Investments

Structured Installment Sales offer a fantastic solution to the tax issues surrounding the sale of business or property.  Approved by the IRS, a Section 453 Structured Installment Sale allows individuals to defer taxes, maximize the sale and secure their financial futures. Take a look at our brochure and visit our website for more information.  We…

Aging Property Owners with Passive Income Needs for Retirement At Safe Harbor Asset Management, we frequently receive inquiries from investors considered real estate-rich and cash-poor, who have locked up most of their wealth in assets like real estate that are difficult to convert into cash. Read More: https://blog.investsafeharbor.com/blog/case-study-real-estate-rich-cash-poor  

Defer Taxes, Maximize the Sale, Secure the Financial Future…. Chad Ettmueller – JCR Settlements, LLC. What if you could offer your clients a way to sell their business, property or other appreciated asset and avoid immediate tax obligations while growing the net proceeds in an attractive, tax-deferred manner with future payments they design unique to…

34 OF THE BEST STARTUPS IN THE COUNTRY PRESENTING AT THE ANGEL VENTURE FAIR Date: November 2, 2022 Location: Union League in Philadelphia, Pa Time: 7:30 a.m. to 3 p.m. Food: Continental Breakfast and Deli Lunch Click Here to Buy Tickets: Angel Venture Fair Tickets (Discount Code: Angel50) biaWear-Builds smart, comfortable wrist wearables to alleviate cumulative-use wrist pain amongst office…

The third annual Virtual Angel Venture Fair featuring 34 companies, chosen by 80 judges, in such industries as biotechnology, consumer product, ecommerce, education, electronics, fintech, food, health care, medias, software and sports will present on Zoom next on the following mornings: June 27, 2022 from 10 a.m. to 1 p.m. EST (One Zoom link is for…

A valuable asset with guaranteed income without paying a dime After reading the headline, you might be asking yourself — “How can I really afford a million-dollar, multi-family property without paying anything?” With the help of Wallace Capital Funding, LLC, one client was able to make it into a reality. However, he first needed to…

After a powerful advance last year, the stock market has started 2022 on a down note. Between elevated inflation, heightened volatility and the Federal Reserve’s more hawkish stance, where could markets go from here? If we can’t expect another 20%-plus gain, what can we look forward to? And what kinds of businesses have the right…

The foundation of our practice has always been centered around four guiding principles: access, advice, guidance and service. Today we are excited to announce our expanded team, SageView Partners. Our partnership will not only enhance our resources, but also enrich the experience we offer our clients every day. We are confident our new collaboration will help…

Program produced by XPX New Jersey. When SPACs Attack The New Jersey chapter is excited to continue our programming year with another thoughtful and insightful meeting. Our chapter is growing and welcoming professional advisors who help business owners plan for a successful exit. As we continue to examine many of the different planning considerations and…

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At our February Cross-Chapter Power Networking session, we introduced a new format aptly named “Ask the Cross-Chapter Experts”. Our facilitator, XPX Nashville member, Lisa Kaufman, a sell-side M&A advisor to family-owned businesses called on 5 members (herself included) to present their “Current Client/Deal Challenge” to the group. Fellow members then became the “experts” providing input and possible resolutions for one of…

  In our last article about life after the sale we discussed identity. Even when business owners are comfortable with who they are, however, there is still the nuts and bolts issue of activity. A business owner spends 20, 30, or (not uncommonly with Boomers,) 40 years focused on running a business. Unless they’ve built a substantial…

Work from anywhere has been a necessity, an epithet, an obstacle, and an opportunity over the last 3 years. To paraphrase Aristotle’s axiom about Nature (“Horror Vacui”), business abhors a vacuum. Where one occurs, it is quickly filled. Work from anywhere started as a COVID-induced necessity. During the lockdowns of 2020-2021 (and longer in some…

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