Real Estate Investment Properties
Gains are made at the time a property is purchased - more so than when it is sold. Overpay for a property and there is little hope of selling for a profit. How, then, do you buy at the right price and terms? Utilize the experience of professionals who know and understand gross or net income multipliers and cap rates.
Neill Werkheiser is active in assisting buyers and sellers of investment properties and operating businesses. Having been involved in numerous transactions over 40+ years, he understands the valuation methods such as the Capitalization of Earnings method, the Excess Earnings method, Gross Multipler method and others.
Properly pricing an investment property for sale or making an offer to purchase investment property requires knowing how to calculate net income, how to apply multipliers, how to use cap rates and how to evaluate the condition of a property.
Yes, it is possible to avoid paying capital gains tax on the disposal of a property, other than your primary residence. Proper use of IRS "like kind exchange" regulations must be employed, however. Intermediary services such as title agencies generally assist taxpayers with this move.
Business Sales and Purchases
Business brokerage is the bringing together of buyers and sellers for the purchase and sale of operating businesses. Determining the value of a business is much different that valuing real estate or investment property. In this instance, you will be concerned with cash income streams, recast income, capitalized earnings and financing terms. Needless to say, this is a specialized field that requires expertise.