wealthschema
wealthschema/archetypes/sb-03-partnership-multi-member-business
SB-03Small BusinessAccumulationhigh tax complexity

Partnership / Multi-Member Business

Partner in a professional firm or multi-member LLC, K-1 income, guaranteed payments, buy-sell agreement, deferred compensation, partnership interest valuation.

Fintech builders, financial software makers, and compliance teams use the SB-03 — Partnership / Multi-Member Business archetype across six of WealthSchema's synthetic household data sets to model households matching the Partnership / Multi-Member Business archetype without exposing real customer PII.

Age Range
38–58
Net Worth
$1M–$5M
Cohort
Small Business

Schema fields covered

Every SB-03 household ships with — at minimum — these JSON fields populated. The full schema is documented in the data set you purchase.

members[].age
income.combined_gross
net_worth.total
filing_status
accounts.taxable.lots[].acquisition_date
accounts.taxable.lots[].cost_basis
accounts.taxable.lots[].unrealized_pnl
taxes.wash_sale_flags
Solo Practitioner (Professional Services)HSA Maximizer / HDHP Household

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Life Stage

Formation
Accumulation
Preservation
Distribution
Transfer