Breen Financial Management

At Breen Financial Management we specialize in helping business owners make informed decisions about the best way convert their most valuable and illiquid asset – their business – into cash; and to do so in a way that minimizes the amount of expense, taxation and risk involved in the transaction. In 2016 we affiliated with the Estate Planning Team, a group of highly trained professionals committed to helping business owners reduce transaction risk and increase their net sale proceeds using the Deferred Sales Trust™. The Deferred Sales Trust™ is the core service of the Estate Planning Team and a respected capital gains tax deferral strategy for the sale of a highly-appreciated asset such as a business or investment real estate. It has been successfully used for over 20 years and has the potential to generate more money over the long run than a direct and taxed sale. baby boomers will turn 65 every day between now and the year 2030. Per the Alliance of Mergers & Acquisitions Advisors, an estimated $10 trillion of privately owned businesses will be either be sold or closed as these baby boomers retire. Many of these retiring business owners will be interested in minimizing the capital gains tax liability associated with the sale of their business as they transition into retirement. Breen Financial Management was founded in 1996 as an independent financial planning firm dedicated to helping clients achieve their wealth management, retirement and estate planning goals. We take the time to get to know you, listen to what it is you want to accomplish, then use our experience and expertise to help you achieve your goals. We work with you every step of the way and your financial best interest always comes first. Visit our website to learn more about us and to request a tax savings analysis of the sale of your business or real estate asset using the Deferred Sales Trust™.