A Sale Price Is Not the Same as What You Keep
Most commercial brokerage is built for speed and volume: list the building, find a buyer, close, move on. There's nothing wrong with that model — for institutional sellers who do this every year.
But if you've owned your building for decades, you face a different problem. Between depreciation recapture, capital gains, state taxes, and transaction costs, the gap between your sale price and your net proceeds can be enormous — and decisions made early in the process determine which number you actually live on.
The Legacy Exit Process™ — Exit Planning, Not Just a Listing
Our practice is built on a structured exit-planning approach we call the Legacy Exit Process. The difference in plain terms:
A transaction-focused broker asks
“What price can we get?”
“When can we list?”
“Who's the buyer?”
We ask
“What will you actually keep — after taxes, fees, and the IRS's share of 30 years of depreciation?”
“What has to be true before listing so you never feel rushed?”
“Where does the money land afterward — and is your family aligned?”
On a $1.5 million sale, the difference between a poorly structured exit and a well-planned one can exceed $200,000 in preserved equity. That's not a sales claim — it's arithmetic, and we'll model it for your specific property before you make any decision.
What We Model Before You Decide Anything
Every engagement starts with a four-scenario analysis, in plain English:
Keep the building as-is
Sell outright and pay the taxes
Sell with a 1031 exchange into a replacement property
Sell with a tax-deferral structure your CPA and a licensed specialist help evaluate
You see all four side by side — including the one where you don't sell at all.
We are licensed real estate brokers, not attorneys, CPAs, or investment advisors. Tax-deferral structures involving securities (such as Delaware Statutory Trusts or 721 UPREITs) are evaluated and executed exclusively through your CPA and FINRA-licensed or SEC-registered professionals; our role is education and coordination.
See the Numbers for Yourself
We'll model all four scenarios for your specific property, in plain English, at no cost.
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