A sale changes more than the numbers.

Farm sale · Strong fitThe Hargrove Farm — retiring from 2,000 acresA $6.5M Texas family-farm sale converted into 25 years of contractually fixed retirement income — and the 2026 bracket math behind every dollar.Open case →Ranch sale · Strong fitThe Brandt Ranch — selling a Wyoming cattle operationA $9M Wyoming cow-calf ranch sale converted into 30 years of contractually fixed income — modeled against an outright sale at 2026 federal rates.Open case →Timber sale · Investor-heldThe Pennington Timberland — a Georgia pine rotationA $2.4M Georgia lump-sum timber-deed sale converted into 25 years of contractually fixed income — with state tax included and the harvest-method analysis that makes it structurable.Open case →Commercial real estate · Strong fitThe Cottonwood Commons office building — gifting a Utah sale to the next generationAn $8M Utah Class-B office building gifted to two adult children before sale and converted into two 30-year SIS income streams — modeled against an outright sale at 2026 federal + Utah rates.Open case →Residential rental · MA surtax caseThe Pereira Four-Families — a Massachusetts multifamily exitA $2.5M Quincy multifamily sale converted into 25 years of contractually fixed income — including Massachusetts' 5% flat tax and the 4% millionaire surtax the structure avoids.Open case →Primary residence · California · Strong fitThe Navarro Residence — selling a long-held California homeA $3.2M San Mateo primary residence sale converted into 20 years of contractually fixed income under IRC §121 and §453 — modeled against an outright sale at 2026 federal and California rates.Open case →

All case presentations are composite illustrations, not actual clients. Figures are modeled under stated assumptions and are not tax, legal, or financial advice. Rates vary by carrier, term, and market; every transaction turns on its own facts. Consult your own tax and legal advisors before acting.