Owner resource center
Start with the question already in front of you.
Use one focused tool or guide to get an immediate answer. Each path connects the business decision to what it means for the owner, family, and life after ownership.
for ownersStart the owner journey →
Start with a number
Use the tool closest
to your decision.
Results appear immediately. No email is required to use a calculator or assessment.
01Personal outcome
How much do I need to sell my business for to retire?
Work backward from after-tax spending, existing capital, debt, transaction costs, and tax assumptions.
Calculate the required sale value→02Transaction economics
What might I actually keep from a business sale?
Bridge a headline price to illustrative proceeds after debt, transaction costs, and tax assumptions.
Estimate net proceeds→03Transition readiness
Is the business—and the owner—ready for a transition?
Use eight questions to identify the first issue that may be limiting the owner’s options.
Take the readiness assessment→04Deal structure
How much of the offer is cash, deferred, or contingent?
Compare cash at close, seller financing, earnout, and rollover equity before anchoring on price.
Compare the deal structure→A buyer already called
Do not let their urgency
become your strategy.
Use the practical 72-hour guide to organize what to ask, what not to share yet, and what must be understood before exclusivity.
New York–Florida planning
Coordinate the move,
the business, and the family.
These guides address owners whose company, residency, family, or future spans New York and Florida.
Build options before urgency chooses the path.
For owners with time to strengthen transferability, leadership depth, value clarity, and personal readiness before a transition.
Explore New York owner planning→Sequence the move and transaction before momentum takes over.
For owners whose personal life is moving toward Florida while the business, buyer, or transaction facts remain connected to New York.
Review the moving-before-sale guide→Treat residency as a documented pattern—not an assumption.
For owners coordinating domicile facts, transaction timing, property, advisers, and the life they are actually building.
Understand the residency questions→Bring the family balance sheet into one coordinated picture.
For snowbird families connecting two homes, estate documents, spending, insurance, advisers, and future residency decisions.
Explore two-state wealth planning→More owner questions
Go one level
deeper.
These pages address the planning corridor, owners already based in Florida, and the timing decision between a move and a sale.
The full corridor
→New York–Florida planning for business owners
Connect the company, the move, the transaction, and the family outcome.
Florida owners
→Exit planning after the move to Florida
Organize the owner transition when Florida is already home.
Decision timing
→Sell the business before or after moving?
Compare the sequence before a closing date chooses it for you.
Every resource is:
Written for ownersPlain language and a real decision.FocusedOne question with a clear next step.EducationalNot tax, legal, or individualized advice.
When reading is no longer enough
Turn the questions into
your starting agenda.
The guided journey organizes what feels familiar, tests a few assumptions, and creates a concise brief you can choose to send.