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Exit Planning for the Rest of Us! - In-depth real

Exit Planning for the Rest of Us! - In-depth real
Comprehensive blog from various financial, tax, real estate, and estate experts specifically on Exit Planning and how to exit real estate or a businesses using various strategies that are proven to be safe, effective, and powerful.


Deferred Sales Trust - Is this a thinly disguised Private Annuity Trust? or
2007-11-28 21:16:00
There has been a bit of buzz around the internet this year about a “new” strategy called a Deferred Sales Trust . As an outlet for professional advisors and sellers of highly appreciated assets… we like to present issues like this from both sides of the coin.  When I first heard of the Deferred Sales Trust (DST) I ...
More About: Private , Annuity
Federal Capital Gains Tax Rate Update - Raising the rate?
2007-10-22 22:52:00
To most people in the financial and tax worlds the impending federal capital gains tax rate hike in 2011 is no new news.  This has been scheduled since the 2003 capital gains tax rate changes and should really be no surprise to most people.  However, with this federal capital gains tax rate increase (set to increase to ...
More About: Update , Capital , Capital Gains , Rate , Capital Gains Tax
Selling a Business - Selling to a third party buyer
2007-10-19 21:51:00
One challenge that ALL business owners will face sooner or later is choosing the best way for them to exit their business.  Most business owners will choose to sell their business… but even this isn’t as straight forward as it seems.  As a business owner you need to decide how you will sell your business. Will you: Transfer the ownership ...
More About: Business , Selling , Party , Buyer , Third Party
Zero In on the 76 Million Baby Boomers for Exit Planning?
2007-10-10 20:20:00
Here’s a quick post on a great article I found that can help financial advisors and exit planners capture… and keep their clients as they move into the retirement phase. I recently ran across a great article on the impending Baby Boomer retirement influx and how you can better position yourself to capture more clients. What most ...
More About: Planning , Boomers , Baby Boomers , Million
How to Find the Right Financial Advisor When Selling a Business or Real Est
2007-10-05 18:55:00
Finding the right financial advisor / exit planning specialist is one of the most important first steps in creating a solid exit plan when selling appreciated real estate or a business.  However, many sellers take this task too lightly and believe that any ol’ advisor will do… because that is their job… to advise me on ...
More About: Business , Selling , Financial , Find , Real
Are you counting your CRM data as an asset when you sell your business?
2007-09-28 22:02:00
When selling a business there are so many things to think about and so many things to stamp a value on.  Sure, there are some obvious assets that have relatively straightforward values.  For instance: Real estate Inventory Cashflow Equipment Other tangible assets But… There are some assets that are extremely valuable that many business seller simply do not value as highly as they ...
More About: Business , Data , Sell , Asset , Counting
How exit planning done right, adds more to your bottom line?
2007-09-11 01:54:00
Here’s Part 2 of the 5 part series of our Exit Planning Business Builders series. In Part 1 I went over the importance of over delivering and how it does more than just bring in more clients, it actually increases your profit per client and weeds out the bad ones. In this issue we’ll go over how using the right comprehensive exit planning ...
More About: Line , Bottom , Done
California life insurance CE Credit now available! - Continuing Education C
2007-09-06 21:59:00
We are proud to announce that our Life Insurance Continuing Education (CE) course on the Structured Sale annuity for capital gains deferral is now approved in California ! The reason we over here at The Settlement Institute decided to create this life insurance CE course is because of the high demand from financial professionals inquiring to us ...
More About: Credit
When business partners want to sell their stock in a private corporation
2007-08-30 05:17:00
We recently received a question from a concerned business owner who asked the question: “Can my business partner sell his portion of stock in our private corporation? ” B.R. Montana Well B.R., This answer really depends on several factors.  First off, of course, your business partner is able to sell his stock in the private company that you guys share ...
More About: Business , Corporation , Stock , Private , Sell
Debt relief with unsecured debt consolidation loan
2007-08-29 07:14:00
If you are burdened with loads of debts but are not able to get rid of them due to lack of collateral, then do not panic! Unsecured debt consolidation loans are a viable solution for the ones who have a good credit report but don’t want to put their property to place as collateral. In ...
More About: Debt Consolidation , Loan , Debt Relief , Debt , Relief
When should sellers begin looking for an exit strategy?
2007-08-28 20:08:00
When should you as a seller begin looking for an exit strategy? >NOTE: If you’d like to learn how to choose the right exit strategy… which of the top 9 strategies are right for which situations… and take advantage of new and unknown IRS tax loopholes… then go and  check THIS out now: id=8 **QUESTION** “Hi Trevor and ...
More About: Strategy , Exit Strategy , Sellers , Rate
Federal Capital Gains Tax Rates - Current to 2007
2007-08-13 22:15:00
Many people are very surprised to find out that the 15% Federal capital gains tax rate does NOT apply for all transactions. Yes, there is a 15% Federal capital gains tax rate; however, it does NOT apply for every one. To help you see the various Federal capital gains tax rates we’ve put together a quick table ...
More About: Current , Rates , Capital , Capital Gains , Rate
The Basics: How to calculate capital gains tax
2007-08-13 20:12:00
Some of our articles will focus on more in-depth and advanced topics, while others will simply get the basics out of the way.  One of the basics that all professional advisors and sellers should know how to do is calculate the capital gains and the capital gains tax that is due when selling a highly appreciated ...
More About: Basics , Capital , Capital Gains , Calculations , The Basics
What is Exit Planning Anyway? - Guest post
2007-08-02 22:01:00
As you know, the Settlement Institute is made up of a national network of professional advisors such as Financial Planners, CPA’s, Attorneys, Real Estate Professionals, and many others. We encourage all professionals to write and submit quality articles relating to Exit Planning so we can share them with the rest of the world and promote the idea of exit planning ...
More About: Post , Guest
Baby Boomer Exit Planning Survey - take a couple minutes?
2007-07-30 20:21:00
As you know, the Baby Boomer generation is looming on the brink of retirement and one of the biggest transfers of wealth and assets ever will take place over the next 20 years or so.  While there are good statistics and articles out there… one excellent way to get a true picture of the actual market ...
More About: Survey , Planning , Couple , Baby Boomer
How to choose the right Exit Strategy - Free Manual
2007-07-30 20:13:00
One huge question that we keep getting over here at the Settlement Institute is “how do I find the right exit strategy for me or my client?” As you know, that question is not as straightforward as it may seem.  Every seller has different goals… which requires a different set of strategies to help the seller meet ...
More About: Strategy , Free , Exit Strategy , Manu , Choose
Welcome to the Settlement Institute Exit Planning Blog!
2007-07-30 19:47:00
Hello and welcome to the Settlement Institute Exit Planning Blog ! This blog was created to be an unbiased outlet for information to help both sellers and professional advisors learn effective exit strategies and everything else that is related to selling an appreciated asset. The Settlement Institute is an educational institute that focuses on providing the highest quality ...
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