READY TO SELL
Your business? A portfolio? Assets? An investment?
But…the taxes! learn how an installment sale can help.
Your Future
Starts Here
We were ready to sell a portfolio of homes but wanted to shift our business model -not retire.
After years of study and working with tax & trust attorneys, we used an installment sale & a trust to defer taxes and keep our money working for us.
Now, we can share this business strategy with you.
Complex Made Simple
Financial strategies are often complex and hidden in tax code. We make a Blue Hat Trust simple to understand and accessible to you.
Save Time & Money
You can learn quickly what took us years of studying tax code and meeting with trust attorneys, tax attorneys and CPAs.
Support
You’ll have access to blueprints, guidelines and templates. We can walk you through your sale and talk with your CPA and attorney.
Will this work for me?
If you have a business, real estate portfolio, investments or any highly appreciated assets that you would like to sell and defer the taxes, then you can take advantage of these strategies.
Want more information about gaining financial freedom?