STRUCTURED INSTALLMENT SALES: UNLOCKING TAX-DEFERRED WEALTH FOR YOUR EXITING BUSINESS OWNER CLIENTS

Join us for an essential webinar exploring Structured Installment Sales—a powerful strategy that can transform how your clients exit their businesses. As an exit planning advisor, you know that business sales often trigger devastating tax consequences that can erode 30-40% of your client's life's work. This session will demonstrate how Structured Installment Sales enable business owners to defer capital gains taxes while receiving guaranteed, tax-optimized income streams for years or decades. We'll examine real-world case studies, explore critical compliance requirements, and reveal when this strategy makes sense for your clients. You'll discover how to identify ideal candidates, work effectively with the Structured Installment Sale provider, structure transactions properly, and integrate this approach into comprehensive exit plans. Whether you're a wealth advisor, CPA, attorney, or M&A specialist, you'll gain actionable knowledge to deliver significantly better after-tax outcomes for business owners in transition.

Learning Objectives:

  • Understand the fundamental mechanics of Structured Installment Sales and how they differ from traditional installment sales in deferring capital gains taxation.

  • Identify ideal client candidates for Structured Installment Sales based on transaction size, exit timeline, income needs, and overall tax situation.

  • Navigate the compliance framework including IRS requirements, proper transaction structure, and common pitfalls that can disqualify the tax deferral benefits.

  • Integrate Structured Installment Sales into comprehensive exit planning strategies alongside other wealth preservation and succession planning tools.

  • Communicate the value proposition effectively to business owner clients, including realistic illustrations of tax savings and long-term income stream benefits.

Event Details

Date: Tuesday, March 03, 2026
Time: 1:00 pm - 2:00 pm Eastern Time
Where: ON24
Cost:
Value Acceleration Knowledge Hours: 1
Register Now

Who Should Attend?

  • Attorneys

    You have close relationships with clients, and can benefit from being the first advisor to introduce the idea of exit planning.

  • CPAs/Accountants

    Owners participating in the State of Owner Readiness research continue to indicate that you are the No. 1 "Most Trusted Advisor." You are a natural fit to lead the exit planning team and deepen your relationship (and retention) of next generation owners.

  • Wealth Managers

    You’re a skilled relationship person. Being entangled into your clients’ professional lives matters as you build a strategy to manage their wealth upon them harvesting it from their business. Exit planning allows you to build a deeper relationship with your client, expands your COI network, while giving you an early seat at table well before the liquidity event.

  • Financial Advisors

    One of the critical ‘legs of the stool’ is personal financing planning. An owner must have a strong financial plan & contingency plan post-transition to enable them to thrive in the next act of the lives personally and financially. Exit planning brings this future mindset into the present. Exit is now.

  • Valuation Analysts

    Valuation is both a billable engagement AND an opportunity to provide owners some perspective on how to accelerate value drivers (and deal with value killers). Use exit planning to make that valuation into a longer term value acceleration engagement.

  • Investment Bankers

    Only 2 of every 10 businesses that come to market actually sell. Learn how exit planning can bring attractive AND ready business to your purview.

  • Estate Planners

    Exit planning is a natural fit for estate planners who want to operate more holistically with their owner clients.

  • Strategic Consultants

    One of the most critical roles in exit planning is building transferable value. Strategic consultants have the ability to expand options and drive rapid business value that affect performance today.

  • Insurance Professionals

    Exit planning addresses the 5 D's. So do you. Approach the risk conversation differently with exit planning.

  • Mergers & Acquisition Advisors

    Proper exit planning causes less deals to fall through at the last minute. Connect with CEPAs to build your healthy deal flow network.

  • Commercial Lenders

    One of the best relationships a business owner makes is with their banker. How can you help your corporate clients think about the future and ensure financial continuity? Answer: exit planning.

  • Family Business Advisors

    More than 50% of lower middle market business owners would prefer to transition to the next generation. Help them succeed with exit planning strategies.

  • Other Professional Advisors

    Regardless of your unique specialty, there is seat at the exit planning table for you. Learn more at www.EarnCEPA.com.

  • Private Business Owners

  • Members of Family Business Boards

  • Professional Advisors

  • Business Consultants

  • Other Business Professionals

  • Business Owners

  • Business Owners & Their Trusted Advisors

EXIT PLANNING IS GOOD BUSINESS STRATEGY

The Exit Planning Institute, provides Financial Advisors, Accountants, Consultants, and other advisors of business owners with the critical education to differentiate themselves and add value to their existing client relationships through a credential, conference, courses, and content. Download the CEPA brochure for more information.

ABOUT THE PRESENTER

    Subscribe to our newsletter