Business sale calculators for your website.
Seven tools: asset sale or stock sale, the installment note, the purchase price allocation, and the qualified small business stock exclusion. Each opens in a small window on your site, with its sources and the date it was reviewed, in plain English. No account needed. Each ends by telling the reader to talk with a professional who knows their whole situation. No account needed.
Put these on your siteTry it: Asset Sale or Stock Sale? (opens in a new window)
Where a link goes
- The page on selling a business.
- The email before an exit-planning meeting.
- Your resources page for owners.
Paste it into an article, a resources page, or an email. The calculator stays here, kept current. Every tool below has its link ready; choose once whether copied links open the minimalist window or the full page.
All 7 tools
Saving while you work
Estimated Tax Safe Harbor
Tells you how much tax you must pay in during the year to avoid the underpayment penalty, and how to close any gap.
Your house and your mortgage
How Much Umbrella Coverage Do You Need?
Sizes an umbrella liability policy from what a lawsuit could reach: your net worth outside retirement accounts plus a share of your future income, less what your auto and home policies already cover.
Estate and inheritance
Net Unrealized Appreciation Calculator
Compares the tax on taking company stock out of a 401(k) with a special election against rolling it into an IRA.
Selling a business
Asset Sale or Stock Sale? The Double Tax on a C Corporation
Compares what you keep from selling your C corporation's assets against selling its stock, and shows the price that would make the two equal.
Purchase Price Allocation: What the Seller Keeps
Splits the price of your business among its assets the way the tax form does, and shows the tax on each part and what you keep.
Installment Sale of a Business
Shows the tax each year when a business is sold for a down payment and a note, and how much tax that pushes past the year of sale.
QSBS Exclusion Calculator
Shows how much profit from selling stock in a small company can be excluded from tax, and what the rest costs.
Or take the whole set as one post
One post with the calculators above. Paste it into a new post as it is, or rewrite the introduction in your voice.
A ready-made post for your blog, with 3 of the calculators above.
Make the introduction your own. Adapt the post as you like; we keep the calculators up to date.
Filled in, the first sentence of the post is yours: “At your firm, these calculators show the arithmetic behind the questions we hear most.”
- 1Open Posts, then Add New, and give the post a title.
- 2Add a Custom HTML block (type /html). In the classic editor, use the Code tab.
- 3Paste, preview, publish. Do this as an administrator.
On a phone? Email this page to yourselfText it to yourself
Download as a file: · ·
3 of 7 tools are included. Change which ones
Saving while you work
Your house and your mortgage
Estate and inheritance
Selling a business
Why firms put these on their sites
- It ends with you
- Every tool closes by telling the reader to talk with a professional who knows their whole situation. The reader is on your site, so the next step is your door.
- Something to do, not just read
- A visitor who runs their own numbers stays longer than one who reads, and the number they get is the question they bring to you. Every figure traces to a statute, regulation, or agency release, and when the law moves, it changes here.
- In plain words
- Every tool opens with a plain-English line on what it does and where it stops, so visitors use it without help and know its limits.
Built by Joshua Mangoubi, CFA, MBA. Joshua is a financial adviser who likes building things that help people think clearly about money. We hope these are useful to you and your clients. The tools are educational estimates from primary sources, not advice. Corrections are welcome through the contact page.
Terms. Cite any page, quote any figure with the year attached, or use the links above with the attribution left as it is; add nofollow or any other attribute to the links if you like. No reciprocal link, ever. All 19 professional shelves.