Buy-Sell Structure Comparison

Compare caller-assigned criterion scores without making legal or tax recommendations.

Description

Buy-sell structure scoring summarizes caller-assigned criteria for cross-purchase and entity-redemption models.

Buy-sell structure scoring summarizes caller-assigned criteria for cross-purchase and entity-redemption models. All entries receive equal weight.^[1]

Compare caller-assigned criterion scores without making legal or tax recommendations.

When to use Buy-Sell Structure Comparison

Use this tool to compare caller-assigned criterion scores without making legal or tax recommendations.

Prepare the supplied policy terms, dates, assumptions or recorded indicators requested. Keep monetary amounts on one currency basis and select the applicable thresholds separately.

How to use Buy-Sell Structure Comparison and understand its results

Prepare the supplied policy terms, dates, assumptions or recorded indicators requested. Keep monetary amounts on one currency basis and select the applicable thresholds separately.
Enter crossPurchaseScores, entityRedemptionScores using the field table and calculation rules, then run the tool.
Read crossPurchaseTotal, entityRedemptionTotal, higherScoringStructure. The explanation below defines the units, signs, ordering and any flags or placeholder values.
If the tool reports an input issue, correct the values and run it again. Apply the stated assumptions when interpreting a successfully returned result.

Input field	Meaning	Value type; see rules below	Requirement
crossPurchaseScores	Cross-purchase scores	list of number	Required
entityRedemptionScores	Entity-redemption scores	list of number	Required

Enter nonempty aligned finite signed score lists. Return totals and cross-purchase, entity-redemption or tie according to the larger sum.

crossTotal=ΣcrossScores; entityTotal=ΣentityScores

Units, indexing, boundary conditions and exceptional cases are defined in the calculation rules above.

Output field	Meaning	Value type
crossPurchaseTotal	Cross-purchase total	number
entityRedemptionTotal	Entity-redemption total	number
higherScoringStructure	Higher-scoring structure	string; one of "cross-purchase", "entity-redemption", "tie"

json

{
  "input": {
    "crossPurchaseScores": [
      4,
      3,
      2
    ],
    "entityRedemptionScores": [
      3,
      4,
      1
    ]
  },
  "output": {
    "crossPurchaseTotal": 9,
    "entityRedemptionTotal": 8,
    "higherScoringStructure": "cross-purchase"
  }
}

Limitations and assumptions

No ownership facts, objective criteria, legal structure, tax outcome or suitable arrangement is determined.

Numeric inputs must be finite. Follow the calculation-specific rules for overflow, underflow and exceptional cases. Lists are limited to 100,000 entries; the rules above may require smaller limits. Missing required fields, extra fields, wrong value types and violations of the calculation rules are input errors.

Alternative or Complementary methods

Use Producer Model Comparison: Compare caller-scored producer models across the same criteria. For a complementary task, use Annuity Payout Comparison: Compare nominal payout totals under caller-supplied durations.

References

Buy-Sell Structure Comparison — tool.io

Similar or alternative tools

Producer Model Comparison
Compare caller-scored producer models across the same criteria.
Annuity Payout Comparison
Compare nominal payout totals under caller-supplied durations.