Picture you in the driver seat steering your clients financial future with the flexibility to defer payments as needed. Structured Sales open up a spectrum of choices for when and how your clients receive money.

Structured Sales empower clients selling high-value assets with tax efficiency and transactional security, allowing advisors to customize income and tax flow to harmonize with clients' long-term fiscal goals for confident and clear future planning.

Structured Sales serve a wide range of assets, including private businesses, commercial real estate, and appreciated art and jewelry, with a special focus on high-value agricultural properties where specific tax benefits apply, acting as a financial Swiss Army knife to maximize asset value and provide tailored solutions.

Imagine a safety net woven with the threads of market-based investment funds or fixed annuities—this is the essence of Structured Sales. This approach offers a tailored, client-focused risk profile, allowing for growth of interest pre-tax. By reducing risk and harnessing tax advantages, Structured Sales put more money back into your clients’ pockets, crafting a win-win financial narrative.

Structured Sales don’t believe in one-size-fits-all; they thrive on customization. Whether your client's transaction is sizeable or modest, each deal is sculpted to fit their unique financial canvas, ensuring that the strategy aligns with their specific tax-saving and financial horizons.

With Structured Sales, tax reporting doesn't have to be a maze. It's as streamlined as with traditional installment sales, with capital gains and basis reported in an annual rhythm. This simplicity keeps your clients in sync with the tax season, free from any unnecessary complexity.

The resilience of Structured Sales comes to light in safeguarding financial legacies. Should a client pass away, the structured framework ensures that the remaining payments flow seamlessly to their estate or spouse, enshrining financial continuity and stability.

When it comes to costs, Structured Sales are like a breath of fresh financial air for sellers and buyers alike. With fees and commissions elegantly woven into the payment plan, there's transparency and efficiency without the burden of extra costs. Incorporating Structured Sales into your financial advisory portfolio is like giving your clients a master key to unlock new levels of financial success. This approach not only polishes your suite of financial solutions but also cements your standing as an advisor who’s truly invested in client success.

Absolutely! Structured Sales can be as unique as each seller involved in a transaction, with payment plans crafted to meet individual financial aspirations. It's about creating a symphony of financial returns that resonate with every seller's life score.

Structured Sales and 1031 Exchanges are like a dynamic duo in the tax-deferral world. They work in concert to cushion the tax impact on portions of a sale that don’t qualify for exchange, and even if an exchange falters, Structured Sales can step in to ensure the tax deferral show goes on.

Structured Sales…

Structured Sales…