Business Owner

The Business-Sale Stress Test

Everybody models what the sale could bring in. Almost nobody models what retirement looks like if the number comes in light, or the deal never closes. A few quick inputs. Sixty seconds. Let’s see where you stand.

Your numbers

Ballpark is fine. You can round.
$2,000,000
$1,000,000
$300,000
15
$50,000
Most people need roughly 75% of income in retirement, aka $225,000/yr
How much of your retirement is riding on this one sale
67%
of your plan’s funding disappears if the deal falls through.
If it sells at your number
100%
funded
If it sells for half
66%
funded
If the deal falls through
33%
funded

How this works: we estimate your retirement spending from today’s income, count your business at the value you entered, and grow your outside savings plus everything you add each year at 6%. The number up top compares what you’ll need to what you’d have without the sale. Unlike a stock portfolio, we don’t compound the business value, since it only turns into real money at a sale. The bars show where your plan lands if it sells at your number, sells for half, or falls through. This is an educational estimate, not a projection or advice, and it leaves out taxes, deal structure, and your specific timeline. That’s the conversation.

Your results are ready.

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Playbook Wealth Partners Giving you the playbook for your biggest exit.