The Pre-Sale Strategy Session · Free · Confidential · 30 Minutes
Keep more of the sale you spent years building.
A confidential conversation about your property's value, market conditions, and potential exit strategies.
The process
Here's what we'll uncover.
- 01
Tax Liability Analysis
A clear-eyed look at what a sale would trigger in capital gains and depreciation recapture, and the entity questions your CPA will need settled before anything else.
- 02
Market Value Optimization
Where your facility sits in its life cycle, and the operational cleanups institutional buyers actually pay premiums for, starting with the operating statement.
- 03
Tax Deferral Planning
The seven structures beyond the standard 1031, narrowed to the two or three that fit you, and the cash flow replacement math run on your actual number.
- 04
Wealth Structuring
How the step-up in basis and your estate plans fit the structure you choose, coordinated with your CPA and your attorney rather than around them. Every structure has an honest catch, and we name it.
- 05
Exit Timing Audit
A straight read on your property against the deadlines each structure carries, including the answer nobody selling you something will give: sometimes waiting serves you better. You will hear it from us if it is true.
How it runs
One call could save you millions in taxes.
Before you sell, understand the tax-deferral strategies that could preserve more of your proceeds. A confidential conversation with Oakside could change how you approach your exit.
- 01
You talk first.
You describe the facility, how long you have owned it, and what you want the day after closing. Nobody asks you for financials, a rent roll, or a tax return, and nobody asks you to sign anything.
- 02
We run the math.
What a sale would trigger in capital gains and depreciation recapture, and the cash flow you would be replacing. Most owners are carrying a number in their head that came from a tax bill rather than from the math.
- 03
You leave with a short list.
We narrow the seven structures to the two or three that fit you, and we name the honest catch in each one. You leave with a short list, a real number, and a straight answer on timing.
Who this is for
- You own a self-storage, boat or RV storage facility and a sale is on the table in the next two or three years.
- You have a number in your head and you have never tested where it came from.
- The tax bill is the thing stopping you, not the price.
- You are finished operating and you do not want to buy another property to manage.
- You have a CPA you trust and you want them in the room, not replaced.
Who this is not for
- You want a listing agreement signed on the call. Nothing gets signed on this call.
- You want investment advice. Oakside is not a registered investment advisor.
- You are buying rather than selling. Start with available properties instead.
- You want a price you already decided on repeated back to you. You will hear the honest answer here, including when waiting serves you better.
Why owners take this call
Tens of millions in gains, deferred in live transactions.
Our tax-deferral strategies aren't theoretical, they're being implemented in real transactions today.
Client experiences
Twenty Years of Building. One Strategic Exit.
After twenty years building and operating two South Georgia storage facilities, Scott and Duncan partnered with Oakside to sell their properties and pursue a tax-deferred exit. Hear their story in their own words.
“If it weren't for the continuum of value that Oakside offered, with respect to not only optimizing the sale but optimizing also the asset to which the resources go, we might not have sold at all.”
“It's one thing to say, hey, this company offers a DST into 721 process. It's another thing to put all the team together, let us speak to them in advance, get comfortable with it, so that we weren't out trying to build that ourselves.”
“It's exactly like you laid out that it would be.”
Questions owners ask
Straight answers, before you book.
What does the session cost?
Nothing. It is thirty minutes, there is no obligation to list, and there is nothing to sign.
Do I have to send financials first?
No. Nobody asks you for financials, a rent roll, or a tax return before this call. If a sale makes sense later, documents come after a conversation, not before one.
Is this tax advice?
No. Oakside is not a registered investment advisor and does not provide tax, legal, or investment advice. The session is educational. Every structure discussed has to be evaluated, built, and signed off by your own CPA and tax attorney, and we coordinate with the advisors you already have rather than replacing them.
I already know about the 1031. What else is there?
Seven more structures: the Buy-First Exchange, the Institutional Handoff, the Two-Step Rollup, the Legacy Income Trust, the Banker's Seat, the Diversified Installment Trust, and the Decade-Zero Fund. Most owners have never heard of six of them, because most brokers never bring them up.
I do not want to buy another property. Does that rule me out?
It rules out the standard 1031, which is why most owners reject it. It does not rule out the other seven. Several of them take you out of operations entirely and pay you income instead.
When should I start this conversation?
The sooner, the better, but there's no wrong time to start. Whether you're preparing for an eventual exit or ready to sell today, Oakside can help you evaluate your options and determine the right strategy.
What happens after the call?
You have a short list of the structures that fit and a real number to take to your CPA. If a sale makes sense, we talk about a process. If waiting serves you better, you will hear that from us on the call.
Book it
A conversation worth having.
Whether you're ready to sell or simply exploring your options, thirty minutes with Oakside could change how you approach your exit. We'll discuss your property's value, market conditions, and potential tax-deferral strategies. No preparation, no pressure, and no obligation.
Oakside Companies. Florida real estate broker licence BK3367978.
We're not a registered investment advisor. We don't provide investment advice, but we can help educate sellers on some of their options that they might not know about.
Oakside Companies is not a registered investment advisor and does not provide tax, legal, or investment advice. The Pre-Sale Strategy Session is educational. Every structure discussed must be evaluated, built, and signed off by your own CPA and tax attorney, and Oakside coordinates with your advisors rather than replacing them. Where Oakside introduces institutions that execute these structures, Oakside is not compensated for those introductions. Illustrative figures are illustrations, not projections or client results.