1. Choose a planning scenario
Each scenario changes the income yield assumption used to estimate potential annual income capacity.
2. Set your annual income goal
What income would you like your assets to generate after transition?
3. Estimate operating business value
This is separate from the hard assets below. It reflects enterprise value, customer base, contracts, goodwill, or operating cash flow.
4. Estimate business asset value
These are assets that may support an auction, liquidation, retained ownership, or income strategy.
Total Estimated Asset Value
Potential Auction Value
5. Adjust conversion assumptions
These assumptions estimate how much of the hard asset value might realistically convert into liquidity.
Recommended transition strategies
Recommendations update automatically based on the values and assumptions above.
Strong Fit
Worth Exploring
Value breakdown
A quick view of where the estimated transition value is concentrated.
Questions worth discussing
Business Owner Questions
What is a business transition income plan?
A business transition income plan helps estimate how business value, real estate, equipment, and other assets may support future income goals after a transition.
Can I retire without selling my entire business?
Possibly. Some owners create income through partial sales, retained ownership, real estate income, seller financing, or other transition strategies.
What assets contribute to transition income?
Operating business value, real estate, equipment, vehicles, inventory, investments, and other assets may contribute to future income planning.
What is auction liquidity?
Auction liquidity refers to the estimated amount of cash that may be generated by selling equipment, vehicles, inventory, tools, and other business assets.
Should I consider real estate separately from the business?
Often yes. Operating companies, equipment, and real estate frequently require different transition strategies.