Ownership Model Comparator
Compare succession ownership structures
Side-by-side comparison of ownership transfer models with tax and cash flow implications.
Powered by intelligence from 23,428+ SEC-registered RIA firms
The Problem This Solves
You know an ownership transition is coming, but you can't see how an internal buyout, an external sale, or a phased equity handoff actually compare on taxes and cash flow. Picking the wrong structure could cost you a meaningful share of your practice's enterprise value, and you're making that call without the numbers in front of you.
✦ You'll see each ownership transfer model laid out side by side with its tax and cash flow consequences, so you can defend the structure that keeps the most value in your hands.
Tool Details
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