The sale of real estate is often a very personal decision for families when balancing tax, cash-flow, asset
protection, estate, and family concerns/opportunities – and the decisions become even more involved when the real estate is owned by the family business and succession/exit is in the near future. Should the real estate be a part of the sale? And if so, how does it affect the business value? Join Greg and Steve as they discuss how the real estate should be held, building projections, rent/lease options, investment strategies that may be more appropriate than traditional methods, the basic mechanics of the different programs, and advanced techniques you and your business owner clients can use to maximize the available financial and tax benefits.