Workshops

For Advisors

Dudek Kelly is the Structure Installment Sale

The go-to partner for trusted advisors.

Dudek Kelly Partners With a Wide Range of:

Trusted advisors

Discover how your clients may be able to utilize SIS to retire comfortably, avoiding the negative consequences of capital gains.

SIS improves the relationships between our referral partners and their clients.

Financial Advisors

  • Financial advisor act as a guide, helping sellers make informed decisions, navigate complexities, and develop a holistic financial strategy
  • They help seller's maximize the proceeds from a home or business sale to secure a comfortable retirement.
  • Also, they help minimize capital gains taxes by maximizing cost basis, which includes the purchase price when selling a home or business.
  • Financial advisers analyze how the proceeds from your home or business sale will affect your overall financial plan and retirement goals.

    • CPAs

  • A Certified Public Accountant plays a crucial role in selling a home or business, primarily by providing financial expertise and guidance throughout the sale process.
  • They assist with valuation, due diligence, tax planning, deal structuring, and financial analysis.
  • CPAs also help with financial documentation, ensuring accurate and up-to-date records are available for potential buyers.
  • CPAs will be directly involved with a Structured Installment Sale to guide the seller regarding capital gains tax implications.

    • M&A Advisors

  • When a business owner wants to sell their company, an investment banker or business broker acts as a sell-side advisor to guide them through the complex process and help achieve their objectives, such as maximizing the sale price, finding the right buyer, and ensuring favorable terms.
  • They advise their clients on deal structuring, risk management, and strategic decision-making throughout the process. This could include the use of Structured Installment Sale tools to protect the seller from capital gains.

    • Attorneys

  • When selling a home or business, attorneys play a crucial role in ensuring a smooth and legally sound transaction.
  • They can be involved in various aspects, from due diligence and contract negotiation to compliance and dispute resolution,
    • safeguarding the seller's interests.
  • This includes advising on the use of Structured Installment Sales to help mitigate the consequences of capital gains.

    • Real Estate Agents

  • While a real estate agent's primary focus is on property transactions, their knowledge of the real estate market can indirectly support retirement planning, especially if considering real estate as a component of the retirement strategy. Real estate agents often work closely with financial advisors to support a seller's retirement goals.
  • A structured installment sale can unlock more sellers who have highly appreciated assets and are reluctant to sell due to high capital gains.
  • Knowledge of the benefits and options created by structured installment sales will only enhance a real estate agent's expertise in market analysis, marketing and transaction negotiations.

    • When Should Trusted Advisors Bring In Dudek Kelly?

    Deal stages & SIS

    Preparation & Planning

    Advisor-Client Workshop
    A.) Suitability Document

    Market Readiness
    Marketing & Finding Buyers
    Offers & Negotiations

    Buyer & Seller
    B.) Purchase & Sale
    Agreement

    Due Diligence

    Buyer
    C.) Source of
    Funds Verification

    Buyer & Seller
    D.) Addendum to
    Purchase & Sale
    Agreement

    Closing the Deal

    Dudek Kelly &
    Insurance Company
    E.) Annuity Application

    Buyer & Seller
    F.) Representation
    & Acknowledgement 

    Post Sale Closing

    Buyer, Seller & Insurance Company
    G.) Assignment
    Agreement

    High-Level Transaction Illustration for Selling a Home or Business

    Trusted Advisors always want to know how Structured Installment Sales fit into the transaction process with selling real estate or a business. Practically it makes the most sense to bring us in before the transaction begins in the Preparation and Planning stage with a free, no-obligation Advisor-Client Workshop. There are specific document requirements at key points in the process as illustrated below.

    Free Trusted Advisor & Client Workshops

    Attend a free SIS workshop

    Trusted Advisors Workshop

    - Trusted Advisors Only
    - SIS Discussion + Education + Training

    Advisor/Client Workshop

    - Trusted Advisor and Client(s)
    - Client Specific SIS Strategy and Planning

    Join the Dudek Kelly

    Trusted Advisor Network

    Become a member of our nationwide network of SIS Trusted Advisors

    Dudek Kelly refers Trusted Advisors to clients to help them navigate the process of selling a home or business using Structured Installment Sales. Complete a brief survey and we will contact you directly. It’s free to join.

    Trusted Advisor Workshop

    Join the Dudek Kelly

    Trusted Advisor Network

    Become a member of our nationwide network of SIS Trusted Advisors

    Dudek Kelly refers Trusted Advisors to clients to help them navigate the process of selling a home or business using Structured Installment Sales. Complete a brief survey and we will contact you directly. It’s free to join.

    Trusted Advisor Workshop