Optimizing assets for future financial freedom.
The Johnsons recently invested $500,000 in a minority stake in a local software company. While they believe in the company's potential, they struggled to accurately assess the true value of this asset. Traditional retirement calculators only accounted for easily liquidated assets, leaving the Johnsons unsure of how this illiquid investment would ultimately impact their long-term financial goals and net worth.
Using Golden Door Asset's Net Operating Assets Calculator, we helped the Johnsons determine the software company’s operating assets. We uncovered inefficiencies in the company’s working capital management, revealing $150,000 in untapped value. This insight allowed them to negotiate better terms with the company’s management and restructure their investment for greater long-term return. We further utilized the Debt-to-Asset Ratio calculator to assess the company's financial leverage and risk.
The Net Operating Assets Calculator requires inputting the company's total assets and subtracting non-operating assets. The Debt-to-Asset Ratio calculator integrates by allowing the advisor to directly input asset and debt figures from the Net Operating Assets calculation, saving time and ensuring consistency.
$150,000 in newly identified value plus a projected 12% increase in annual returns from their software company investment.
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