Since 1988, Corporate Finance Solutions has done over 300 transactions, representing $3.4 billion in assets. We’ve saved our clients over $77 million in taxes last year alone and created more than $1 billion in new client wealth. Working with national business advisor, Dr. Mitch Levin, our clients get at least 17.7% more…net. Why not you?
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Many business owners don’t know that the typical, and “that’s-the-way-we’ve-always-done-it” way ultimately incurs too many and unnecessary taxes.
In addition, that same, typical and “that’s-the-way-we’ve-always-done-it” way has risks, liquidity issues, future income issues, and other complications.
Every successful new business opportunity, investment, sale, merger, or acquisition, and especially a Next Generation transfer starts with planning — to achieve what you want. To get the deal done. With minimal to no taxation. To preserve and protect what you built, your wealth and legacy.
As a successful business owner, you value competency, efficiency and achievement. Your actions produce results and improve your skills. Success and accomplishment are important to you.
Yet in today’s world, 50% of business-owner exits are involuntary (death, divorce, disability, distress, disagreement). And over 71% of transactions fail. Bad management. Inadequate or inappropriate capitalization. Errors in representations and warranties. Lawsuits.
Worse still, according to the Exit Planning Institute and SCORE.Org, “30% of family businesses survive the transition from first to second generation ownership. 12% survive the transition from second to third generation. 13% of family businesses remain in the family over 60 years”.
Next GEN transfers, either to business insiders or to family, can be the most difficult of deals. Emotions and relationships complicate the deal.
The way we structure it, instead, it can be your most profitable and greatest long-term wealth-building deal. And we are successful because of our detailed planning.
We use “time-tested, tried and true” strategies that we developed and refined for you, and that you probably thought were only available to large public companies.
Be aware: most CPAs, business brokers, and attorneys are unfamiliar with these strategies. Once presented, they concur that our strategies are legal, legitimate, effective and fully defendable.
“True, Main Street may not know about our strategies…Wall Street sure does!” Why not you?
It is a sign of wisdom to find someone you respect and trust to help get the deal done, the right way, the first time…who optimizes your value, and protects your business and family.
Imagine the satisfaction when you achieve the proper transition that fulfills all your goals. Now you can have that solution. We are honored to share our systems with you. Proven systems that we’ve developed and refined — that work.
We’ve successfully sold, and closed deals related to pharmaceutical products, software, food manufacturing, medical devices, technology, commercial contracting, IT, investment services, specialty mechanical services, health care, professional service organizations, and a variety of industrial products and services.
Your business is likely the most valuable asset you built, spending most of your life building it. Don’t delay. The Tax Cut And Jobs Act (“TCJA”) of 2016 sunsets in 2026. That means the clock is ticking for you to take advantage of favorable tax opportunities.
That also means you can save up to $9 million in tax if you do things correctly before then—if you expect to, or just want to prepare for transition your business to the next generation.
Give your “Main Street” business the great advantages from our “Wall Street” system, now.
For your confidential, no obligation, no-chase, free initial consultation about your transition, M&A, or growth goals and objectives…
Call 888-885-5656, or Email Mitch.Levin@CoFinSol.com.
No-Cost, No-Obligation, No-Chase Initial Consultation.
This could be the most important call you will ever make.
Mitch Levin, MD, Founder
Corporate Finance Solutions
Serving Business Owners and Investors Since 1988
4-Time Best-Selling Author, Speaker, and Business Coach
Harvard GSAS 1978
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