complicated transactions.

In any event… We should talk. Contact one of our team members today for to arrange a brief meeting to share our insights on the market and learn of your business.