Sales Trust
Freedom Bridge Capital
Freedom Bridge Capital is a leader in the deferred sales trust strategy. Also known as DST, the deferred sales trust is a time-tested solution for deferring capital gains tax on the sale of your business, property, practice, or estate. Our sales trust team understands the inner-workings of selling a company or property. We know that traditional business transition methods can leave you liable for paying the entirety of your capital gains tax upfront, which can lead to a loss of 20-35% of your profits. Most owners simply accept this choice, as it’s the only pathway they know. Unfortunately, even many accountants, financial advisors, and attorneys are not familiar with the deferred sales trust. As a result, many business and property owners miss out on the potential to invest their profits and defer capital gains tax.
Members of the Freedom Bridge Capital team are not only experts on the deferred sales trust, but have sold businesses themselves to the DST. We know what it’s like to plan for a business transition. And we’re familiar with the alternatives – options like paying capitals gains tax upfront or completing a 1031 exchange for another property. These strategies just do not make the most sense to many owners who want to sell their practice, property, or company and transition to a simpler life while also guaranteeing a stream of steady income. The deferred sales trust lets you sell your property to the trust while deferring your capital gains tax.
AFTER YOUR SALE, YOU CAN INVEST YOUR PROFITS IN DIFFERENT ASSETS, INCLUDING:
- Stocks
- Bonds
- Annuities
- Mutual Funds
- REITs
- Collectibles
“This is a legal arrangement to defer paying your capital gains taxes on the sale of your investment. You will have to pay these taxes eventually but you decide when. You invest the money where you want it invested. You do not lose 20-35% to the government. You let the money work for you.”
Our sales trust team makes your business transition as easy as possible. We offer a free DST analysis for owners who want to learn more about the deferred sales trust. We look at all aspects of your financial life, including your current revenue and income, your investments, and your living will to determine the best course of action for you. If the deferred sales trust makes sense for your financial future and goals, then our sales trust professionals will work with you to complete the necessary paperwork and help you sell your business or property to the trust, who will then sell your asset to the buyer. Let us take care of the sale, and you tell us how you want us to invest your money.