Assets vs Shares

Assets vs Shares Worksheet

The biggest decision many entrepreneurs and investors will face is the sale of a business. It's a high stakes transaction, with sellers eager to get maximum after-tax value on their investment.

Accurately determining the after-tax cash on the sale of a business requires extensive modelling of corporate and personal tax outcomes.

With TTI's Asset vs Shares Worksheet, you can build multiple transaction scenarios, and compare the results in a practical summary. See how your options stack up, whether you're selling assets, shares, or a strategic hybrid.

This worksheet is comprehensive, with support for up to six individual and six corporate shareholders. We support individual capital gains exemptions, ABILs, minimum taxes, and the impacts of key transactions before the sale such as safe income stripping and purification.

Tax experts will no longer spend frustrating days or weeks modelling competing scenarios. Utilize this flagship worksheet to provide higher quality and value to your clients while freeing time for other areas of your business.  

Download PDF - Assets only

Download PDF - Assets only

Download PDF - Shares only

Download PDF - Shares only

YouTube Video - Assets vs Shares Worksheet - Asset Disposition

YouTube Video - Assets vs Shares Worksheet - Asset Disposition

YouTube Video - Assets vs Shares Worksheet - Share Disposition

YouTube Video - Assets vs Shares Worksheet - Share Disposition


Individual salary conditions

Individual tax results

Share disposition details

Net results of disposition

Net results of disposition

Capital asset details

Corporate details

Corporate taxable income

Corporate taxable income details

Corporate carryforwards

Individual shareholder details

Individual carryforwards, credits, and CCB

Individual marginal income

Individual marginal credits, and CCB

Individual marginal federal tax details

Individual marginal provincial tax details

Individual marginal net cash

Individual taxes payable

Individual remuneration allocations

Net cash


  • Assets vs Shares (Assets + Shares, Corporate + Individual Shareholders)
  • Assets vs Shares (Assets + Shares, Individual Shareholders)
  • Assets vs Shares (Assets, Corporate + Individual Shareholders)
  • Assets vs Shares (Assets, Individual Shareholders)
  • Assets vs Shares (Shares, Corporate + Individual Shareholders)
  • Assets vs Shares (Shares, Individual Shareholders)