Christian OsgoodCEO, Multifamily Strategy · CEO at Multifamily Strategy

Most Important Thing in Seller Financing

5 Aug 2023 · 0 min

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Christian Osgood says the first move in seller financing is asking the other party what they actually want to achieve, whether it's tax protection or estate planning. Then shape the deal to support that goal. A CPA can validate tax claims and give you leverage in negotiations.

When you're doing this, your goal is to have them tell you what it is that they're trying to do. Just learn their goal and make sure that you craft it to that. If their goal is tax protection, we want to spread this out. They should probably talk to their CPA, and you use that as the negotiation for what the term needs to be. If they're trying to pass it on to their kids, same exact thing, but you're framing a story of this is what they're trying to do and this is what I'm trying to do, and the deal that is written specifically for those goals is going to be the right deal for that.