DST 1031 Exchange ADVISORS DST investments

ABOUT

WHY FISHER ADVISORS LLC?

Fisher Advisors LLC, was established in 1980 by David Fisher, and has three convenient offices located in The Woodlands, TX, Sacramento and San Diego, CA.

We are a boutique Business Broker & Selling Intermediary specializing exclusively in sell-side representation of small to mid-size businesses that are usually operated from the real estate they own or from long-term leases they control such as, vineyards, boutique bed and breakfast inns, manufacturers, distilleries, special event venues etc.

What differentiates us from the competition is our experience as a capital gains tax deferral and income-tax reduction strategist. Our history as an experienced (FINRA) advisor and certified alternative investment advisory firm (CAIA) has provided us with exceptional insight on various capital gains tax deferral and income tax reducing strategies. When selling your business with its related real estate, it is important to understand how various capital gains tax reducing strategies and tactics can deliver exceptional wealth preservation benefits when appropriately applied. A few of the most powerful tax deferring tools we advise our client's to incorporate into any sale might include, the IRS §1031 Exchange, the Deferred Sales Trust and or the application of Cost Segregation. These tactical tools may be utilized independent of each other or within a combined strategy.

We take an all-inclusive approach when providing business owners with tax deferral options in their business exit strategies. Fisher Advisors LLC is unique when compared to other business brokers because we incorporate the tools mentioned above into our analysis, valuation and selling process. Our clients have benefited from these tax deferral strategies by redirecting hundreds of thousands of dollars that would have gone toward unnecessary payment of capital gains taxes into cash-flowing passive investments ---a perfect component to an overall retirement centric exit strategy.

With over $1 Billion in aggregate value of successfully closed business sales and related real estate, acquisitions and advisory services (recent samples here), we can say that we are one of the oldest and most experienced business brokerage firms in the industry with such a depth of experience specific to the benefits that IRS §1031 tax deferred exchanges can deliver.

As a boutique business brokerage firm we are better suited to delivering a more personalized service without compromising any of the transactional elements or selling platforms that we share with the larger investment banks. These attributes, along with consistently delivering superior results, have earned us the reputation as the brokerage "that gets the job done"! We listen to what our clients are looking to accomplish with the sale of their business and develop a personalized investment exit strategy that takes into consideration retirement, legacy wealth preservation and wealth maximization concerns. Our assignments are client-centric ---and our approach is holistic when constructing comprehensive business sales and related real estate tax deferral exchange programs. We pride ourselves on tackling complex transactions and attempt to present your business story, opportunities and future expansion goals to potential buyers in such a way that they will find attractive. When presenting our marketing program to you, while we are conscious of yield, we do not chase it. Rather, we focus on your core objectives ---what you are attempting to accomplish with your exit.

MARKET ASSESSMENT
You benefit by our constantly assessing prospective market trends and opportunities, coupled with real time feedback from our active buyers to determine their current business and investment demand. Ultimately, we market your business investment across sectors and geographies that represent the best performance prospects from qualified buyers.

UNDERSTANDING YOUR BUSINESS
Mr. Fisher, has been an active participant in the alternative business brokerage market for most of his career. As a business owner of multiple companies that he has sold at substantial profits, and as an advisor to small and mid cap business owners, there is no assignment too small or too complex that he would not be able to bring to a successful close. He is certified as a Commercial Investment Member, CCIM, and a Certified Alternate Investment Specialist CAIS.
---We drive the process that creates value, maximizes your wealth and preserves your financial legacy.