Transitioning from entrepreneurship to homeownership can pose unique financial challenges. Yet, for many, it’s a rewarding journey towards stability and security. This case study exemplifies how VMG’s tailored financial solutions enabled a business owner to seamlessly leverage their future income from a business sale to purchase their dream home. Let’s explore how strategic planning and collaboration made this transition possible.
Case Study:
Customer: Sale of Business – Future income stream
Loan Amount: $1,800,000
Objective: Assist with purchase of an owner-occupied property following sale of business in 2023.
Outcome: After successfully selling their niche alcoholic drinks business to a major bottle shop entity, the applicant embarked on a new chapter of homeownership. With sale proceeds structured over a 5-year period, VMG factored in both current PAYG income ($150,000 per annum) and future income from remaining tranches. This innovative approach, supported by meticulous documentation, enabled the applicant to secure their dream home without delay, showcasing VMG’s commitment to facilitating clients’ financial aspirations.
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