We believe our clients deserve to keep and grow the wealth they’ve spent a lifetime building.
We built Telos when we observed an unmet need for clients who were selling businesses, real estate, or other highly appreciated assets. We recognized that they were unable to exit their ownership positions without their wealth either eroded through exorbitant taxes or jeopardized through owner financing risks.
The 453 Exchange
The 453 Exchange enables our clients to accomplish two primary goals:
- Defer taxes on their capital gains when they exit their ownership position, and...
- Earn a competitive return that creates an ongoing, passive income stream on the pre-tax proceeds of their sale.
The 453 Exchange enables our clients to keep their hard-earned capital gains working for them to produce a reliable, passive income stream that continues long after their asset sale.
To protect our clients, we balance proactive business planning with conservative tax planning.
The 453 Exchanged was developed with the oversight of a major international tax law firm. They helped us craft the right structure to properly comply with IRS guidelines and successfully defer capital gains taxes.