Taxstra • Planning worksheet • 2026-09-05

Selling a Business: Comparing Asset and Stock Sale Tax Outcomes

Use this worksheet alongside the guide. The figures and schedules are educational illustrations, not individualized tax advice or a recommendation for your circumstances.

Work through your records

Read the explanation in the guide before filling in the schedule. Keep the illustrated values separate from your actual records. For each row, identify the supporting document, applicable period, unresolved assumption, and person responsible. Do not treat example percentages or classifications as established facts for your situation.

Component	Seller model	Buyer model
Purchase price	Gross consideration and timing	Cost and financing
Asset allocation	Gain character by asset	Basis by acquired asset
Liabilities	Payoffs and assumed obligations	Obligations acquired
Fees and escrow	Net cash and timing	Costs and settlement
Entity history	Potential special tax consequences	Elections and inherited exposure

Resolve the decision

What decision or discrepancy does your completed schedule reveal?Which assumptions need professional review, and what documents support them?Who will take the next action, and by what date?

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Explore the relevant Taxstra service. Use the consultation to establish fit and scope; individualized analysis and implementation require an engagement.