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Owner Intelligence · Tool 4

The number brokers
never show you upfront.

Enterprise value is the headline. Net proceeds is the check that clears. See exactly what gets subtracted — debt, fees, taxes, escrow, working capital — and what you actually walk away with.

💼 Wealth Managers 🧾 CPAs ⚖️ Estate Attorneys 🏦 M&A Advisors
Your deal inputs
$3,000,000
$500K$20M
$400,000
$0$5M
Held 12–24 months pending indemnification claims
NET PROCEEDS WATERFALL
* Escrow returns after holdback period assuming no claims. Deferred taxes due on installment receipts or QRP sale.
Escrow & Deferred Timeline
Net proceeds by structure — same enterprise value

Which structure puts the most money in your pocket.

📋
Include this in a full Owner Intelligence Report.

The net proceeds waterfall becomes Section 02 of a full 10-section Owner Intelligence Report — the document your clients need before any adviser conversation.

Build full Owner Intelligence Report