Interactive worksheet

Proceeds planning worksheet

Turn the questions in your head into a clearer working picture. Adjust the inputs below and use the result to prepare for a conversation.

Your cash proceeds, before the deductions below ($)

Tax reserve supplied by your tax professional ($)

Costs not yet deducted from cash proceeds ($)

Near-term spending and commitments ($)

Illustrative inputs only. Remainder = cash proceeds − tax reserve − remaining costs − commitments. Avoid double-counting costs already deducted from the cash figure. Excludes contingent earnouts, retained equity, future taxes, investment returns, and tax-law calculations. A positive remainder is not necessarily available to invest.

No email is required to use this tool. Tool inputs are not included in the inquiry form submission. Use approximate figures and role labels; do not enter account numbers.

The founder transition guide ↗

Tell us what needs
to come together.

Share the decision, the timing, and the help you are looking for. Entropy will review your request for a possible advisor introduction.

An introduction may be to Entropy’s advisory team or another participating advisor. This is not a search of every firm in the market. Fit, fees, and services are discussed separately.

Please use approximate figures. Do not include account numbers, tax IDs, passwords, or private documents.

Proceeds planning worksheet

Tell us what needsto come together.

Tell us what needs
to come together.