Free Interactive Tools

See where you stand — before we ever talk.

Seven free tools built by our advisory team. No cost. No obligation. Use them to make better decisions — whether you ever work with us or not.

Tool 01

Exit Tax Calculator

Compare after-tax proceeds across five deal structures — asset sale, stock sale, installment, QSBS, and ESOP. The structure decision can mean a $680K+ difference on a $6M sale.

Launch calculator

Results · $6M Sale · S-Corp · Florida

After-Tax Proceeds

ESOP (1042) ··· $4.2M
Stock Sale ··· $3.8M
Installment ··· $3.5M
Asset Sale ··· $2.95M

TAX GAP

$1,247,000

Tool 02

Exit Readiness Scorecard

Twenty questions across six weighted dimensions. Most owners discover they're 12–18 months behind on at least two critical categories.

Take assessment

Exit Readiness — Results

Conditionally Ready

Financial Health ···· 85%
Owner Dependency ···· 62%
Legal Infrastructure · 40%
Tax Readiness ······· 75%

Tool 03

Business Valuation Estimator

Three-method directional valuation using real market multiples across 15 industries. Interactive improvement sliders show what specific changes are worth in dollars.

Estimate value

Manufacturing · $8M Revenue

$4.2M – $5.8M

Three-method blended range

EBITDA Multiple ··· $5.8M
Revenue Multiple ·· $4.9M
SDE Method ········ $4.2M

Ready for the Next Step?

Tools give you direction.
Advisory gives you a plan.

If any of these results surprised you, a 20-minute conversation will tell you exactly what to do next.

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No obligation · Nationally delivered

See where you stand — before we ever talk.

Tools give you direction.Advisory gives you a plan.

Tools give you direction.
Advisory gives you a plan.