Interactive Financial Tool

The Fair vs. Equal
Equity Calculator

Model exactly what happens when an active and an inactive sibling inherit identical shares — and see why "equal" so often becomes financially and structurally unfair.

Business Enterprise Value£5.0m
£500k£20m
Outside Assets (property, investments)£1.0m
£0£10m

Assets held outside the operating business — real estate, portfolios, life insurance — that can be used to equalise inheritances without touching equity.

Active Sibling's Weekly Hours in the Business60 hrs
0 hrs80 hrs
Active Sibling's Annual Salary£85k
£0£300k

Used to estimate the active sibling's opportunity cost relative to the market rate for an equivalent external executive role.

Proposed Equity Split

Live Scenario Result

Equity Ownership

Active
Inactive

Effective Annual Value

Active
Inactive

Active Sibling's
Annual Opportunity Cost
Inactive Sibling's
Board Blocking Power
Outside Assets Needed
to Fully Equalise

5 Pilot Spaces Remaining

This is the math. Now build the framework around it.

A calculator shows you the problem. The Full Succession Lineage Review builds the share restructuring, dividend policy, and legal safeguards that solve it.

Apply for the Full Review →