The DealShield™ Advantage: A Game-Changer for Business Owners
Polymath Partners' DealShield™ is an innovative exit solution designed to help business owners sell their businesses, transition to family ownership, or shift from active to passive ownership—all while creating tax efficient financial outcomes and securing long-term financial stability. DealShield™ offers a seamless way to establish a turnkey family office that protects your business and simplifies the tax complexities of sale, restructuring or success process.
What is DealShield™?
DealShield™ is comprehensive exit strategy that offers a simplified tax and business framework. This fully integrated solution is designed to safeguard your financial future, while streamlining complex transitions. DealShield™ provides key advantages such as tax savings opportunities and protection for seller-financed arrangements, delivering unmatched security and confidence throughout the process.
What sets DealShield™ apart is its revolutionary approach to seller financing protection.
If you sell your business in exchange for a promissory note or equity from the buyer, DealShield™ guarantees the performance of that note. In the event of a default, we ensure you're protected by covering the loss, giving you unmatched security and confidence throughout the transaction.
Here's How DealShield™ Can Work for You
Maximize Your Wealth Through Strategic Tax Planning
DealShield™ enables you to defer capital gains taxes, allowing you to reinvest and grow your wealth over time. By receiving payments on a flexible schedule rather than a taxable lump sum, you retain more of your proceeds for future investment, ensuring long-term financial security.
Comprehensive Support Without Extra Costs
With DealShield™, you gain access to a team of seasoned financial, tax, and legal professionals at no additional charge. From structuring the deal to ensuring compliance and navigating complex legalities, our team provides expert guidance every step of the way—at no extra cost.
Guaranteed Protection on Seller Financing
A differentiator for DealShield™ is our guarantee on seller-financed deals. If you sell your business in exchange for a promissory note, DealShield™ protects you against buyer default by covering the loss. This layer of protection ensures your financial interests are safeguarded, allowing you to offer seller financing with confidence and transforming the way deals are structured.
Full-Service Family Office Management & Lifetime Audit Protection
We handle all aspects of your trust, including asset management, tax filings, compliance, and more. This full-service approach ensures seamless operations and provides lifetime audit protection, giving you peace of mind and allowing you to focus on what matters most.
Flexible Payment Options Tailored to You
DealShield™ adapts to your financial goals. Whether you need immediate liquidity or prefer to defer payments for additional financial benefits, DealShield™ provides a tailored solution that evolves with your lifestyle.
Confidence in Every Transaction
DealShield™ empowers both sellers and buyers by reducing uncertainties and risks associated with seller financing. Sellers gain the assurance of protected future income, while buyers benefit from flexible financing options. This win-win solution fosters smoother, more successful transactions for all parties involved.
Why Choose DealShield™
DealShield™ is more than a financial strategy—it's a transformative tool for business owners seeking to maximize their exit strategy, protect their financial interests, and move forward with confidence. Whether you're selling, restructuring, or transitioning to a new phase of ownership, DealShield™ provides the tools, support, and security needed to achieve your goals.
