The Consolidated Owner’s Discretionary Income Form serves as a tool to gather all relevant income sources that directly benefit the business owner, including discretionary expenses that the owner controls. This form consolidates the financial performance of different legal entities or corporations within a business, giving a comprehensive view of the owner’s true financial benefit.

This becomes especially useful when the business comprises more than one separate legal entity or corporation, allowing the user to break down income, expenses, and discretionary adjustments for each entity. By consolidating the results, the form enables business owners or prospective buyers to assess the overall cash flow and profit potential of the business, while still maintaining a clear view of each entity’s contribution.

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