Business Exit Planning Services and Business Transitions

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Service - Exit Planning

At Sera Capital, we offer exit planning services. We partner with you and your advisors to help real estate investors and entrepreneurs sell highly appreciated assets tax-efficiently. We help landlords and business owners retire.

Sera Capital is a Registered Investment Advisor and Fee-Only Fiduciary that operates as an independent consultant. We act as your buyer’s agent in an actual fiduciary capacity and are only compensated by our clients. We emphasize transparency, have zero conflicts of interest, and are entirely agnostic. We work with our clients and their advisors to ensure they thoroughly understand their exit plans.  We educate them every step of the way to ensure they are confident with their decision.

Sera Capital provides capital gains tax reduction, deferral, and tax elimination services using 1031 Exchanges, Traditional Delaware Statutory Trusts (DSTs), Section 721 Exchange UPREIT DSTs (DSTs that convert into REITs), Qualified Opportunity Zone Funds, Section 453 Structured Installment Sales & Deferred Sales Trusts, and Personalized Wealth Management to individuals selling highly appreciated real estate, businesses, and concentrated stock positions. We aim to provide insight and action using IRS codes to help create a custom solution to help our clients reduce, defer, and eliminate taxes while providing tax-advantaged income and capital appreciation.

“When you want out, call us in.”

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