Tax Driven Solutions

...To Maximize Your Sale Proceeds

The Situation:

You have stand alone, or a portfolio of investment grade real estate assets (office, industrial, multi -residential, retail (food anchored / regional centre), and/or hotels) that have substantially appreciated in value and are held by a private Canadian corporation;
You would like to sell some or all of these assets to either redeploy your capital, unwind your operations or possibly finalize your succession planning; and
You have been reluctant to move forward with your plans due to the significant tax obligations that will result from a transfer of your assets.

The Solution:

The best solution to your pending tax obligation is to structure a sale of your asset(s) to a purchaser that can utilize their existing tax losses to offset tax liabilities (minimum asset value of $20.0M for a tax structured deal to be effective);
Succession planning structures can also be put in place to retain an interest in the assets.

The Result:

Selling and structuring a deal with a purchaser that will assume your tax liabilities, will result in a higher amount of sale proceeds to you as compared to a traditional market sale transaction, which means more money in your pocket!

The Next Step:

Give us a call to discuss your situation and we will let you know whether the purchaser, a private equity fund can structure a deal to satisfy your needs.

Enhance your returns...call us today!

____________________