Business Owner Investment Strategies

Sophisticated financial planning tools designed specifically for business owners. Plan your exit strategy, track QSBS holdings for tax-free gains, and maximize retirement contributions through self-directed accounts.

Exit Strategy

Define sale parameters to analyze tax impact.

Sale Price

Cost Basis

Holding Years

Installment Years

State Tax Rate

Best Outcome

$5,000,000

Via Stock Sale

Tax Liability

Estimated Taxes

QSBS Eligible?

Yes

Exclusion Applied

Net Proceeds by Sale Type

Comparing the after-tax value of different deal structures.