Succession & Exit Planning tools
This update will include a first of its kind Succession & Exit planning tool that helps you align the client’s exit priorities, potential exit paths, and assesses their exit readiness.
Succession & Exit features include:
- A survey to surface what’s important to the client during a potential future exit
- Scores for each exit path based alignment with the client's priorities
- Exit readiness scores based on business and personal readiness action items
- A dynamic Succession & Exit deliverable based on the client's unique exit path
Wealth & Retirement Planning tools
New wealth planning insights will help you identify the liquidity potential of the business and integrate the potential proceeds into the client's financial plan and cash flow models.
Wealth features include:
- Liquidity potential analysis that shows how ownership value may turn into net proceeds after taxes and fees
- Net proceeds from exit amortization analysis that shows how net proceeds translate to annual income after exit
- Adjustable amortization variables including taxes, fees, growth rates, and inflation rates to reflect financial plan assumptions
- A stand-alone Business Wealth report
Business Valuation tools
Valuation insights will be expanded to give you and your client deeper clarity on the key factors driving valuation estimates.
Valuation features include:
- Profit & Loss analysis to show how revenue and earnings drive valuation
- Balance Sheet analysis to show the impact of assets and liabilities on valuation
- Industry multiples to show clients how they compare to benchmark companies
- Risk analysis to show how the business risk characteristics impact valuation
- A stand-alone Valuation Report
Risk Management tools
New Risk Management insights will show a breakdown of the factors driving Business Risk Score and assess buy-sell arrangement status.
Risk Management features include:
- Component risk assessment to show the key factors that influence business risk
- Risk to equity owned assessment based on the status of the owner’s buy-sell agreement and supporting funding
- A stand-alone Risk Management report
