Tier 2
Business Owner & Self-Employed Pack
82 business owner households with entity complexity for succession and exit planning testing.
Overview
Business owner financial planning requires specialized data that captures the complexity of entity structures, business valuations, and exit planning scenarios. This dataset provides 82 households with small and mid-size business ownership including S-corporations, LLCs, partnerships, and sole proprietorships. Each household includes business valuation scenarios, succession planning documentation, and exit strategy modeling.
What's Inside
82 households with business ownership across entity types (S-corp, LLC, partnership, sole prop)
Business valuation scenarios: income approach, market approach, asset approach
Succession planning: family transfer, management buyout, ESOP, third-party sale
Exit strategy modeling with tax optimization (installment sale, QSBS, 1031 exchange)
Buy-sell agreement scenarios with funding mechanisms
Business owner retirement planning: SEP-IRA, Solo 401(k), defined benefit plan
Use Cases
Business planning software testing
Valuation algorithm validation
Succession planning tool QA
Exit strategy modeling platform development
Ideal Buyers
Business planning software vendorsM&A advisory platformsBusiness valuation firmsRIAs serving business owners
Example firms: BizEquity, ValuAdder, Transact Capital, Axial, Generational Equity
Tags
Business OwnerSuccession PlanningExit StrategyBusiness ValuationSelf-Employed
High Deviation from Base Corpus
Requires significant custom modeling or external data layers. Delivery timeline discussed on order.
Other Tier 2 Packages
Investment Portfolio Analytics Pack
461 households with diversified investment portfolios for analytics platform testing.
$3,500
Estate Planning & Wealth Transfer Pack
155 high-net-worth households with complex estate structures for planning software testing.
$3,500
Cryptocurrency & Digital Asset Pack
40 households with crypto-native financial profiles for digital asset platform testing.
$3,000