Defer the Tax and Keep Your Cash

With a Monetized Installment Sale

Sell your high-value asset, obtain cash equal to 93.5% of the sales proceeds,

and defer your capital gains tax for up to 30 years.  

Applies to any asset with capital gains*

  • Business

  • Commercial or Multifamily Real Estate

  • Farm or winery

  • Primary residence or 2nd home

  • Intellectual property

* Other than publicy-traded securities.

35-minute deep dive

2-minute overview

Time-Tested

These public companies have successfully used the Monetized Installment Sale transaction structure to defer capital gains in amounts ranging from $24 million to $1.4 billion. The transactions, as reported to the SEC, occurred between 1999 and this year.

 

IRS-Accepted

Deferral of capital gains tax is enabled under Sec. 453 of the Internal Revenue Code.

 

The overall structure of the Monetized Installment Sale has been judged acceptable by the Office of Chief Counsel of the IRS in Memorandum 2012340F released August 24, 2012.

A Monetized Installment Sale

is a way to structure the sale of an asset

with a low cost basis relative to its sales price. 

You can walk away from the closing with cash in hand, and

up to 30 years to pay the capital gains tax due on sale. 

It's your choice:

 

      Pay the tax today in present dollars,

                                                      

      Pay the present value of the future tax 30 years from now.

or

Commercial

Real Estate

Multi-Family

Real Estate

Agricultural

Property

Business

DEFER THE TAX AND KEEP THE CASH

Sample Transactions

Sale of Veterinary Practice
Veterinarian sells his practice for $2,450,000, a gain of roughly $1.4 million, which would have cost him about $500,000 in capital gains tax. 100% of gain was deferred. He nets $2.29 million in cash at closing.

Real Estate Investors Exit the Market
Elderly couple sought relief from maintenance and management of their $25 million in apartment building assets. Deferred $12 million in capital gain, netting $2.8 million more than if they had sold for cash and paid the tax.  

Winery Owner Liquidates

Retired executive turned around a struggling winery and harvested his results several years later, deferring $3.4 million in capital gains and netting $4.6 million he used to seed his next venture.

Rescue of a Failing 1031 Exchange
Professional real estate investor underestimated the time to find a replacement property in a 1031 exchange. Bailed out before the deadline by converting to a Monetized Installment Sale, avoiding a disastrous capital gain and obtaining cash she used to shop for another property at her leisure.

Find out how much a

Monetized Installment Sale

can save you

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Contact Us
 

 

866-959-9969

415-656-8588

71 Stevenson St, Ste 400

San Francisco, CA 94105

(866) 959-9969

(415) 656-8588

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