Broker Check

Structured Sales - Professional Practice Sales

You’ve spent a major portion of your life getting your credentials and building your practice. No doubt it’s been very rewarding. But maybe it’s time to move onto another phase of your life for a chance to pursue other interests and activities.

But once you’re comfortable with the thought of selling your practice, there’s the nagging issue of taxes, along with concerns about the security of an installment sale.

A Structured Sale offers the best of both worlds: the tax deferral of an installment sale with the closure of a traditional sale. But it does far more than that.

It can provide you guaranteed payments streams on a monthly, quarterly or annual basis for up to 30 years. You can even schedule periodic lump sum payments if that’s what you need. Furthermore your payments are backed by U.S. Treasury Notes, so they are completely guaranteed and not subject to fluctuations in the market.

Contact us to learn more.