Tools and Calculators

Business Planning

Business Succession Planning Alternatives

  • This table compare the features and limitations of different succession planning strategies.

Planning for Succession of a Business Interest

  • Use this decsion-tree to help evaluate business succession alternatives.

Breakeven Analysis

  • Designed to estimate how many units of a product must be sold to make a profit.

Business Valuation

  • Illustrates how cash flow, growth rates, capital assumptions and other factors impact valuation levels.

Cash Flow Calculator

  • Helps you estimate the cash flow generated by your business.

Equipment Buy vs. Lease

  • Estimate monthly payments and your total net cost to help you decide which is the better value for you.

Financial Ratios

  • Designed to estimate ten different financial ratios, including solvency, liquidity, operational efficiency and profitability.

Inventory Analysis

  • Estimate how much inventory to hold and when to place inventory orders to help maintain inventory efficiency

Profit Margin Calculator

  • Helps you choose a selling price for your products to achieve a desired profit margin.

Working Capital Needs

  • Estimate your businesses working capital needs for the year.

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