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financial services
Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets. We train financial advisors, business brokers, CRE Operators, Luxury Realtors, CRE Brokers to use a deferred sales trust to help them create a wealth plan to achieve tax deferral, freedom, liquidity and diversification with their funds so they stop feeling trapped by the 1031 exchange, frustrated with their wealth depleting and so they can create and preserve more wealth. This empowers business professionals to add value and grow their business. For the business owner selling their asset: provide a tax-deferred wealth plan and help them save and defer 30-50% of their gain. For the highly appreciated primary homeowner selling their home: provide a tax-deferred wealth plan to eliminate the need for the 121 exclusion and help them save and defer 30-37% of their gain. For the CRE client: Help your clients to stop chasing overpriced 1031 upleg properties and instead purchase CRE properties at their own timing (all Tax Deferred) by equipping yourself with the deferred sales trust.
Most business and real estate owners get hammered with 30-50% in capital gains tax when they sell their assets. We train financial advisors, business brokers, CRE Operators, Luxury Realtors, CRE Brokers to use a deferred sales trust to help them create a wealth plan to achieve tax deferral, freedom, liquidity and diversification with their funds so they stop feeling trapped by the 1031 exchange, frustrated with their wealth depleting and so they can create and preserve more wealth. This empowers business professionals to add value and grow their business. For the business owner selling their asset: provide a tax-deferred wealth plan and help them save and defer 30-50% of their gain. For the highly appreciated primary homeowner selling their home: provide a tax-deferred wealth plan to eliminate the need for the 121 exclusion and help them save and defer 30-37% of their gain. For the CRE client: Help your clients to stop chasing overpriced 1031 upleg properties and instead purchase CRE properties at their own timing (all Tax Deferred) by equipping yourself with the deferred sales trust.
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Capital Gains Tax Solutions has been mentioned across 11 podcasts.
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Founder Solo gives you 50 AI pitches per month using the credit model (Standard pitches cost 1 credit, Enriched pitches cost 2). Founder Pro raises that to 200 credits per month and adds full Booking Probability access, unlimited Magic Match, Apollo enrichment credits, and data export capabilities. Both plans use the same credit system, so you can stretch your monthly budget further by using Standard-mode drafting.
Agency tiers have no base fee. You pay per managed client and per talent profile. Agency Standard is $199 per client per month; Agency Pro is $399 per client per month. Both add $39 per talent profile per month. Your own team's user seats are always free.
A talent profile represents one person (founder, executive, or spokesperson) you are booking onto podcasts. It includes their bio, topics, headshots, and outreach history. Team plans include 5 profiles; agency plans are pay-as-you-go.
Yes, at any time. Upgrades take effect immediately; downgrades apply at the end of the current billing period. Contact support if you need help migrating between plan families.
Every paid plan includes a 15-day free trial. Your card is saved at signup but you will not be charged until day 16. Cancel any time from your dashboard.
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That is our Enterprise tier. Contact our sales team and we will build a custom plan with volume pricing, a dedicated account manager, and SLA guarantees.
