For business owners
Retire on a plan, not a lump sum.
When you sell a company you have built, how the proceeds are paid out matters as much as the price.
Structured (installment) sales
An installment structured sale spreads proceeds over time to create ongoing income. It can be a useful point in negotiation and, for some sellers, a way to improve the after-tax result. Whether it fits depends on your situation, your buyer, and your tax adviser’s view.
A focus on stable income
Bill’s work is creating dependable income streams and keeping clients financially stable over the long term, alongside traditional retirement planning.
Bill is not a lawyer or tax adviser. Tax results are not guaranteed and depend on your facts.