Navigating complex partnership exits with precision.
Linda's deferred compensation represents a substantial portion of her retirement savings, but its performance is tied to the law firm's success, making it difficult to assess the true risk independent of the firm's debt. She needs a clear understanding of the inherent asset risk to diversify her portfolio effectively and protect her future financial stability, complicated by beneficiaries from different marriages.
Using the Unlevered Beta Calculator, we isolated the risk associated with the underlying assets of comparable publicly traded legal service companies, removing the distortion caused by debt. We determined her firm's unlevered beta was 0.85, lower than initially perceived. This allowed us to reallocate a portion of her deferred compensation to lower-risk assets, increasing her projected retirement income by 8% without significantly impacting overall portfolio volatility.
The Unlevered Beta Calculator used publicly available data on comparable firms' betas, debt-to-equity ratios, and tax rates to isolate the inherent risk of the assets. This provides a clearer, more accurate risk assessment than relying solely on the firm's overall beta.
$120,000 increase in projected retirement income with comparable risk tolerance.
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