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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…
Read MoreThe 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.…
Read MoreThe 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.…
Read MoreThe 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…
Read MoreThe 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…
Read MoreThe 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…
Read MoreThe 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…
Read MoreCapital 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…
Read MoreThe 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…
Read MoreThe 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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