What is a Structured Sale?
If you’re selling a business, real estate, or other high-value assets, a structured sale offers a tax-efficient way to manage your proceeds. Instead of receiving the full sale price in one taxable lump sum, a structured sale spreads payments over time, allowing you to defer capital gains taxes and secure steady income.
Why Consider a Structured Sale?
- Lower Immediate Tax Burden – Instead of paying high capital gains taxes upfront, payments are spread over time, reducing the tax impact.
- Predictable Income Stream – Receive scheduled payments, ensuring financial stability after selling a valuable asset.
- Investment Flexibility – Structured sales provide secure and steady returns, often backed by highly rated financial institutions.
- Estate & Retirement Planning – A structured sale can be a strategic part of long-term financial and estate planning.
Who Benefits from a Structured Sale?
- Business Owners looking to transition out of their company while minimizing tax exposure.
- Real Estate Investors selling highly appreciated properties.
- Individuals with High-Value Assets who want to maintain financial security after a sale.
How to Set Up a Structured Sale
A structured sale requires careful planning with a settlement professional. At JMW Settlements, we help sellers create customized sale structures that maximize financial benefits.
📞 Want to sell your assets tax-efficiently? Contact us today for expert guidance!
