Business Broker
HOW CAN YOU LIST AND SELL MORE HIGHLY APPRECIATED BUSINESS & EARM MORE REAL ESTATE COMMISSIONS?
By introducing business owners to the Deferred Sales Trust
The Deferred Sales Trust, (DST), is a strategy to defer capital gains tax on the sale of highly appreciated residential, investment or commercial real estate or the sale of a business. The DST is an attractive alternative to a 1031 exchange when a client wants or needs to cash out of real estate, sale of a business or cannot find a replacement property for the1031 exchange.
In today's market place, business brokers are looking for ways to set themselves apart from the competition and earn more business. By offering the DST as a strategy for property owners to sell their highly appreciated business, you can earn more sales and, if your resident state allows, earn reoccurring solicitor fees from the investment of the DST assets.
You need no additional licensing to offer the Deferred Sales Trust to your clients. As a member of The Estate Planning Team you will have the tax and legal support to answer your clients' questions and create the necessary documents to implement the DST.
When you join EPT you will have your own personalized Deferred Sales Trust™ website to generate leads and begin the selling cycle. By marketing capital gains tax deferral, you can earn more business in this challenging and competitive market.
Estate Planning Team provides members with:
- Access to the DST, which can help to set you apart from the competition, open meaningful conversations with wealthy prospects and existing clients.
- Access to tax and legal professionals that present and execute the Deferred Sales Trust for your prospects and clients.
- A networking plan to earn high net worth client referrals directly from other professionals.
- A marketing plan to use the DST to connect with high-net-worth prospects.
- A personalized DST lead generation website and a marketing plan to use your website to generate leads.