Farm families facing difficult decisions around selling land—whether due to the process, timing, and concerns around having the right players involved in the process. However, the driving factor is often around what to do with the proceeds after they sell their farm.

No. We work with agricultural brokers, attorneys, and specialists to help position your land for sale and ensure the transaction aligns with your family’s financial plan.

We bring multiple generations to the table, align values and goals, and help families reach consensus before big financial decisions are made.

This is common. Our role is to facilitate conversations, provide clarity on the financial implications, and create a roadmap that helps families move forward together.

We act strictly as fiduciaries, meaning we only work in your best interest. We also quarterback the entire process, coordinating attorneys, CPAs, qualified intermediaries, and DST providers so nothing is left to chance.

If you own farmland in California and are considering selling, but want to preserve wealth, reduce taxes, and prepare the next generation, a complimentary consultation is the best first step.

Families typically consider four paths:

Sell outright and pay the taxes.

Complete a 1031 exchange into new real estate.

Complete a 1031 exchange into a DST (outsourcing management).

Blend these strategies for diversification and flexibility.

Our fee is $17,500 to quarterback the sale transaction from start to finish. If you’d like us to host two Family Summits prior to the sale to align multiple generations, the total fee is $26,000.

If you have our firm actively manage assets for you, we have a separate advisory fee.

When selling, three main taxes typically apply:

Federal Capital Gains Tax: 15–20% depending on income levels.

California State Capital Gains Tax: As high as 13.3%.

Net Investment Income Tax (NIIT): An additional 3.8% for higher-income households.
Our role is to structure the sale strategically and explore tax-efficient solutions to reduce these burdens.