Gain clarity before you execute.
Our suite of 12 interactive tools is designed to expose blind spots, optimize exit timing, and visualize hidden tax erosion. Play with the variables to see the real impact of structured coordination.
1. Wealth Transfer Optimizer
Visualize exactly how much wealth gets lost to estate taxes versus what actually reaches your family.
Open Calculator2. Exit Readiness Score
A fast, interactive 5-question audit to grade your firm's true readiness for an acquisition or internal transition.
Start Evaluation3. Fractional C-Suite ROI
Compare the overhead burden of a full-time CFO or HR Director against the exact fractional cost.
Run Numbers4. Tax Erosion Visualizer
Input your revenue trajectory and see the compounding erosion of capital gains without proper planning.
Visualize Loss5. Business Valuation Slider
Interactive gauge showing how shifting your EBITDA multiple by just 1 point radically alters your final payout.
Calculate Multiple6. Succession Timeline Builder
Drag and drop milestones onto a calendar to see the reality of how many years a solid transition actually requires.
Build Timeline7. Liquidity Event Simulator
Simulate a cash sale event and instantly calculate the shock of your new tax bracket.
Simulate Event8. The "401(k) Ceiling" Check
If you are capped out, see how non-traditional strategies compare to simply paying ordinary income tax on the rest.
Check Ceiling9. Private Equity Recap
Simulate the wealth trajectory of a minority/majority private equity sale versus holding 100% of your shares.
Explore Recap10. The Cost of Delay
An opportunity cost calculator. See how much net wealth is lost by delaying transition planning by 3, 5, or 10 years.
Calculate Loss11. Philanthropy Modeler
Model how structures like a Charitable Remainder Trust can offset massive tax hits during an exit while creating a legacy.
Model Impact12. Inflation Stress Test
See how purchasing power erosion affects your liquid capital post-exit over a 20-year horizon.
Run Stress Test