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.

Information and interactive calculators are made available to you as self-help tools for your independent use. The accuracy of this calculator and its applicability to your circumstances is not guaranteed and may not take into account tax effects, liquidity constraints, market volatility/investment return variability, time horizon assumptions, inflation, business sale uncertainty and the potential tax impact of the sale. You should obtain personal advice from qualified professionals. The information provided is not specific investment advice, a guarantee of performance, or a recommendation. Rates of return will vary over time, particularly for long-term investments. Investments offering the potential for higher rates of return also involve a higher degree of risk. Actual results will vary.

• Are you building a business – or building wealth?
• Do you know where you actually fall on this spectrum?
• Do you understand the steps that may help improve your outcome over time?
• In many cases, owners only recognize their wealth gap during buyer discussions, when leverage may be reduced.
• The difference between a lifestyle business and a value creator isn’t luck. It’s usually a plan, executed early enough to help make a difference.

Many owners do not identify a potential wealth gap until later in the process, when options to address it may be more limited.

●  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.

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.