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- $1M Dental Practice Stock Sale How a doctor sold his $1 Million dental practice, an S-corporation, paid off existing debt, maximized the net amount he received at close of escrow and solved his capital gain tax problem.
- $2.9 Million Personal Residence Sale with an Installment Sale representing a 20% increase over and above the amount that would have otherwise been received.
- $6.5 Million Sale of Apartments How to couple a monetization loan with an installment sale planning approach to sell the apartments, defer the taxes for 30 years and receive a 42% increase in projected tax-free cash available at close of escrow.
- $2.495M Business Sale Coupling a Monetization Loan with an Installment Sale.
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