Free & interactive
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.
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.
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