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Frequently Asked Questions

QWhy should I sell my limited partnership?
AYou might sell your partnership

  • because your investment objectives have changed
  • to eliminate the cost of splitting the asset due to a divorce or death
  • to create cash for other investments

    Selling your partnership could
  • eliminate K-1 filing in future years
  • create a taxable loss, saving money in taxes owed
  • generate cash for other uses
  • reduce or eliminate retirement fees
  • in some cases, eliminate additional state income tax filing

QHow does the sales process work?
AOur sales process is described in our seller's transfer process and buyer's transfer process. Rest assured that all transfer paperwork is handled in-house, by the Partnership Marketing Company; client transfers are not sub-contracted to an outside company thereby expediting the process.

QIs your broker registered?
AYes, the brokers are registered representatives with Financial West Group

QHow long will the sale take?
AAbout four weeks depending on the issuer. Transfer documents are mailed to the issuer or transfer agent as soon as they are received from both you and the buyer. The issuer can take about two weeks to process the paperwork.

QWhen do I get paid?
AAs soon as the issuer approves the transfer, instructions are issued by Financial West Group to the bank and checks are mailed to our clients.

QDo you hold the buyer's money in your account?
ANo. All funds are deposited in an account with Tri-State Capital Bank.

QIs there special handling required for an IRA or pension plan?
AYes, an IRA or other retirement account requires specialized forms individual to each custodian. Be sure to inform your trader of the exact name of the trust company you use.

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Financial West Group is an FINRA registered Broker/Dealer.

*Securities offered through Financial West Group, Member FINRA & SIPC. Financial West Group and The Partnership Marketing Co. are unaffiliated Entities.

This is not an offer to buy or sell securities - Please contact us for further information.

1440 Cunningham Road
Sebastopol, California 95472
(707) 824-8600
(888) 824-8600
FAX (707) 824-8680

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