Smart investment, stronger financial future.
Dr. Carter needed to determine if the $750,000 asking price for the veterinary practice was a sound investment, considering the potential for increased revenue through specialized services and managing client lifetime value. Mark, based in California, had significant RSU holdings but limited cash and needed a high-growth investment with manageable risk.
We used the IRR Calculator to project the practice's return on investment, factoring in projected revenue increases from a new canine rehabilitation service (estimated $150,000 annually), equipment leasing costs, and improved client retention strategies boosting average client lifetime value by 20%. The IRR Calculator showed a projected IRR of 18%, making the acquisition attractive to Mark and aligning with his risk profile and growth goals.
The IRR calculation incorporated projected cash flows, including revenue, expenses, and potential capital gains from the practice's future sale. We also utilized the Tax Equivalent Yield calculator to account for Mark's high tax bracket in California, optimizing after-tax returns.
$250,000 increased practice valuation within 3 years
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Advisor adds $1.2M AUM using AI, increasing qualified leads by 25% and freeing 10+ hours weekly.
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