The deal closes. The wire hits. Now what? Most business owners have never seen a 20-year projection of what their exit proceeds actually produce — how long it lasts, what it generates annually, and how much the structure choice matters. This tool shows you the numbers.
20
Year Projection
3
Allocation Scenarios
3
Deal Structures Compared
Step 1 of 1 — Your Situation
Your deal, your life, your projection.
Six inputs. We'll model what your exit produces over 20 years — across three allocation scenarios and three post-exit tax structures.
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20-Year Portfolio Projection
Your personalized model is ready
Your wealth projection is ready to reveal.
Enter your details to see your full 20-year portfolio projection — across three allocation scenarios and three tax structures — plus your estimated sustainable annual income.
Post-Exit Wealth Projection — Callwen Advisory Group
Your 20-Year Wealth Projection
Portfolio Value — 20-Year Trajectory
Taxable account. Annual spending adjusted for 2.5% inflation. Taxes applied on investment returns each year.
Scenario Comparison
Post-Exit Tax Structure Comparison
How you deploy your proceeds dramatically affects what you keep. These three structures produce different outcomes — each with distinct tradeoffs.
A projection is a starting point. A wealth strategy is the plan.
This tool shows you the range of possibilities — but translating your exit into a 20-year financial plan requires coordinating tax strategy, estate planning, investment allocation, and lifestyle goals. That's exactly what a post-exit wealth strategy session is designed to do.
DISCLAIMER: This tool is for educational and illustrative purposes only. All projections are hypothetical and do not represent guaranteed outcomes. Investment return assumptions are simplified averages and do not account for sequence-of-returns risk, market volatility, fees, inflation adjustments beyond those noted, or individual tax circumstances. QOZ and CRT scenarios are illustrative only and are based on simplified assumptions — actual tax treatment depends on specific facts, eligibility, timing, and applicable law. This tool does not constitute investment, tax, legal, or financial advice. Past performance does not guarantee future results. Consult a qualified CPA, CFP, estate attorney, and tax advisor before making any post-exit financial decisions.