Portland Business Broker Provides Succession Planning Services for Entrepreneurs Selling Companies in the Middle Market

Deal Capital, a Portland business broker serving both Portland, Oregon and Seattle, Washington for business buying and selling, announces the partnership with key succession planners for the middle market. The latest partnership includes insurance and asset management experts in both Washington and Oregon. Asset managers and succession planners help to complement the entire value chain for selling companies worth many millions of dollars.

Succession Planning

Proper planning for entrepreneurial sellouts requires expert life insurance and buy-sell agreement structuring. "Our partners will be providing expert assistance in utilizing insurance provisions to fund buyouts from family-owned enterprises," says Troy Jenkins VP of Marketing for Deal Capital. "By partnering with life insurance providers we are able to utilize insurance for funding buyout provisions of small corporations in the Portland market."

By utilizing death benefit life insurance and/or cash policy loans from life insurance are two ways in which having expert life insurance providers as partner is helpful in funding the buyout of various partners in a transaction. In addition, split-dollar insurance may be used in some instances to at least defray some of the costs associated with buying out a owner/founder.

Tax Planning for Middle Market Owners

Because a business sale often represents a huge upfront cash payout to the owner, there are tax considerations that may need to be addressed when the liquidity event occurs. Deal Capital's Portland office has both in-house and external experts in accounting and law to help address the issues with planning for large tax burdens incident upon the departure of key stakeholders.

"We like to take a holistic approach to middle market M&A advisory," says Jenkins. "We are ultimately successful when our clients are successful. That is why we like to take a hands-on approach in assisting them in every step of the business sales process. We find it creates an extreme value-add for potential sellers as they can get comfortable with, and have a grasp on all the potential 'gotchas' that can arise when they finally decide to sell the company."

About Deal Capital

DealCapital.com is a middle market investment bank represented in 11 of the biggest markets in the United States. They have done billions of dollars in deal flow and expect to do many more in the years to come. The company's deals have ranged across a myriad of industries. From healthcare M&A to software, Deal Capital has grown to become a powerhouse for executing middle-market deals.