we help individuals sell &
defer capital gains tax
deferred sales trust made simple.
no 1031 exchange required
save thousands of $’s & hours of headaches with this ‘no-rush’ method of purchasing real estate.
no debt or like-kind required
no need to find a like-kind property or stay in unnecessary massive debt.
no investment property required
whether you’re selling a business, primary home or other highly appreciated asset, we have a solution for you
no time commitment
you’re only 5 hours away from seeing your exit plan opportunities.
use capital gains tax solutions
for yourself or your clients
who struggle with capital gains tax
when selling a highly appreciated asset
into this →
here’s how we work
we provide a free analysis with estimated capital gains tax deferral benefit using a deferred sales trust and confirm its a good fit. This will show you how to legally break free from capital gains tax and find the freedom to buy and sell your business, property, or other highly appreacited asset without ever worrying about 1031 exchange ever again.
optimal timing wealth plan
optimal timing transformational wealth plan cloning. We show you how to clone a proven wealth plan in less than 5 hours to gain more energy, time, wealth and freedom. We provide a tax-deferred survey of all of your assets and show you how to get your Deferred Sales Trust to work In your favor and become an investment rather than an expense.
transformation wealth plan delivered
we help you close your deferred sales trust to fund your optimal timing wealth plan which delivers tax deferral, liquidity, diversification so you can create and preserve more wealth. Then we provide ongoing trustee services and connect you with some of the best financial advisors and investment real estate operators in the world.
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if you are unhappy for any reason with capital gains tax solutions or the deferred sales trust before your deal closes, simply let us know before the close of escrow and there will be no hard feelings and zero fees owed to anyone.
this truly is a zero cost and no-obligation due diligence.
The deferred sales trust helped me not just be an active cre investor but it helped me become a passive investor as well. CA real estate values were too high and I can now double my cash on cash return in other states, diversify into other CRE product types, all with zero management responsibilities.
“I wanted to be able to time the real estate market and buy commercial real estate when it was more of a Buyer’s lower priced market instead of overpaying in a highly appreciated and highly priced market”
“It’s a relief to be rid of the apartment building. It was a very lucrative investment, but it came with a lot of headaches that took up my time and energy”
“But I’ll tell you, you made me a believer when we got the wire from our mutual client who made this work and it was a real eye-opener to see that there are ways that people can use the regulatory framework, if properly structured, to invest 1031, exchange dollars and things that you would not think were like-kind to what they exited from. So it was very impressive. I gotta say, You are the first one I’ve seen pull this off and I’m pretty… hesitant to believe in a lot of these kinds of things. So it’s a major feat for me to say, Wow, this actually really worked and it was really cool.”