Business Owners

The Business Owner and Real Estate Exit Guide

Planning a sale that includes both a business and the real estate it operates from.

Cover of The Business Owner and Real Estate Exit Guide
What's Inside

What you'll find in this guide

Why only the real estate portion can generally be exchanged under Section 1031

How asset allocation between buyer and seller affects your tax outcome

Sale-leaseback and retain-and-lease structures worth considering

Questions to align your M&A adviser and real estate adviser

When a business sale includes the building it operates from, the real estate and the business are often taxed differently, sold on different timelines, and open to different planning strategies. This free guide separates the two components so each can be planned properly.

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This material is for educational and informational purposes only and does not constitute investment, tax, accounting, or legal advice. Delaware Statutory Trusts are illiquid, involve sponsor and real estate risk, are generally available only to accredited investors, and may result in loss of principal. Insight Investment Advisers — decision-first, product-second.