Assets vs Shares Summary

Assets vs Shares Summary

With the Asset vs Shares Summary, you can easily import the data from your completed Asset vs Shares Worksheets to present your client with the summary net cash outcomes of their options.

This worksheet highlights critical results, such as the net cash retained in a corporation, net cash allocated to corporate shareholders, and net cash allocated to individual shareholders.

The worksheet also includes multiple charts to compare the alternatives side by side. This powerful summary will save you time and show your clients the value you provide as a trusted advisor.

 Download PDF - Assets vs Shares Summary

Download PDF - Assets vs Shares Summary

  YouTube Video - Assets vs Shares Summary

YouTube Video - Assets vs Shares Summary


Detailed summary (1/2)

Detailed summary (2/2)

Simple summary (1/2)

 Simple summary (2/2)

Simple summary (2/2)

Scenario summary (1/2)

Scenario summary (2/2)

Corporate net cash results

Net cash results

Personal marginal income

Personal marginal taxes

Remuneration to individuals


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