The Deal Is Closed. Why Isn’t All Your Money Safe Yet?
Here’s what we discuss in this episode:
📑 Deal Structures: Understanding what's really being sold
🎯 Earn-Out Risk: When future payouts depend on others
🔒 Escrow Holdbacks: Money that isn't yours yet
📈 Rollover Equity: The promise—and risk—of a second bite
🚩 Red Flags: Protecting yourself from costly mistakes
Selling your business should be a time of celebration. After years—sometimes decades—of hard work, you've finally reached the finish line. But what many business owners don't realize is that closing the deal doesn't necessarily mean all of the risk is gone. Rob breaks down the hidden complexities that can impact your financial future long after the paperwork is signed. If you're preparing for an exit, or recently completed one, Rob explains what risks may remain and how to plan around them.
Go inside the episode:
0:00 – Intro
0:58 – Understanding Deal Structures
2:23 – Client Story
3:12 – Earn-Outs and Their Risks
4:22 – Escrow Holdbacks and Their Importance
5:25 – Seller Notes and Their Risks
6:47 – Rollover Equity and Its Complexities
7:38 – Concentration Risk and Personal Financial Planning
9:04 – First Steps (Do This First!)
10:17 – Red Flags and Emotional Considerations
11:38 – Why the Headline Price Isn't the Plan
Helpful Resources:
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