Case Studies

tailored approach

Understanding Both Sides of the Table

We assisted owners in the sale of a diverse portfolio of commercial properties. Bringing hands-on experience representing both buyers and sellers, we structured the transaction to satisfy all parties involved, and minimized the adverse tax consequences for our clients.

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Challenge

We assisted a family which owned a diverse portfolio of commercial properties, in liquidating their holdings in the most tax-advantageous way.

Solution

Our client’s properties were acquired and held in a C corporation. We structured a favorable transaction to sell its shares and minimized their adverse tax consequences. With our experience representing both buyers and sellers, we were able to convince the buyer of the advantages of the transaction on its end, which allowed the deal to go forward.