Gross-to-Net Proceeds Calculator

The sbLiftOff Gross-to-Net Proceeds Calculator is intended solely as an educational and planning tool to provide a high-level estimate of potential transaction proceeds. The results are illustrative only and should not be relied upon for tax, legal, accounting, financial, or investment decisions.

By using this self-service calculator, you acknowledge that the results are estimates only and that actual transaction proceeds may differ materially based on numerous factors, including transaction structure, purchase price allocation, entity type, tax basis, working capital adjustments, debt balances, transaction expenses, state and local tax rules, etc.

To provide directional guidance of after-tax proceeds, the calculator makes several important assumptions that may not reflect an owner's actual business or tax situation, including:

• Assumes a stock sale with typical deal structuring conducted on a cash-free / debt-free basis.
• Conservatively assumes the seller has zero tax basis in the ownership interest being sold.
• Assumes no prior taxes have been paid on Cash on Balance Sheet and, thus, includes such amounts in the estimated taxable proceeds calculation; Transaction Costs are tax deductible.
• Assumes the highest state income tax rate based on the owner's state of residence; no Net Investment Income Tax (NIIT) by default for active owner-operators.