Mid-Market Rollover Exit strategy discussed with attorney Trevor Crow potential dangers for sellers

David C Barnett Small Business and Deal Making M&A SMB

Find Trevor online at https://www.crow.legal/ Watch the Roll Up Strategy video here: https://youtu.be/i_4_shRzEsQ Learn how to sell your business at https://www.HowToSellMyOwnBusiness.com Learn to buy a business at https://www.BusinessBuyerAdvantage.com Join the list at https://www.DavidCBarnett.com Related Article: Converting a business and selling part of it to investors. Trevor Crow has been a recent expert guest for my Business Buyer Adventure group coaching program. Today, Trevor and I discuss a recent deal in which some partners in an LLC convert to a corporation and then sell 70% of it to some investors as an exit plan. This is both a tax and investment strategy being done on a lower mid-market business. I wanted to bring you this conversation because it touches on many relevant topics: • Rollups and Platforms • Exits • Minority Shareholder issues • Employment and management agreements/ shareholder/ partnership agreements. • Seller financing/ Skin in game with equity • Legal costs vs benefits of complex strategies for Main St. • Benefits of share deals vis a vis customers Watch the video of the interview here: https://youtu.be/oe9heG7IxTo Learn how to buy an already-successful and profitable business: https://www.BusinessBuyerAdvantage.com Learn to sell your business at https://www.HowToSellMyOwnBusiness.com Book a call with me at https://www.clarity.fm/davidbarnett Stop missing my videos and other news. Join my email list here: https://www.DavidCBarnettList.com