Unlocking value and relocating smartly.
Mark and Susan Peterson, successful owners of a marketing agency in New York City, were facing a pivotal moment. At 50 and 48, they were entertaining an offer to sell their business for $1.2 million. However, the prospect of significant capital gains taxes in New York, coupled with their growing desire for a warmer climate and lower cost of living in Florida, presented a complex financial puzzle. They needed to determine if the sale was truly worthwhile after taxes and how to best allocate their newfound wealth for retirement and a comfortable lifestyle in Florida.
We used the EBITDA Multiple Calculator to confirm the offer price was fair based on industry standards and their company's financials, ensuring they weren't leaving money on the table. Then, considering a 35% federal and state combined capital gains tax in New York, selling would net them only $780,000 after taxes. Armed with this information, alongside the Tax Equivalent Yield Calculator, we crafted a strategy to minimize taxes while considering investment options that would generate at least a 5% return, ensuring their retirement goals were on track.
We integrated the EBITDA Multiple Calculator into their financial dashboard, allowing real-time valuation updates. Tax Equivalent Yield calculations were seamlessly presented alongside investment proposals.
$175,000 in additional wealth accumulation over 10 years via strategic tax optimization and investment planning.
Financial advisor achieves 30% growth and $100K revenue boost by using AI-powered lead generation, transforming their client acquisition process.
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
