Referral Partners · Advisors

The Deferral Specialist on Your Team

If you advise people who sell appreciated assets — businesses, real estate, practices, stock — we're the specialist you call when a client faces a brutal one-year tax bill. You keep the relationship and the work; we place the structure and make you look good.

CPAs, estate attorneys, business brokers, real estate agents, and 1031 qualified intermediaries all run into the same moment: a client is about to sell something highly appreciated, and the tax is going to be ugly. You don't want to lose the deal, the client, or the relationship — and you don't place insurance-funded deferral structures yourself. That's where we come in.

How we work with you

Who we partner with

The one-line version for your client:
  • "I work with a specialist who can spread the tax on your sale across years instead of one painful April — and I'll stay involved the whole time."

How to refer a client

Call 213-414-2808 or send an intro email. We'll run the numbers, share them with you, and coordinate from there. Want a co-branded one-pager to hand clients, or to talk through a live deal? Reach out — we'll make it easy.

For Qualified Intermediaries specifically

A 1031 and a structured installment sale are complementary, not competing. You handle the like-kind exchange; we handle the boot, the failed exchange, or the client who'd rather exit real estate entirely. Let's set up a referral relationship so neither of us ever has to tell a client "sorry, nothing I can do."

Frequently asked questions

Do you compete with CPAs and financial advisors?

No. We don't prepare returns, manage assets, or take over the client relationship. We place the IRS-recognized §453 deferral structure and keep you in the loop — you retain the client and the ongoing work.

What's in it for the referring professional?

Your client keeps far more of their sale proceeds, you look like the hero who brought the solution, and you stay involved throughout. Many partners also build a reciprocal referral relationship over time.

How does this work with a 1031 exchange?

A structured installment sale is the backstop when a 1031 can't be completed, the client can't find a replacement property, or they want to exit real estate entirely. We work alongside qualified intermediaries rather than competing with them.

Can attorneys also defer their own contingency fees?

Yes. Plaintiff and contingency-fee attorneys can defer the tax on their own fees using a Childs-validated structured attorney fee arrangement — set up before the case settles.

How do I refer a client or start a partnership?

Call 213-414-2808 or email an introduction. We'll run the numbers, copy you on everything, and can provide a co-branded one-pager to hand your clients.

Thinking about a big sale?

Before you sign anything, run your numbers with someone who structures the deal to be tax-smart and audit-ready from day one.

Call 213-414-2808 Run the Numbers →