THE PLANNING TOOLS

The numbers tell a story.
Start with your questions.

A sale changes more than a balance sheet. Find a useful place to explore the numbers—and prepare to make sense of them with the people you trust.

Find my starting point I’m helping a client ↗

No account or personal financial details needed here.

01 / CHOOSE A STARTING POINT

What would help right now?

Choose what you want to explore. You can open any tool below at any time.

Explore a payment scheduleStart with the shape of income after a sale.Compare detailed scenariosLook more closely with your advisory team.Understand the trade-offsOrganize the questions before the numbers.

A focused starting point

SIS Calculator

Explore a sale and payout design, then review payments, estimated taxes, and net proceeds year by year.

Open SIS Calculator

02 / BRING A LITTLE CONTEXT

A starting point.
Not every answer.

You don’t need to have everything figured out. Mark the information you have a starting point for, and bring the remaining questions to your team.

YOUR CONVERSATION STARTER

What would I like a payment schedule to help me understand?

These marks stay on this page until you leave or reload. No figures or personal details are collected here.

My preparation checklist

0 of 6 marked

This is a conversation aid, not a readiness score.

An outline of the saleWhat is being sold and where the transaction stands.Figures to confirm with my teamA list of available sale, cost, and tax information; note what is still uncertain.My cash and income prioritiesThe needs I want my advisors to keep in view.Who should be part of the conversationMy existing CPA, attorney, broker, or other trusted advisors.When I would want payments to beginBring a starting date or a question about timing.The payment patterns I want to exploreNote the timing and duration you would like to discuss.

Your brief includes this starting point, the checklist, and questions for your advisors. You can open a tool without completing it.

03 / EXPLORE AT YOUR OWN PACE

A tool for each conversation.

Your selections above don’t limit where you can go.

A focused starting point

SIS Calculator

Explore a sale and payout design, then review payments, estimated taxes, and net proceeds year by year.

Explore SIS Calculator

A deeper planning conversation

SIS Analyzer

Explore the existing after-tax comparison model and its detailed annual schedules with your advisors.

Explore SIS Analyzer

Room to consider your choices

Comparison Workspace

Put two approaches side by side, explore the questions they raise, and create a discussion worksheet.

Explore Comparison Workspace

Keep the person in the picture.

A model explores the assumptions you enter. Review those assumptions, the limitations, and the results with your qualified advisors before making a decision.

THE NEXT CONVERSATION

You bring the priorities.
Keep your team beside you.

Still finding your way? Begin with the guided seller journey, or ask for support alongside the professionals already helping you.

Build my discussion guide ↗Request additional support ↗

The numbers tell a story.Start with your questions.

What would help right now?

SIS Calculator

A starting point.Not every answer.

My preparation checklist

A tool for each conversation.

SIS Calculator

SIS Analyzer

Comparison Workspace

You bring the priorities.Keep your team beside you.

The numbers tell a story.
Start with your questions.

A starting point.
Not every answer.

You bring the priorities.
Keep your team beside you.