Simplified versions of the models we run internally. Every assumption is stated on the page, and every result is an estimate, not advice.
Outright sale against a tax-deferred structure, compounded over your horizon.
Open calculator →Your Section 1202 exclusion, and the value of each additional stacked cap.
Open calculator →Economics of buying transferable energy credits at a discount to face value.
Open calculator →Projected exposure above the exemption, and the value of moving growth early.
Open calculator →What postponing a tax bill is worth at your reinvestment rate and horizon.
Open calculator →The 1% advisory fee and 10% performance fee modeled against a plan's output.
Open calculator →A first meeting covers your situation, the strategies that plausibly apply, and what we would need to review before recommending anything.
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