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The Exit Math Cheat Sheet

Type a sale price, tap a state, and watch what structure does to the check.

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The Exit Math Cheat Sheet
@fmaunlv
Type a sale price, tap a state, and watch what structure does to the check.
Imagine you sell your company for
$
Where do you live when it closes?
Cash route: gone on day one
...
Cash route: what you keep
...
Stock route (Section 368): tax at closing
An exchange, not a sale. Then borrow against it, collar it, and the step-up can erase the gain.
...
THE CATCHES
Lock-ups, collar width, interest carry, uncoordinated advisors
The four things that blow the plan up. Not advice, the structure.
An AI coach reads your work against the FMA playbook. Education, not financial advice.
It's not what you make. It's what you keep.He negotiated $1M off and took $66M in stock.
How the structure works. Not advice.
Take the knowledge with you: the PDF is the full framework, worked examples, and the printable version of this tool. Download the guide (PDF)One-page card
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