Deferred Sales Trust & Passive Income Strategies with Brett Swarts

In this episode of the M&A Launchpad Podcast, hosts Feras Moussa and Casey Minshew are joined by Brett Swarts, founder of Capital Gains Tax Solutions and an expert in sophisticated tax planning strategies. Brett dives deep into the mechanics of the Deferred Sales Trust (DST), breaking down how it empowers entrepreneurs and investors to preserve their wealth, defer taxes, and generate truly passive income. The conversation covers why traditional exit strategies often fall short, the importance of legacy and mission in financial planning, and how the largest wealth transfer in history is creating unprecedented opportunities for proactive entrepreneurs. If you're preparing for an exit or looking to create long-term financial freedom, this is a must-listen.

In this podcast episode, we discuss:

· Why tax planning should be at the forefront of every entrepreneur’s strategy

· The Deferred Sales Trust (DST) explained—how it works and who it’s for

· How to create passive income streams through advanced tax structures

· Why legacy planning starts with understanding your family’s mission and values

· The biggest mistakes entrepreneurs make when exiting their business

· How DSTs can be used for real estate, businesses, crypto, and more

· Building a team of experts to navigate complex transactions

· The government’s role in wealth transfer and how to plan accordingly

· Why the time to plan your exit is before you sell

Guest Contact Info: LinkedIn: https://www.linkedin.com/in/brett-swarts/ Website: https://capitalgainstaxsolutions.com/meet-brett/ Additional Resources:

· Learn more about Equity Launchpad and how they help buyers and sellers navigate acquisitions: https://www.equity-launchpad.com

· Contact Casey Minshew or Feras Moussa at [e-mail]

· Looking to buy or sell a business? Equity Launchpad can help guide you through your acquisition or exit strategy.

· Don’t miss the next M&A Launchpad Conference – October 2025 in Chicago (Date and location TBD). Visit https://www.malaunchpad.com to learn more and join the waitlist.

About The M&A Launchpad: The M&A Launchpad provides insights into acquiring, investing in, and selling profitable businesses in the lower to middle market. Whether you are a business owner, investor, or aspiring entrepreneur, we will provide you with the knowledge, guidance, and capital to navigate the world of mergers and acquisitions. The M&A Launchpad presents a series of weekly podcast episodes and hosts an annual M&A Launchpad Conference tailored to the M&A community. Connect with M&A Launchpad: 🎧 Podcast on Spotify: https://open.spotify.com/show/0mW6i4ooujqC7eOPWmguU7 🎧 Podcast on Apple: https://podcasts.apple.com/us/podcast/m-a-launchpad/id1740382586 🎟️ Attend Upcoming M&A Launchpad Conference: http://malaunchpad.com/