Free Interactive Tools

See where you stand — before we ever talk.

Eight 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.

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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
70
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
★ Featured Tool
Exit Value Gap Calculator
See what your exit is actually worth after taxes — and how much you could save with the right planning. Compares current tax exposure against optimized strategies across federal capital gains, NIIT, state taxes, and advanced structures like QSBS, installment sales, and charitable remainder trusts.
Calculate your gap
$6M Sale · S-Corp · Florida · 3yr Horizon
CURRENT TAX EXPOSURE
$1.42M
OPTIMIZED EXPOSURE
$890K
YOUR VALUE GAP
$530,000
Money left on the table without planning
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