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.
Best Outcome
$5,000,000
Via Stock Sale
Tax Liability
$0
Estimated Taxes
QSBS Eligible?
Yes
Exclusion Applied
Net Proceeds by Sale Type
Comparing the after-tax value of different deal structures.
Key Takeaway: Net Proceeds increases from $3.4M (Asset Sale) to $4.6M (Installment), a net change of +$1.1M (+33.0%).