Asset-backed tax strategy

RK

Put business equipment
to work for your capital.

A professionally managed equipment-ownership strategy for qualified business owners and high-net-worth individuals seeking potential rental income, financing efficiency, and first-year tax treatment.

Explore suitability
7–10%

Targeted net annual return

Source-declared projection on investor equity, paid from equipment-rental cash flow.

80–90%

Indicative financing range

A modest equity contribution may control a substantially larger equipment base, typically using a 10-year amortization.

$2B+

Assets under management

The operating platform reports managing a scaled national equipment fleet.

29,000+

Equipment assets

Source-declared equipment count across a nationwide contractor-rental network.

How it works

A rental business without operating the yard.

Your LLC owns selected heavy equipment—such as generators, excavators, and similar commercial assets. A third-party operating platform manages rentals to contractors nationwide, maintenance, telematics, deployment, and remarketing. You retain the asset-ownership economics and receive revenue participation under the applicable program agreements.

  1. 01

    Form an asset-owning LLC

    Establish an entity to hold the equipment and receive the economics of ownership.

  2. 02

    Select and finance equipment

    Build an equipment portfolio with financing that may cover 80–90% of the acquisition cost.

  3. 03

    Place the assets in service

    A nationwide operating platform handles contractor rentals, maintenance, tracking, and utilization.

  4. 04

    Receive revenue participation

    Revenue participation is designed to begin after the equipment is deployed, subject to utilization and program terms.

  5. 05

    Manage the exit

    Equipment is remarketed at the end of the term, with outcomes dependent on market conditions and program execution.

Illustrative economics

A $500K equipment acquisition—illustrative only.

This example uses source-provided assumptions and does not predict an investor's result. Individual tax outcomes, financing, equipment selection, program terms, and rental performance can differ materially.

$50KIllustrative equity contribution

Assumes 90% financing on a $500K equipment acquisition.

$500KPotential first-year income offset

Only if qualifying property and individual tax circumstances support the treatment.

~$251.5KIllustrative first-year tax savings

Uses a 50.3% combined marginal-rate assumption; not a forecast or tax advice.

7–10%Projected annual return

Source-declared, net of stated program assumptions, and not guaranteed.

Who may benefit

For capital that needs a productive home.

The strategy may merit a conversation for high-net-worth individuals and business owners with meaningful W-2, 1099, capital-gain, or other income—and an interest in owning depreciable business assets without taking on day-to-day fleet operations.

It is not a fit for every tax profile or liquidity need. Financing, guarantees, eligible tax treatment, passive-activity rules, recapture, state treatment, and equipment market conditions require individual review before any decision.

Private suitability discussion

Start with the facts that matter to your situation.

For a Tax Strategy & Planning discussion, current availability, or the identity of the operating platform, connect through Rick and Denis. They will walk through the relevant assumptions before introducing any specific provider or program.