How DealShield™ Works
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.
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Set Up the Family Office
Our team will guide you through establishing a Family Office 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.
DealShield™ in Action: Real Results for Real Businesses
Get Inspired by real-world success stories and see how DealShield™ can help you protect your wealth, plan for the future, and take control of your business transition with confidence.
Explore Our Case Studies
Business Sale: Discover how business owners have leveraged DealShield™ to sell their companies in a tax-efficient manner, deferring capital gains while maximizing their financial returns.
Family Succession: Learn how DealShield™ has helped families restructure their businesses for smooth transitions, protecting business value and minimizing tax burdens as ownership passes to the next generation.
Passive Ownership: See how DealShield™ empowers business owners to step back from day-to-day operations while still benefiting financially from their businesses, all through a secure and efficient exit strategy.
