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Optimizing Taxation and Investments for Selling Your Business

By the Individual Partner

Published yesterday at 10:41, Updated yesterday at 20:38

Don’t miss our next online conference on March 13 at 6 p.m. The Individual Partner

You are preparing to sell your business. Anticipation is key to ensuring the sustainability of the activity and optimizing the taxation of capital gains on sale. On March 13, discover the systems and investments adapted to the transferring manager, during our program “Tête à tête avec”.

A meeting to follow on our site, Wednesday March 13, 2024 at 6 p.m.

For more information and add this event to your calendar: click ici.

Selling your business is an important step in the life of an SME or VSE manager. While the reasons may be specific to each entrepreneur (retirement, new business or family project, etc.), any transfer requires time to find the right buyer and anticipate the tax consequences of a significant inflow of money. Thus, on average, selling your business is anticipated at least two years before the transaction is finalized.

Optimize your taxation when selling your business

Transferring your business is possible for a fee (progressive transfer, rental management accompanied by a promise to purchase, merger-absorption, partial contribution of assets, etc.) or for free (donation, donation-sharing, etc.). Depending on your personal and family situation at the time of the transfer project, certain arrangements seem more suitable. Being supported by professionals in the entrepreneur’s asset management allows you to study all the options and choose the legal status of transfer adapted to your project.

Several mechanisms make it possible to optimize the taxation of the transferring entrepreneur (family transfer, ownership via a holding company, retirement, duration of holding of securities, etc.). Some of them allow total exemption from capital gains on sale.

Invest the capital gains from the sale of your business

Life insurance, securities account, capitalization contract… The investments allowing you to invest the capital gains from the sale of your business are varied. Each of them presents specific advantages depending on your investment horizon and your objective (anticipating your inheritance during your lifetime, financing other entrepreneurial projects via private equity, preparing for your retirement, etc.).

To understand how you can prepare the sale of your business and choose the investments to invest the proceeds of the sale, Gilane Barret receives Thibault Cassagne, senior asset engineer at La Financière de l’Echiquier, during our next program “En Tête Head With”.

A meeting to follow on our site, Wednesday March 13 at 6 p.m.

For more information and add this event to your calendar: click ici.

2024-02-22 01:26:50
#Débat #partenaire #Business #transfer #optimize #reinvest #capital

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