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Types of Equipment Financing

Almost every equipment deal is one of five structures. The right choice comes down to three questions: do you want to own the equipment, how much monthly payment can you carry, and which tax treatment fits your books. Here is the honest map.

Two of the five are ownership deals (the loan and the balloon), one is a loan in lease clothing (the $1 buyout), and two are true leases where payments are often fully deductible as an operating expense (TRAC and FMV). None of them is universally best. The winner depends on how long you keep the machine and how much cash flow you need this year.

Structure Ownership Monthly payment End of term Tax angle
Equipment loanDay oneHighest of the ownership dealsNothing. You already own itSection 179 and depreciation
Balloon loanDay oneLower, with 20-30% due at the endPay, refinance, or trade to cover the balloonSection 179 and depreciation
$1 buyout leaseEffectively day oneSame as a loanBuy it for $1Often treated like a purchase
TRAC leaseAfter paying the residualLow; a fixed residual is set asideBuy, refinance, trade, or settle the adjustmentPayments often 100% deductible
FMV leaseNever, unless you buySet by a rate factor, not an APRReturn it, buy at market value, or extendPayments often 100% deductible

The short version: keeping the machine for a decade points to a loan or $1 buyout. Running trucks over 10,000 lbs with an eye on cash flow points to a TRAC. Refreshing equipment on a cycle points to FMV. Needing the smallest payment now with a plan for later points to a balloon. Then prove it with numbers: run the same deal through every structure in our equipment payment calculator and compare total cost of ownership, not just the monthly payment. When you are ready for real numbers from real lenders, get an equipment financing quote.