For professional advisors
Introduce the option without stepping beyond your role.
A structured installment sale works best when the seller’s CPA, attorney, broker and financial advisor are involved before closing. Muir Structured Sales provides the specialized payment analysis and coordination.
CPAs and tax advisors
Evaluate eligibility, installment-sale treatment, depreciation recapture and the seller’s specific tax consequences. We provide payment illustrations and transaction information for your analysis rather than tax conclusions.
Attorneys
Address the purchase agreement, assignment provisions, closing process and client-specific legal considerations. We coordinate with counsel and the product provider on required transaction documents.
Farm, real estate and business brokers
Ask whether the seller wants all cash at closing or would value dependable future income. An early introduction preserves the option without requiring the broker to provide tax or legal advice.
Financial and wealth advisors
Evaluate the proposed payment schedule alongside the client’s retirement, liquidity, estate and investment plans. The guaranteed annuity payments should be considered as one component of the broader plan.
Timing matters