Velric Partners
Boutique Wealth Advisory
Your Exit Is Just the Beginning
You Built It for Them. Now Let It Build What's Next.
Velric Partners helps business owners and real estate investors defer capital gains taxes, preserve wealth, and create meaningful legacies with tailored Deferred Sales Trust strategies.
Our Expertise
- ✓ Deferred Sales Trust Setup & Management
- ✓ Business Exit Strategy Planning
- ✓ Tax-Efficient Wealth Transitions
- ✓ Estate & Legacy Planning
- ✓ Capital Gains Tax Deferral
Financial Calculators
Access our comprehensive suite of financial planning tools:
- DST Tax Calculator - Calculate potential tax savings
- Capital Gains Calculator - Estimate your tax burden
- Exit Strategy Engine - Find the best exit approach
- Estate Planning Calculator - Plan your legacy
- Income Planning Calculator - Optimize post-sale income
Exit Readiness Assessment
Take our comprehensive 6-step readiness assessment to evaluate your business exit preparedness and receive personalized recommendations.
About Velric Partners
We are a boutique wealth advisory firm specializing in sophisticated exit planning strategies for business owners and real estate investors. Our expertise in Deferred Sales Trusts (DSTs) and tax-efficient wealth transitions helps clients preserve and grow their wealth while creating lasting legacies.
Contact Information
Website: https://velricpartners.com
Services: Wealth Advisory, Exit Planning, Tax Strategy
Specialization: Deferred Sales Trusts, Business Exits, Estate Planning