For Business Brokers with a Team of Agents

Teach your entire team to grow their business with the deferred sales trust.

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Grow Your Business

Do Your Clients Struggle With Capital Gains Tax and Depreciation Recapture When Selling Their Business?

Do they want to retire and sell their business now and defer 40-50% of their gain?

Want a backup plan for failed 1031 exchange?

Fully depreciated and losing out on business income write off?

Only want to sell if they have a capital gains tax solution with a diversified income stream?

As their heirs facing 40% death tax since their total net worth is greater than $11M single or $22M married and assets are still in a taxable estate?

What are capital gains tax or depreciation recapture costing you?

How many sellers would consider listing with you if they knew you had a proven tax deferral structure which provided liquidity, diversification and the ability to invest into CRE or another business all tax-deferred? How many clients are selling they’re business or commercial real estate and paying the capital gains tax when they could be purchasing a new business with these funds with you at their own timing? Imagine not knowing about IRC 453 and seller carry back strategy, how many listing would you lose? If you don’t know about the deferred sales trust. you are losing money since this is an installment sale with more solutions. CHANGE THAT STORY TODAY!

CALL US NOW 916 886.2986

The Deferred Sales Trust Strategy is the tool to help you solve all of the above & help you:

Win more listing

Earn a higher commission

Help clients net more

A tax deferral marketing business growth system that will help set you apart from the competition and position you as the knowledgeable professional in Business Broker industry. Educate your strategic partner circle and help them grow their business. When this happens then they can send you leads! The DST also works for:

CRE Brokers

Luxury Real Estate Agents

Escrow Officers

Qualified Intermedrary

Insurance Professionals

Financial Advisors

Lenders

CPA & Tax Professionals

EPT Members and DST’s closed by professionals at the business just like yours.

ATTEND A WORKSHOP

Help Your Clients Defer Their Tax And Grow Your Sales

Schedule a workshop to get trained

Join the estate Planning team

Implement the DST Strategy

DST Clarity Overview Guide

Free Resource

How much will your capital gains tax cost you?

With this Deferred Sales Trust guide, we’ll help you beat the confusion that’s holding back you and your trusted advisors from embracing the deferred sales Trust. How? By showing you how the deferred sales trust works and to build your confidence in the strategy s0 you can create and preserve more wealth.

How to Defer Sales Trust and Estate Planning Team Transforms your marketing.

More Business Brokers have clients who struggle with capital gains tax when they sell their business or commercial real estate. We use Deferred Sales Trust to help their clients gain tax deferral, liquidity, and diversification with their funds. This empowers Business Brokers to add massive amounts of value and win more listings. In today’s challenging and competitive marketplace, Business Professionals are looking for innovative ways to earn business.

How do you prospect for new clients and earn new business from your existing clients?

How do you set yourself apart from the competition and position yourself as a knowledgeable professional in your industry?

An American Bankers association Estimate that over the next 20 years approximately $17 trillion dollars will exchange hands as one generation over its wealth to another.

How do you help baby boomers navigate this wealth transfer?

BOOK A CALL NOW WITH BRETT

MEET BRETT

Coaching and Trustee Services to Equip You To Become a Capital Gains Tax Deferral Leader

Book a Free 30min Consultation with Brett