Business sale answer

How much do I need from my business sale to retire?

The useful number is not simply the sale price. It is the after tax amount your retirement plan needs after accounting for debt, transaction costs, other assets, dependable income, spending, timing, and uncertainty.

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What we can review

Bring the pieces into one conversation.

✓Estimate retirement spending

✓Identify income and assets outside the business

✓Allow for debt, taxes, and transaction costs

✓Test whether likely net proceeds support the plan

Direct answers

Start with the question you asked.

How much do I need from the sale to retire?

Start with the annual spending your other income and assets will not cover, then estimate the after tax proceeds needed to support that gap. Allow for transaction costs, debt, taxes, timing, and uncertainty.

Your next step

You do not have to make the decision before starting the conversation.

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