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Real Estate and Securities Policy
Capital Strategies is a licensed real estate brokerage firm in Idaho. We focus on business brokerage offering transaction advisory services to clients in the transfer of 100% ownership of the assets of their business. Sheila Spangler is a licensed real estate broker as per requirements of Idaho law for the transfer of business assets.
Owning or leasing commercial real estate is a critical piece of business ownership. When transferring a business to a new owner, determining whether to buy or lease the associated real estate is a key part of the decision-making process.
In addition to transferring the business assets, we also transfer the real estate assets through negotiating a new lease with the current landlord (which may be the seller of the business) or handling the sale of the real estate. If the business seller wishes to sell the real estate as part of the business sale, we make sure that the transaction is structured appropriately for financing. We work closely with the financial advisors (CPA, attorney, etc.) of the buyer and seller to make sure that the sale is structured in such a way to maximize opportunity and minimize taxes.
In addition to engaging the services of Capital Strategies, we strongly recommend that all of our clients and customers employ the services of qualified advisors such as a Certified Public Accountant and attorney to assist in the successful completion of a transaction. Capital Strategies partners with highly regarded and reputable business valuation experts to determine the value of your business.
However, we strongly recommend that you to carefully select your advisors. Not all CPA’s are qualified to advise you in determining business value and not all attorneys know how to handle a business sale transaction. Ask for references and recommendations on successful business transactions. For example, an attorney that handles “general business” or “divorce” matters is not qualified to advise you on how to structure a buy-sell agreement. Also, if a CPA handles tax matters but doesn’t have any certifications or experience in valuing a business, then he or she is not qualified to tell you the price of a business.
We have a list of recommended providers to value your business and guide you in the preparation of business purchase and sale agreements. Please send an email to sheila@capitalstrategies-usa.com for this information.
Capital Strategies does not sell stock, securities or equity stakes in a business. We assist with the transfer of 100% ownership, regardless of whether an acquisition is structured as an asset or stock purchase. There are times when the financial advisors will recommend a stock purchase or sale to their clients. Capital Strategies does not advise clients on these matters.