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.
- Assets vs Shares Summary (Corporate + Individual Shareholders)
- Assets vs Shares Summary (Individual Shareholders)