Sale of Commercial Property Tax

Sale Of Commercial Property Tax

Keep More of What You've Earned in California. Sell Smarter, Not Harder.

Protect your legacy and maximize your profit with a tax expert who knows California's complex laws inside and out:

  1. Masterfully minimize tax exposure on business sale, optimizing strategies and controlling triggers, potentially yielding 30%-60% income tax savings.
  2. Expertly navigate appreciated asset sales, minimizing capital gains taxes and maximizing profit margins with sophisticated disposal tactics.
  3. Seamlessly integrate with your existing professional network, acting as a strategic bridge for unified, tax-minimized business sale implementation.
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Sale Of Commercial Property Tax In California

Master the California Exit: Maximize Profit, Minimize Taxes.


Congratulations! You've built a thriving lower-middle market business and valuable commercial property in California. Now, as you plan your exit strategy, a critical question looms: how do you keep more of your hard-earned wealth?


The answer lies in tax optimization, and at Rogerson Business Services, we have the expertise to guide you through it. We believe your success deserves a team approach, which is why we work hand-in-hand with a dedicated tax strategist: our deal team.


Think of them as your tax superheroes, trained in the intricacies of California's complex tax code. They'll orchestrate a personalized plan to:


  • Slash your income tax by 30%-60%: Imagine keeping significantly more of your profits from the sale. Our team knows the levers to pull to minimize your tax exposure, legally and strategically.
  • Sell appreciated assets with minimal capital gains: Don't let tax erosion eat into your gains. Our experts will guide you on optimal disposal tactics to maximize your profit margin.
  • Control tax triggers and erosion: Learn how to navigate potential pitfalls and blind spots in the selling process. Our team will empower you and your advisors with knowledge to mitigate tax risks.


This isn't just about numbers; it's about protecting your legacy.


Our deal team will work seamlessly with your existing financial, legal, and tax advisors, ensuring a unified approach that safeguards your wealth.


Ready to unlock the full potential of your California business exit? Send a free inquiry today and let our deal team show you how to sell smarter, not harder. We'll help you maximize your profit and minimize your tax burden, so you can enjoy the rewards of your success.


Don't wait. Contact us now and start building your brighter financial future.


1031 Exchange Investment Options


Don't Let Taxes Eat Your California Exit Profits. Unleash the 1031 Exchange


Selling your California business and legacy real estate?


Don't settle for a tax bite out of your well-earned success. Unleash the power of the 1031 Exchange and defer capital gains, maximizing your financial reward.


Here's the deal: You've built a thriving business and valuable property. Now, imagine repositioning your wealth, not surrendering it to Uncle Sam. A 1031 Exchange lets you do just that, swapping your current holdings for strategic new real estate investments – think apartments, vacation rentals, even commercial land.


But navigating the complexities of a 1031 Exchange requires a skilled team. That's where we come in. Forget confusing rules and stressful deadlines. Our deal team are tax and investment powerhouses, expertly guiding you through every step:


  • Identifying ideal replacement properties that meet your financial goals and 1031 Exchange requirements.
  • Crafting a seamless transaction that optimizes your tax deferral and avoids costly missteps.
  • Providing unwavering support throughout the process, ensuring your peace of mind.


Don't settle for passive landlordship. Embrace the passive 1031 Exchange with a Delaware Statutory Trust (DST).


Imagine:


  • No management headaches. Sit back and watch your investment grow while experts handle the property.
  • Direct ownership benefits. You're not just a paper investor; you have a real stake in the real estate.
  • Streamlined exchange qualification. The DST structure simplifies compliance with 1031 Exchange rules.


Thousands of business owners leverage the 1031 Exchange to protect and grow their wealth. Don't miss out on this powerful tool.


Take the first step today. Send a free inquiry with our deal team and discover how a 1031 Exchange can supercharge your California exit.


Remember, talk to Jamie Furlong* and mention that Andrew from Rogerson Business Services sent you.


*Note: “Registered Representative and securities offered through Concorde Investment Services, Inc. (CIS), member FINRA/SIPC. Legacy Investment Real Estate, LLC. is independent of CIS and Rogerson Business Services. This is for informational purposes only and does not constitute an offer to purchase or sell securitized real estate investments. This material is not to be interpreted as tax or legal advice. Please speak to your own tax and legal advisors for guidance regarding your particular situation.


M&A LOWER MIDDLE MARKET ADVISORY

Why Work With Rogerson Business Services?

Business Valuation

Many sellers neglect the business valuation and methodology early in the process, only to become frustrated after the deal has been finalized.  Rogerson Business Services can help you understand the value of your business based on different methodologies.

Legal Due Diligence

When selling a business, the legal standing of the business determines the smoothness, efficiency, and speed at which the transaction is finalized. M&A Advisors offer a sell-side M&A process backed by the viability of a California Licensed business or transaction attorney. With a licensed California M&A Advisor, you can be certain the legal documents involved in the sell-side M&A process is detailed and accurate. 

Business Analysis

To avoid wasting time with unqualified buyers, get help from a trusted, licensed, and accredited California M&A Advisor. An M&A Advisor will vet potential buyers to make sure they're legitimate and are serious about purchasing your business. An M&A Advisor knows the ins and outs of selling a lower middle market business and can also help you get your business in shape to get you the best deal.

Financial Due Diligence

Our service includes deal team professionals to assist you. From financial to legal documents to tax and procedures, we want to make sure you are covered.

If you have your own in-house team of advisors, Rogerson Business Services can help make the M&A sell-side process as easy as possible by offering insights that help the team understand and are in alignment with the same goals as yours. 

Definitive Purchase Agreement

The Definitive Purchase Agreement is usually extremely complex. It is easy to overlook the all the terms and legal jargon, but every paragraph is important and duly considered. It is therefore critical to ask questions and ensure you are comfortable with the final set of legal documents you need to sign.

M&A Sell-Side Targeting

Rogerson Business Services provide Mergers & Acquisition M&A Sell-Side Advisory. We zero target off-market, accretive, private equity and strategic buyers with an interest in lower to middle market companies or businesses  to maximize incremental growth value.

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