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Sell Your Assets More Effectively with Tax Planning Strategies

"Selling a highly appreciated asset without a coordinated plan can cost more in one transaction than years of careful savings. The strategy around the sale matters as much as the decision to sell."

— Scott Jones, BFA™ CPFA® CRPC® RFC®, Founder, Genesis Wealth Advisor Group

Sell Your Assets More Effectively

Sell Your Assets More Effectively

Experience a more strategic alternative to a traditional, outright sale of assets such as a business, real estate, highly appreciated investments or event collectables with the Intermediated Installment Sale, built upon IRS Code §453. This innovative structure empowers you to unlock greater value and flexibility from your transaction, offering advantages that go beyond a conventional outright sale.

By deferring the payment of capital gains tax, the Intermediated Installment Sale gives you the opportunity to earn income on funds that would otherwise be paid in taxes. This can result in a more tax-efficient outcome compared to an outright sale, allowing you to optimize your financial future while enjoying greater control and protection every step of the way.


Benefits You Can Achieve Include:

  • Capital Gains Deferral
    Defer your capital gains tax liability for several years after the sale, allowing you to harness the power of inflation and keep more of your proceeds working for you.

  • Asset Protection
    Safeguard your wealth—this structure helps shield your assets from potential creditors and legal claims, providing peace of mind as you transition to your next chapter.

  • Income Replacement
    Maintain your financial confidence by generating a steady stream of income to replace what you may lose from selling your business or real estate.

  • Risk Management
    Benefit from enhanced risk management. Our approach helps you avoid the pitfalls commonly associated with holding a note for a buyer, delivering greater security throughout the process.

  • Greater Investment Flexibility
    Access more investable cash and income, giving you the freedom to pursue new opportunities and grow your wealth on your terms.


Potential Risks 

  • Intermediated installment sales can provide significant tax deferral benefits, but they come with risks, including credit risk, regulatory uncertainty as the IRS or Congress can change the laws, and investment risk. Sellers should carefully weigh these factors and consult with qualified financial, tax and legal advisors before proceeding.
Read our Article Article in USA News about Installment Sale Trusts

What Other Common Mistakes Do People Make?

Before your transaction closes, it may be worth reviewing the planning errors we see most often among business owners and families coordinating a sale. Download our free guide: 7 Common Planning Mistakes 

Download The 7 Common Mistakes Guide

For clients coordinating a business sale alongside retirement income planning, estate planning, and tax strategy, the Genesis Premier Virtual Family Office™ brings each of these areas together as a unified plan. 

See if an Intermediated Installment Sale Could Help You

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This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for tax, legal, or accounting advice. You should consult your own tax, legal, and accounting advisors before engaging in any transaction.

Date Updated: April 29, 2026