A Tax-Efficient Exit Strategy for Business Owners
Polymath Partners' DealShield™ is an innovative Deferred Sales Trust (DST) solution designed to help business owners sell their businesses, transition to family ownership, or shift from active to passive ownership—all while minimizing capital gains taxes and securing long-term financial stability. DealShield™ offers a seamless way to establish a trust that takes protects your business and manages the complexities of the sale, restructuring, or succession process.
Beyond tax deferral and asset protection, DealShield™ is changing the way deals are approached. Sellers can now enter transactions with the confidence that their interests are protected—even in seller-financed deals. Buyers, too, benefit from greater opportunities to acquire businesses, knowing that they can access flexible financing options while offering sellers security through DealShield™. This innovative approach opens the door to smoother transactions and more successful outcomes for all parties involved.
What is DealShield™?
What is DealShield™?
DealShield™ is an innovative Deferred Sales Trust (DST) solution that not only helps business owners defer capital gains taxes when selling or transitioning ownership of their company, but also offers unprecedented protections for seller-financed transactions. Through a unique trust structure, your business is sold, and you receive payments over time, enabling you to grow your wealth while minimizing tax liabilities.
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.
With DealShield™, we help you create a tax-efficient exit strategy tailored to your financial and personal goals, while safeguarding your future earnings, whether through structured payments or seller-financed arrangements.
How DealShield™ Works:
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Set Up the Trust
Our team will guide you through establishing a trust that takes control of your business before the sale or transition. This trust allows you to defer capital gains taxes while maintaining flexibility and control over your financial future. -
Sell, Restructure, or Transition
Whether you're selling your business, transitioning to family ownership, or becoming a passive owner, DealShield™ ensures that the transaction is tax-efficient and structured for your long-term benefit. -
Receive Payments Over Time
Instead of receiving a lump sum that would trigger significant capital gains taxes, the trust allows you to receive payments over time, deferring taxes and maximizing the use of pre-tax proceeds. -
Comprehensive Ongoing Support
After the trust is established, you pay a one-time transaction fee based on the business's value at the time of sale, which is a valid business expense. Following that, an annual administration fee covers asset management, compliance, tax filings, and trustee expenses. Plus, you'll receive lifetime audit protection and the ability to dissolve the trust at any time.
The DealShield™ Advantage: A Game-Changer for Business Owners
Polymath Partners' DealShield™ is more than just a tax-efficient exit strategy—it's a revolutionary solution that empowers business owners to confidently navigate the sale or transition of their business. From comprehensive tax deferral to unprecedented protection on seller financing, DealShield™ offers everything you need to secure your financial future.
1. Maximize Your Wealth Through Tax Deferral
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, providing long-term financial security.
2. Comprehensive Support Without Extra Costs
DealShield™ gives you access to a team of seasoned financial, tax, and legal professionals at no additional charge. We handle everything from structuring the deal to ensuring compliance and navigating complex legalities, so you have expert guidance every step of the way—at no extra cost.
3. Guaranteed Protection on Seller Financing
What truly sets DealShield™ apart is our guarantee on seller-financed deals. If you sell your business in exchange for a promissory note, we protect your downside by guaranteeing the performance of that note. Should the buyer default, DealShield™ covers the loss, ensuring your financial interests are fully safeguarded. This unprecedented layer of protection lets you offer seller financing with confidence, transforming the way deals are done.
4. Full-Service Trust Management & Lifetime Audit Protection
We manage all aspects of your trust—asset management, tax filings, compliance, and more—so you don't have to worry about the details. Our full-service approach ensures smooth operations and provides lifetime audit protection, giving you complete peace of mind.
5. Flexible Payment Options Tailored to You
Receive payments on a schedule that works for you, whether you need immediate liquidity or prefer to defer payments for further tax benefits. DealShield™ adapts to your financial goals, providing the flexibility you need for your evolving lifestyle.
6. Confidence in Every Transaction
DealShield™ empowers both sellers and buyers by removing uncertainties and risks associated with seller financing. Sellers gain peace of mind knowing their future income is protected, while buyers can access more opportunities with flexible financing options. It's a win-win that creates smoother, more successful deals for all parties involved.
DealShield™ isn't just a solution—it's a game-changer for business owners looking 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™ gives you the tools, support, and security to achieve your goals.
Partner with Us: Join the DealShield™ Professional Partner Network
Are you a business broker, financial advisor, or consultant looking to elevate your services and offer unparalleled value to your clients? By joining the DealShield™ Professional Partner Network, you'll have the opportunity to provide your clients with a revolutionary exit planning solution that offers significant tax savings, asset protection, and guaranteed performance on seller-financed deals.
Become a Certified Exit Planning Specialist (CEPS™)
As a member of the DealShield™ Professional Partner Network, you'll receive exclusive training opportunities and earn the prestigious Certified Exit Planning Specialist (CEPS™) designation. This credential demonstrates your expertise in helping clients create tax-efficient exit strategies. Additionally, you'll gain access to mastermind groups, earn professional continuing education credits, and have the rights to use the CEPS™ credential—enhancing your reputation and marketability.
As a DealShield™ partner, you'll unlock valuable benefits, including:
- Earn Compensation for Every Referral: Receive a $100 gift for every client introduction and up to 10% of the revenue generated from the lifetime of the client relationship.
- Expand Your Expertise: Access the tools, training, and resources necessary to confidently guide clients through successful and tax-optimized business exits.
- Grow Your Business: Differentiate yourself in a competitive market by offering a unique, powerful solution that addresses your clients' most critical financial and succession planning needs.
Partner with Polymath Partners and help business owners secure their futures with confidence, all while enhancing your business and increasing your revenue streams. With the DealShield™ Professional Partner Network, you're not just expanding your services—you're joining a community of forward-thinking professionals committed to making every business exit a success.
