Dakota Capital - Investing In Middle Market Companies

Liquidity for estate purposes

Freeze estate for tax purposes

 

ESTATE PROFESSIONALS & FINANCIAL PLANNERS

One of the primary issues in estate planning for entrepreneurs is monetizing a valuable non-liquid asset. Dakota Capital provides liquidity for those assets in various forms including an outright sale or its IPO Alternative ™ a recapitalization with continued ownership interests. Through the IPO Alternative ™, we can help minimize estate taxes by achieving an estate freeze under Chapter 14 of the Internal Revenue Code.