WealthGap X-Ray
When you exit your business, will it be enough?
Move the slider to see where you actually stand, and what it would take to close the gap.
↓ Interact with the tool below.
Current Net Worth
(Not including Business)
EBITDA (Example Range of Multiples)
(LBO)
(VCO)
WealthGap X-Ray Slider Instructions
- Press – or + to move slider
- Grab Red Triangle and slide
Business sale multiples are for demonstration purposes only and vary by industry.
Based on principles from the Exit Planning Institute
The Questions Every Business Owner Should Be Asking
- Are you building a business – or building wealth?
- Do you know where you actually fall on this spectrum?
- And more importantly: do you know what it would take to move the needle before it’s too late to matter?
- Most owners don’t discover their wealth gap until they’re sitting across from a buyer – and by then, the leverage is gone.
- The difference between a lifestyle business and a value creator isn’t luck. It’s a plan, executed early enough to make a difference.
Jon Wax, CEO, CFP
System
Most owners don’t find out they have a wealth gap until it’s too late to close it.
“Let’s look at yours now — while there’s still time to do something meaningful
about it.” — Jon Wax
● 2025 Forbes Best-in-State Wealth Advisor (Florida) ● 40-Year Family Legacy in Financial Planning
● Certified Exit Planning Advisor (CEPA) ● Raymond James Chairman’s Council — since 2010
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Raymond James Financial Services Advisors, Inc. Waller & Wax Advisors Inc. is not a registered broker dealer and is independent of Raymond James Financial Services. Business sale multiples shown are for educational and illustrative purposes only and are not a guarantee of any specific outcome. Based on principles from the Exit Planning Institute. *2025 Forbes Best-in-State Wealth Advisors ranking developed by SHOOK Research. Neither Raymond James nor any of its advisors pay a fee in exchange for this award.
Investing involves risk and you may incur a profit or loss regardless of strategy selected, including diversification and asset allocation. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional. 401(k) plans are long-term retirement savings vehicles. Withdrawal of pre-tax contributions and/or earnings will be subject to ordinary income tax and, if taken prior to age 59 1/2, may be subject to a 10% federal tax penalty. Dividends are not guaranteed and must be authorized by the company’s board of directors.
The Forbes Best-in-State Wealth Advisors 2025 ranking, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. This ranking is based upon the period from 6/30/2023 to 6/30/2024 and was released on 4/8/2025. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 48,944 nominations, roughly 9,722 advisors received the award. This ranking is not indicative of an advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Compensation provided for using the rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors/ for more info.