Sterling Capital Gains Solutions: A Strategic Planning Partner for Valuation Firms
Sterling helps valuation firms offer more than just numbers—we help you turn valuation insights into real financial outcomes for your clients.
When your clients are considering the sale of a business, appreciated real estate, or a professional practice, Sterling structures tax-exempt trust strategies (including strategies you might not have seen) (under IRC §664) that can:
- Avoid capital gains tax when selling an asset
- Diversify into almost any investments
- Buy and sell investments without worrying about taxes
- Compound investments tax deferred indefinitely
- Defer income taxes
- Receive flexible, lifetime income for multiple generations
- Grow assets tax-deferred
- Secure legacy across generations
Why It Matters to Valuation Firms:
Extend your value proposition beyond the appraisal—offer clients a tax-smart exit solution few others know about.