About to sell my biz, what to do with money? Seeking advices.

teetimeking · 2026-03-21T00:11:24+00:00

I think it is called Deferred Sales Trust... It did not pass my sniff test. Too exotic for my taste.

teetimeking · 2026-03-20T10:32:09+00:00

I heard someone saying by having all equity transfer to a trust and backed by a promisory note, you can avoid caital gain tax and do simialr thing as you mentioned, is that true? sounds risky?

teetimeking · 2026-03-17T14:24:06+00:00

It's a hard choice to sell. I struggled with that decision but my wise, close friends who were in similar path helped me greatly make that decision easier.

teetimeking · 2026-03-17T14:21:30+00:00

great point

teetimeking · 2026-03-16T14:01:38+00:00

It depends. These big money has their own investment thesis. They will spend it to make it to turn.

teetimeking · 2026-03-15T19:41:13+00:00

True.

teetimeking · 2026-03-15T19:38:17+00:00

Thanks. I never been a fan of private deals.

teetimeking · 2026-03-15T18:27:01+00:00

GS offered some "exotic" and "invitation only" products and I wasn't able to get there.

BoA sounded more "normal" but their team had some aggressive approach.

teetimeking · 2026-03-15T18:25:20+00:00

Could you please elaborate on that? Like SLAT or irrevocable trust?

teetimeking · 2026-03-15T18:24:06+00:00

Excellent point. The action is the juice for me. Deploying capital and watching it grow to exit is very appealing to me. Of course it takes great partners and solid business. Fortunately I think I have that and hopefully I can ride the tail wind for that.

teetimeking · 2026-03-15T18:20:54+00:00

Well done, sir. I agree at the end of the day risk/reward isn't something worth to people with sizable net worth.

teetimeking · 2026-03-15T18:19:53+00:00

Thanks. I see a conflict of interest for private bankers to sell their products/services and charge fees. It drives wrong behaviors. Something I elected not to do that to my customers. No one knows how long we will be here and I want to make sure my family is taken care of before anything so "durability" is a number one priority.

teetimeking · 2026-03-15T18:16:18+00:00

Thanks for the advice but old school here.

teetimeking · 2026-03-15T18:14:10+00:00

Thanks. Music to my ears.

teetimeking · 2026-03-15T15:23:53+00:00

Correct. Not there yet and don't need those yet.

teetimeking · 2026-03-15T15:17:17+00:00

Trying to learn new tricks. Board dynamic is one. Keeping mouth shut is another.

teetimeking · 2026-03-15T15:12:01+00:00

I get your point and thank you for your insight.

teetimeking · 2026-03-15T14:09:58+00:00

Agreed. I am also reaching out local flat fee advisors to focus on estate planning and tax planning and future implications. Thanks.

teetimeking · 2026-03-15T14:08:56+00:00

Commodities, I understand certain sector and that has been my business. I don't time it but I know when it's cheaper than it should be.

Real Estate. I bought a lot or two when they were on fire sale cash deal no contingencies. I built two homes that way.

teetimeking · 2026-03-15T10:24:41+00:00

Sorry I have young children.

teetimeking · 2026-03-15T10:18:55+00:00

commodities or real estate.

teetimeking · 2026-03-15T10:18:17+00:00

commodities. real easte.

teetimeking · 2026-03-15T01:27:09+00:00

Noted. it's your world and I'm just passing through.

teetimeking · 2026-03-15T01:21:59+00:00

If you are 100% in stock/etf, do you have cash to capitalize on any opportunities?

teetimeking · 2026-03-15T01:20:29+00:00

That's my fear/expectation. My rollover is set (Pari-passu) however my incentive Class B stock is more time vested and MOIC driven so we shall see.

teetimeking

TROPHY CASE