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Considering a sale / Downloadable software

Exit Value &
Proceeds Planner.

A sale price is the start of the conversation. Work through the deductions, the money available now, and the amounts you may receive later.

Buy Exit Planner — $7 ↗

One-time purchase · Application + quick-start guide

See the value, deductions, and timing
A worked example using the planner’s results. Tax reserve is an example assumption.

When this helps.

You own a business and are considering a sale, preparing to speak with advisers, or reviewing an offer. You want to understand how earnings and deal terms connect to the proceeds you could have available.

Begin with what you know. Keep assumptions visible and revise them as your records, adviser estimates, and proposed terms become clearer.

Build a value scenario.

Enter earnings, owner pay already deducted from profit, and up to five add-backs. Choose credit assumptions and assess eight drivers, including owner dependence, customer concentration, the team, and the lease.

Review the earnings-based range and explore individual driver changes. Industry presets and driver effects are planning assumptions; replace them with evidence relevant to your business. The tool does not produce a formal appraisal or decide whether you should sell.

Follow the deductions.

Use the range midpoint or enter an actual proposed price. Add broker or direct-sale costs, legal and preparation expenses, debt payoff, and a tax reserve.

Enter your adviser’s total tax reserve or explore the built-in simplified asset-sale illustration with editable allocation, basis, and rates. Actual tax treatment needs professional review; corporate and stock-sale taxes, recapture limits, and installment timing are outside the simplified calculation.

Separate available cash from later receipts.

Escrow and seller financing can leave a large gap between total modeled proceeds and cash available after reserving for tax. See those amounts separately before comparing the offer with your plans.

The planner sets aside the full tax reserve now for planning; it does not claim that amount is due at closing. Escrow release and seller-note collection remain conditional. Note interest and payment schedules are not modeled.

Take a clear snapshot to the discussion.

The Exit Snapshot brings together three sections: value assumptions, proceeds and timing, and driver sensitivities with adviser questions. Use Print / Save PDF for a reading copy. Page count depends on your entries and print settings.

Export JSON to keep an editable version for each offer or revision, then import it when you want to continue. A download link and selectable backup text are available if automatic downloading is blocked.

What you receive.

The complete exit-value-planner.html application and quick-start guide in one ZIP. Extract it and open the HTML in a desktop browser. It works offline without Excel, installation, a subscription, or a product account.

Load sample business opens the fictional Juniper Pet Grooming scenario shown here. Browser saving keeps current entries where storage is available; export JSON for a separate backup. Browser storage does not sync between devices.

Exit Planner / How it works

From asking price to available cash.

Alex owns Juniper Pet Grooming and is considering a $350,000 offer. Follow the earnings assumptions, deductions, and payment timing. All figures are fictional.

01 / Start with the assumptions

What supports the price?

Alex starts with $75,000 of latest-period profit and adds back $45,000 of owner pay already deducted. Other costs receive different credit assumptions.

One-time relocation · $6,000100% credit
Mixed-use travel · $8,00050% credit
Personal expense · $2,0000% credit
Credited SDE$130,000
×
Adjusted multiple2.0–3.0×
Modeled value range$260,000–$390,000
A range to investigate.

The $350,000 offer falls within this scenario. That alone does not establish a fair price. Alex still needs relevant comparables and evidence supporting the adjustments.

Illustrated walkthrough using the planner’s fictional sample results. Your outcomes depend on your inputs and the eventual transaction.

Keep your open draft?

Continuing will discard your unsaved changes. You can return to the draft and save or download it first.