Increase your sales with the perfect capital gains tax solution for your clients.
The Secret to Closing More Deals – Eliminate Your Clients’ Capital Gains Tax Worries. Discover the perfect solution to defer capital gains taxes—help your clients keep more and boost your sales with the Deferred Sales Trust.
The Deferred Sales Trust is a powerful tool that transforms the game for Murphy Business Brokers. Boost your listings by partnering with Greg Reese and the Estate Planning Team using this proven strategy.
Murphy Business Brokers Presentation
How the Deferred Sales Trust Can Provide the Solution You’ve Been Looking For
A Solution That Solves a Problem
- The DST is a tax strategy by which the seller of any highly appreciated asset may sell that asset, defer the capital gains taxes over a period of years, and not at time of closing and provides and has flexible investment options.
- This DST proprietary strategy was developed over 27 years ago and is available only through the Estate Planning Team.
- 4,000 successful transactions completed.
- $200 billion in closings.
What’s In It for the Seller?
- Increase your seller’s net proceeds by an estimated 25% to 35%.
- A DST lets business owners defer taxes, maximize net proceeds, and reinvest to offset lower sale prices amid high interest rates.
- The DST enhances deal appeal by offering tax-deferral flexibility, attracting more buyers and helping sellers close deals easily.
- A DST allows sellers to defer taxes, reinvest proceeds, and capitalize on future market rebounds despite current unfavorable conditions.
- A DST defers taxes, enabling reinvestment in assets that may perform better in uncertain economic conditions, offsetting lower sale values and providing long-term financial flexibility.
Make Selling a Business Easier
- Increase Deal Flow: By offering DST as an option, attract more sellers who are concerned about capital gains taxes.
- Close More Deals: Help clients keep more of their hard-earned proceeds, making your deals more attractive and easier to close.
- Business brokers can negotiate from a position of strength by deferring taxes and focusing on maximizing the net proceeds over time, regardless of lower sale prices due to interest rates.
- The DST gives the Seller the ability to control their capital gains tax exposure, reinvestment terms and installment payments.
- The DST provides added flexibility and tax incentives, which can speed up negotiations. By deferring capital gains taxes, sellers are more willing to offer creative deal terms that align with buyer needs
The Deferred Sales Trust Compared to Other Financial Strategies
The Deferred Sales Trust Explained
Understanding the Deferred Sales Trust is the first step to unlocking its full potential for your clients. Watch our whiteboard video below for a simplified explanation of how the DST works and why it’s the perfect solution for business brokers like you.
Case Study
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Further Reading
Bring DST Benefits to Your Clients
Alternatives to Paying Capital Gains Taxes on Sale of Real Estate or a Business
![[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales | Reef Point LLC](https://reefpointusa.com/wp-content/uploads/2021/01/Video-How-to-Incorporate-Deferred-Sales-Trusts-Into-Your-Business-to-Increase-Real-Estate-Listings-and-Business-Sales-Reef-Point-LLC-optimized.jpg)
[Video] How to Incorporate Deferred Sales Trusts Into Your Business to Increase Real Estate Listings and Business Sales
*Minimum Viable Transaction
When considering selling an appreciated asset, if the expected tax liability without any particular planning would cost $80,000 to $100,000 or more in taxes, then the DST should always be considered. Said another way, if the amount of the gain or profit that will be taxed on is at least $250,000, then YES you should look into the DST.
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Start Closing More Deals Today
Don’t let taxes hold back your clients or your success. Schedule a consultation with Reef Point LLC today to discover how the Deferred Sales Trust can become a powerful tool in your sales strategy. Fill out the form to request an appointment to learn more about becoming a Reef Point affiliate.