Case Study: Children’s Garden Montessori School


The Children’s Garden Montessori School began in 1979 and serves children ages infant through third grade in a traditional Montessori setting in the state of Washington. This business owner had developed and operated an exceptional school and was ready to realize on the value gained in her business by transitioning to a new owner who was experienced and poised to continue to operate the school in the same manner. The seller elected to maintain her real estate assets and lease them to the new business owner as a strategy for tax minimization and financial retirement.