Our Approach

Total confidentiality is our goal. We help you sell your business or find the business that fits your needs. We assist in financing and related issues.

Selling a Business?

Contact us to discover how we can help you in the process of finding the right buyer for your business.

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Provided by CNNMoney.com

Partners

The 1031 Exchange is quite possibly the most powerful investment tool available to property owners. By selling appreciated business or investment property outright you could pay from 15% to 50% in tax on the sale. A 1031 Exchange allows you to defer the tax and increase your purchasing power by keeping your equity intact.

Exchange Services, Inc. and Montana Exchange Services, Inc., as qualified intermediaries, facilitate the entire process for you. We will assist you in meeting the requirements of Section 1031 to structure an exchange tailored to your specific situation. Our extensive experience, financial security and personalized service will provide you with a seamless 1031 exchange transaction. Visit our website at mtexchangeservices.com. Contact us to discover how we can exceed your expectations.

Amanda Schmidt, Assistant Vice President
Montana Exchange Services, Inc.
Phone: 406-829-2577
Fax: 406-541-4005
Toll Free: 866-348-2577
E-Mail: aschmidt@mtexchangeservices.com

A Way Out: Defer Capital Gains Taxes on the Sale of Your Business

Those of us who own businesses, corporations, and commercial or residential investment real estate assets are often reluctant to sell because of capital gains taxes associated with the sale. But what other choice do we have other than a property exchange directed by a Qualified Intermediary (QI)? Is there another way to deal with the capital gains tax deficits that so many investors experience when they sell their real estate or business? The answer may lie in the Deferred Sales Trust. Find out more at www.mydstplan.com/shot.

Mark Nissley, CEA, Branch Mgr
Erik D Shotwell, CEA
Regal Securities, Inc.
1821 E. Sherman Avenue, Ste 10
Coeur D' Alene, ID 83814
(800) 928-6057 toll free
(208) 664-6057 office
(208) 664-1567 fax
(406) 544-4529 cell
E-Mail: eshotwell@regalsecurities.com
Visit our Website

First American Title Holding Company consists of 2 wholly owned subsidiaries: First American Title Company, Inc. and First American Title Company of Montana, Inc. Both offer a wide variety of title insurance and associated closing and escrow services, and between the two we serve 42 counties in Montana, Idaho, and one county in Washington. Read more at firstamholding.com.

At U.S. Bank, we take pride in helping you craft the custom-tailored financing plan that best suits your needs. Whether you are looking for traditional lending, specialty lending, international trade finance, structured capital or equipment finance, our business bankers are ready to assist you. Pri Fernando is a business banker who takes pride in helping customers achieve their business goals by being committed and responsive to customer needs. Pri is a seasoned financial professional with 20 years of combined experience as a CPA, CFO and business banker.

Please contact Pri Fernando for a free consultation regarding your business financing needs.

Pri Fernando, VP
U.S. Bank N.A.
2801 Brooks Street
Missoula, MT 59801
Phone: 406-523-2350
Fax: 406-523-2302
E-Mail: pri.fernando@usbank.com

We offer Small Business Administration and conventional loans for commercial real estate financing, professional practice finance, franchise financing, business acquisition and business succession financing. For more information about small business financing, please call us toll-free at 800-713-4984. Visit our website at smallbizlending.com.

Sean Waybright
Regional Account Manager
640 Plaza Drive, Ste. 200
Highlands Ranch, CO 80129
Phone: 303-202-3737
E-Mail: seanwaybright@cit.com

Community South's Small Business Lending Division, headquartered in Knoxville, TN, is a rapidly growing small business lender with loan production offices throughout the United States. Visit their website at communitysouthlending.com for more information.

Nichole Campany
AVP - Senior Credit Analyst
Community South Small Business Lending Division
One Crosspointe Plaza
5505 Creedmoor Road, Suite 300
Raleigh, NC 27612
Direct: 919.420.1405
Fax: 865.381.1478
E-Mail: ncampany@communitysouthlending.com

Global Office Partners LLC helps small business owners, mobile professionals, and busy entrepreneurs achieve and exceed their business goals by offering virtual business support services. We offer strategic website design in addition to information consultant and marketing support services. Visit our website at globalofficepartners.com.

IBBA Coldwell Banker Commercial Real Estate