Transforming the Value from a

Lifetime of Work

Are you a business or property owner who's ready to transition into the next phase of your financial life?

Do you need help with the sale of your business or property?

Are you a non-U.S. person who wishes to invest in and/or move to the United States?  Chrysalis Capital is one of the few Broker-Dealers that has been authorized by FINRA to participate in EB5 investment offerings.

Would you like to invest in the most tax-savvy manner?

Chrysalis and its affiliated companies can develop effective strategies and execute complex transactions. We have in-depth experience in taxation, real estate, business transition strategies and investment banking. Using a comprehensive, integrated approach, we facilitate your transactions, simplify your life and help to create peace of mind.

We have deep experience related to domestic and inbound foreign acquisition, the management, exchange and disposition of real estate and business investments. Our team members hold all of the necessary licenses and certifications to serve you every step of the way.

You deserve an investment banking and financial advisory partner to get you where you want to be, now and for the future. The bottom line: You get the advice and services you need to acquire or “exit” your current business and/or property with grace, preserving wealth and minimizing the tax implications of your transition.

Explore this site to learn more about the services, skills and experience we provide. If you have questions or would like to speak with us personally, please call (415) 771-5263 x225 or email: cheryl.lane@chrysaliscapital.us We look forward to hearing from you.

 

SCROLL TO THE BOTTOM OF THE PAGE FOR FINANCIAL CALCULATORS AND NEWSLETTERS

 

 

 

Lease Payment

How much would your monthly lease payment be?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

More Calculators →

Anticipating Inflation?

One way to help protect a bond portfolio from a potential spike in inflation is by investing in Treasury inflation-protected securities.

New Life for Your Old Insurance Policy

Consider options that could be more beneficial than surrendering a life insurance policy or letting it lapse.

HOT TOPIC — Correction Time: The Market Takes a Hit

A look at some of the factors behind the recent market volatility and why investors should focus on long-term goals.

Do You Need an Umbrella?

American society remains litigious — an umbrella insurance policy can provide additional coverage for personal liability.

More Newsletters →

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck