Smart Exit Planning: Build Your Team Before You Sell

Selling real estate isn’t just a financial event — it’s a planning opportunity. Even simple sales benefit from professional coordination.

Who to Consult:

• CPA: To calculate projected taxes and explore deferral strategies.

• Real Estate Broker: To determine market timing and pricing.

• Attorney: To handle contracts, title, and ownership structure.

• Financial Advisor: To reinvest proceeds strategically.

Pro Tip: A short pre-sale strategy session can often save tens of thousands in taxes.

💡 Key Takeaway: A smart sale starts with a smart team — preparation beats reaction every time.

⚠️ This blog is for informational purposes only and does not constitute tax, legal, or accounting advice. Please consult your CPA for guidance specific to your situation.