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Case Studies

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Featured Stories

Case Study: Warehouse Building

(317) 268-8880 Free In-Depth Tax Analysis Warehouse Building The Problem Gary was looking to sell an office building for a $1,200,000 Gain, but he was going to get hit with $342,200 in Transaction Taxes. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save…

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Case Study: Rental Properties

(317) 268-8880 Free In-Depth Tax Analysis Rental Properties The Problem Pastor Tim was paying $13,000,000 in unnecessary taxes for Real Estate in a C-Corp. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. On top of that, CSS was able to save all of the family’s assets and create a lasting plan for…

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Case Study: Plastic Molding Company

(317) 268-8880 Free In-Depth Tax Analysis Plastic Molding The Problem Mr. DeLong wanted to retire, but was looking at upwards of $3.5 Million in taxes upon selling is Land, S-Corp Stock, and Depreciated Equipment. The Solution CSS worked with the client all the way through his retirement to make sure he paid nothing in taxes. With CSS’s…

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Case Study: Office Building

(317) 268-8880 Free In-Depth Tax Analysis Office Building The Problem The client was looking to sell an office building for a $1,000,000 Gain, but he was going to get hit with $286,000 in Transaction Taxes. The Solution CSS was able to save him 100% of the money he would have lost to taxes. Now he has a structure…

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Case Study: Manufacturing

(317) 268-8880 Free In-Depth Tax Analysis Manufacturing The Problem The client was going to pay $6,000,000 in taxes on $12,000,000 in Capital Gains. The total amount for sale of the LLC Units was $36,000,000. The Solution CSS stepped in and incorporated tax-deferral strategies to completely eliminate this problem. The client left the sale keeping all $12,000,000 in…

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More Stories

The Legacy Success Cycle

When you sell appreciated assets or your business, earn income on 100% of each asset sold with the FTI Legacy Success Cycle℠  What is The Legacy Success Cycle℠? The Legacy Success Cycle℠ educates you about about matter you don’t even know that you don’t know — your most critical blindspots for transition planning, and provides…

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The Technical Coordinator

The Technical Coordinator℠ helps you bring people and assets together to think through financial issues for the future. What is The Technical Coordinator℠? The Technical Coordinator℠ gives you everything you need to have your plan accomplish what you want. We begin with your priorities; you’ll discover most plans do not address what is most important to you.…

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The Technical Coordinator

The Technical Coordinator℠ helps you bring people and assets together to think through financial issues for the future. What is The Technical Coordinator℠? The Technical Coordinator℠ gives you everything you need to have your plan accomplish what you want. We begin with your priorities; you’ll discover most plans do not address what is most important to you.…

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The FTI Credit Resources

Leverage Your New Cash for Growth What are The FTI Credit Resources? First, we’ll tell you what it’s not. We aren’t a legal lender who finances business investments or diversification. FTI Credit Resources all start with a tax deferral. Once you’ve entered into a deferral transaction with us, we are ready to help you secure…

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The FTI Credit Resources

Leverage Your New Cash for Growth What are The FTI Credit Resources? First, we’ll tell you what it’s not. We aren’t a legal lender who finances business investments or diversification. FTI Credit Resources all start with a tax deferral. Once you’ve entered into a deferral transaction with us, we are ready to help you secure…

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The Value Builder

The Value Builder℠ combines MIT-developed algorithms, market-pricing, and strategic analysis to help you know exactly how to add value fastest and best prepare for a business exit.  What is The Value Builder℠? The FTI Value Builder℠ is a process that tells you what your business is worth to real buyers and how to add value fastest. We combine…

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The Value Builder

The Value Builder℠ combines MIT-developed algorithms, market-pricing, and strategic analysis to help you know exactly how to add value fastest and best prepare for a business exit.  What is The Value Builder℠? The FTI Value Builder℠ is a process that tells you what your business is worth to real buyers and how to add value fastest. We combine…

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Capital Gains Deferral: The 1031 Stretchout

Protect your balance sheet from a 15-27% reduction due to Capital Gains Taxes What is The 1031 Stretchout℠? The 1031 Stretchout lets you defer some or all of your capital gains on the sale of an asset by making us your resellers. It converts appreciated capital transactions, including most non-qualified properties, into deferred sales. 1. Invest…

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The Legacy Protector

Never Pay Capital Gains Tax Ever Again What Is the Legacy Protector℠? The Legacy Protector℠ complements our other programs with everything you need to protect your estate and legacy. University, family business and professional studies agree that 70% of estate plans “fail,” meaning “the heirs are involuntarily parted from their assets.” Those are expensive estate…

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The Maximizer

The Maximizer℠ Looking for economic leverage to achieve retirement and legacy goals? The Maximizer℠ uniquely combines The 1031 Stretchout, The Value Builder, and The FTI Credit Resources to help you accomplish goals you may not have imagined possible. From immediate expense and tax savings to the utilization of the best minds and systems for asset…

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