Liquidity Event Planning Calculator
Liquidity Event Planning Calculator
Frequently Asked Questions
A liquidity event is a significant financial transaction where assets are converted into cash, such as selling a business, exercising stock options, or receiving an inheritance.
This tool models the financial outcomes of a liquidity event, helping you plan for tax obligations, investments, and changes to your net worth.
You should use your applicable capital gains tax rate for events like business sales or stock options, and your income tax rate for inheritances or other income.
Yes, input your expected annual investment growth rate to project the future value of your investments over the selected time horizon.
Accounting for planned expenditures helps you understand how much you can invest and how these expenditures impact your future financial position.