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Should you do it? Thinking of selling to Private Equity - here’s what you might not know.
It’s the dream: build a great company, get a big check, ride off into the sunset. But the reality? It’s usually not that simple. Yes, selling to Private Equity can mean: ✅ Higher valuations ✅ Faster close ✅ Easier to find a qualified buyer But there are trade-offs: ⚠️ You’ll probably have to stick around longer – and work harder - than expected. ⚠️ You’ll likely answer to new leadership focused on 20%+ returns. ⚠️ You’ll lose control over decisions and culture. So if you’re considering a Private Equity sale, be sure to do these 3 things: 💰 Negotiate for as much up-front cash as possible – avoid getting trapped in long-term earnouts. 📝 Get your future time commitment and expectations in writing. 🤝 Make sure the new owners share your values and treat your people right. A Private Equity exit is often a great path. Just go in eyes wide open with a solid transition plan and expectations – for you, your employees, and your family. And as always, be sure to keep your financial planner and strategy team in the loop as you evaluate these decisions. That perspective could be invaluable. #BusinessExit #PrivateEquity #BusinessOwners #WealthPlanning #SuccessionPlanning #EntrepreneurLife #FinancialPlanning #BusinessSale #SmallBusinessTips #BusinessGrowth #MergersAndAcquisitions #ExitStrategy #HighNetWorth #BusinessStrategy
Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.
2:05
Making the right choices in taking Social Security. And don't miss our Medicare webinar on Oct 28.
2:05
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