The firm’s financial experts possess a broad spectrum of experience and involvement in assisting numerous business owners in assessing, enhancing, improving and selling their businesses and minimizing Capital Gain tax payments. Clients will receive a one-of-a-kind mix of high-level Wall-Street capability and extensive middle-market know-how, derived through many years of direct engagement as entrepreneurs and as professional counselors to mid-sized businesses owners.

Our company’s mission is to become an unparalleled global investment-banking firm for the private middle market, especially in providing excellent client service.

DFS Associates is recognized as a trusted investment banking company worldwide, recognized as a leader in mergers and acquisitions, corporate finance, tax efficiency and divestitures, especially in the middle tiers of the private sector.

The firm’s financial experts possess a broad spectrum of experience and involvement in assisting numerous business owners in assessing, enhancing, improving and selling their businesses and minimizing Capital Gain tax payments. Clients will receive a one-of-a-kind mix of high-level Wall-Street capability and extensive middle-market know-how, derived through many years of direct engagement as entrepreneurs and as professional counselors to mid-sized businesses owners.

How Tax Minimization Can Help Save

In general, every country has a law requiring payment of capital gains tax must on any sales proceeds arising from the sale of property, securities, and other financial assets. In recent years, some of our top-dollar customers have earned considerable capital gains in the stock market, raising their tax classification bracket. Hence, we aim to find ways to match these clients’ portfolios with unproductive shares (ones that are at present selling at a net loss) to balance out their taxable income.

How can we serve your needs?

In recent years, the unpredictable conditions and bad choices made in the securities markets have led to financial losses suffered by many people, causing a net loss in their portfolio. Through selling your present holdings for high-value securities, you can essentially recover any previous losses while our clients can take advantage of a reduced taxable income. In the end, our clients can increase their earnings and reduce their tax by exchanging some of their holdings for your non-performing investments while saving on capital gains tax by not trading their shares in the open market.

Knowing your firm’s market value is crucial in coming up with intelligent decisions for future growth. DFS Associates’ Professional Services group adheres to a strategic valuation procedure to derive a company’s worth and determine prospective market options.

Complete Client Analysis

DFS Associates require our clients to fill-out a comprehensive questionnaire presenting information on company assets, organization, nature of business and marketing programs. The data provided is vital in providing the foundation for analysis and research.

Market Research

DFS Ass ociates conduct a full market study to determine industry-related historical and expected growth rates, performance ratios and general industry patterns. Our market research likewise aids in identifying possible growth options and establish credence and evidence for the company's pro-forma financial statements.

Recasting and Pro Formas

Our strategy involves reconfiguring the firm's last five-year financials to imitate the operations of a wholly owned subsidiary of a bigger firm. These recasted historical financial statements will then be used as basis for developing five-year pro formas of income statements, balance sheets and cash flow statements, reflecting the real financial operating capability of the firm.

Platform

Based on the previous process, we come up with the Platform, an evaluation paper based on comprehensive research and evaluation of a firm's operations, financials and sector. The Platform requires 120 days to accomplish and is customized to our clients’ particular objectives and distinctive situations.

IRS Capital Gain

Based on the Internal Revenue Code, Capital Gain is the profit derived from the sale or exchange of a capital asset. For instance, a stock sold for profit will have a capital gain which is the difference between the net sales price and the original cost or basis price. Capital Gains, however, may be offset by capital losses and capital-loss carryovers.

How do I become involved?

Firstly, we request for your non-performing holdings. As your mediator, we will try to find a matching client open to exchanging securities with you. Please fill out the attached response form and submit to our offices through email or fax.

Capital Gain Tax

Capital Gains are incomes arising from the sale of an asset. A capital gain requires payment of a capital gains tax. The amount capital gains tax will vary according to whether the asset was held for a long or a short period. The tax rate on short-term capital gains is greater than the tax rate on long-term capital gains. Hence, the timing of capital-asset swaps is a vital decision factor.