It’s no secret that our clients fear and hate the capital gains tax when it comes time to sell their business or their real estate. In the past the only way to save from doing that was to invest the money back into real Estate or into other sources that you will have to pay tax on later if/when they cash out. Now we have a way to save our clients up to 93% of the taxes and put it back in the pockets of our clients. This works so well that it occurred to me that I can reach more people with the help of others in the commercial real estate market and business brokers. Here is the last deal that we just did and closed on in the beginning of February so you can see a case study.
Case Study
Client purchased a business and the building about 17 years ago for around $1 million with an SBA loan. He paid it off within 7 years. Sold the business and the property for just over $7 million end of 2023. Closed in Feb of 2024. As a single unmarried man his tax liability would have been around $1,496,000 or more to the Fed and another $590,000 to the state. That is nearly a 32 % tax rate! With our plans and process, we were able to get that number down to under $500,000 total for fed and state (less than 7%), saving our client $1.197 million! And what did this cost the client? The fee for this program was just $80,000 in this case. Would your clients pay $80,000 to make nearly $1.2 million?
What’s in it For You?
So, you might be thinking what is in it for me besides looking like a hero to your clients? The fact is that the $80,000 that the clients pays in to us is commissionable to you! So not only can you make commission on the sale price, but you can also make commission of tens of thousands of dollars by “selling” this program that only the billionaires use currently. We made it affordable for anyone and you get to win win in this scenario! There are also half a dozen other ways for you to capitalize financially on helping your clients win while you benefit. You can read more about that here. We would love to speak to you directly on this and you can schedule a quick 15 minute meeting here. We look forward to chatting with you!
