The Tax-Exempt Business Diversification Trust That Works

If you’re a business owner sitting on a company that has appreciated by a million dollars or more, you might feel trapped:

🔹 You want to sell and enjoy the rewards…

🔹 But the capital gains tax hit is holding you back.

What if you could sell your business...and not lose a large chunk of it to the IRS?
 
What if you could diversify your portfolio, eliminate taxes, and still control the proceeds?

📲 That’s exactly what we’ll show you on our upcoming virtual training.

You’ll learn about a proven, IRS-compliant strategy called the Asset Diversification Trust, used by thousands of high-net-worth families to:
➡️ Sell appreciated assets, including privately held businesses
➡️ Eliminate capital gains taxes
➡️ Reduce or eliminate estate taxes
➡️ And still benefit from the full pre-tax value...while maintaining control

This is not a CRUT. Not a DST. Not a monetized installment sale.
It’s a tax-exempt strategy built to withstand scrutiny...and deliver results.

Sterling Foundation Management has helped clients save over $1 billion in taxes over the past 26 years. We collaborate directly with attorneys, CPAs, and financial advisors to bring best-in-class solutions to your planning team.

If you’re exploring how to exit your business wisely, this training could be your game-changer.

🎓 This session is 100% educational. Nothing will be sold.
🌐 Click here to register now

Event Details:
📅 September 25th, 2025
🕒 2PM to 3PM ET
💻 Zoom