Business Brokers are an invaluable resource for anyone looking to sell or buy a private business. From a seller’s perspective, it is often said that an experienced Business Broker will help you get your deal done and significantly increase the deal value due to their specialized training.
What if you, as a Business Broker, could mitigate the tax impact for your seller, effectively eliminating the immediate tax implication? Adding the Deferred Sales Trust™ (DST) to the conversation will do just that.
DST Trustee and Reef Point’s CEO, Greg Reese, interviews Matt Manavi MBA, CEO of Transworld Business Advisors of Orange. They provide an overview of the Business Broker’s responsibilities and the best options available to reduce tax impact for clients; CRTs, Opportunity Zones or Deferred Sales Trust.
Click the video above for more information on how a Business Broker can assist when selling a business and just how a DST can assist with deferring capital gains tax.
Intrigued and Want to Know More?
If all of the above appeals to you and you want to find out more about the benefits of partnering with Reef Point, contact us today. Greg Reese will be happy to answer any questions you have, and also give you a free DST analysis.