Business Broker
Learn how the DST can help you earn more listings by helping your client save 30-50% in capital gains tax when they sell their business.
Grow Your Business
Do Your Clients Struggle With Capital Gains Tax and Depreciation Recapture When Selling Their Business?
The Deferred Sales Trust Strategy is the tool to help you solve all of the above & help you:
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
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(Baby Boomers) over its wealth to another. Many of these business owners want to retire from the day to day management and liability of owning a business.
How do you help baby boomers who are business owners navigate this wealth transfer and list their business with you?
Based on a 90-year-old tax law
IRC Section 453
23-year track record of 2000+ closed transactions with
14 no change IRS audits
IRC Section 453
23-year track record of 2000+ closed transactions with
14 no change IRS audits
FREE VIDEO!
Watch and learn how the deferred sales trust works now!
“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.”
“I’ve personally found that after being involved in hundreds of real estate transactions, one of the biggest concerns that sellers face when they contemplate divesting of one of their Real Estate investments, is the significant capital gains exposure that might come as a result of the sale. In fact, I’ve seen firsthand many situations where owners of investment property feel somewhat trapped between a rock and a hard place and feel hostage to the outrageous capitals gains that they will pay in the event of a sale And so, in today’s show, we’re going to go into detail on how the Deferred Sales Trust might just be the miracle alternative solution to help you keep more of that wealth in your pocket when entering into a sale of a highly appreciated asset.”
With the Deferred Sales Trust
Without the Deferred Sales Trust
What does this cost my client?
ONE TIME FEE
Attorney
1.5% of trust up to $1,000,000 & 1.25% of trust above $1,000,000
- Tax and Legal Structure
- Includes Audit Defense for life of the trust
- Includes working with CPA to properly report your personal tax return
- This fee is tax-deductible
At Close of Trust and ANNUAL RECURRING
Capital Gains Tax Solutions: Trustee
50 basis points (1/2 of 1%)
- Tax Return $750-$1,000 range
- Out of network investments (such as real estate or funding a real estate development project or business) – double the above 50 basis points annually for a total of (100 basis points) for funds removed from the trust into an LLC, however, subtract the Financial Advisor Fees for amount directed.
- Optional 10 year Carve Out One Time Upside FEE: you may purchase outside of the trust a one-time optional option carve for 1.5% for funds directed to an LLC to invest into out of network investment. This is 10-year option to direct funds to an LLC which can buy and sell real estate in and out of the Trust all tax-deferred or .75% for 5-year term.
ANNUAL RECURRING FEE
Financial Advisor
50-130 basis points
- Depending on what Financial Advisor manages the funds, account size and where the funds are invested.
- + DACA Account Fee $1,500 (if DST account is less than $1M) every 18 months.
Book a Free Call with Brett
