IFR Module 261 — Detailed Keep-Side Business Analysis
Purpose: Model what happens financially if you keep the business. Project business value growth, income streams, and retirement readiness over time. Assess key risk factors including owner dependency, market conditions, and succession planning.
Business Parameters
Current Business Income & Value
Growth & Reinvestment
Succession & Exit
Retirement Readiness
Projected Business Value
$0
At year 15
Cumulative Income Earned
$0
Over projection period
After-Tax Sale Proceeds
$0
If sold at exit year
Retirement Ready?
--
Based on withdrawal rate
Projected Business Growth
Year-by-Year Keep Scenario Projection
Year
Business Value
Annual Income
Cumulative Income
Reinvestment
Net Personal Cash Flow
Risk Factors Assessment
Click the dots to rate each risk factor from 1 (Low) to 5 (High).
Retirement Readiness from Business
Disclaimer. Third-party product names and methodology names are the property of their respective owners. Reference does not imply endorsement or affiliation. This tool is the work product of Nate Cocco; the analysis is reviewed by Nate before any client recommendation.