Exit Planning

When Do Earn-outs Really Work?

Here’s a universal truth about earn-outs: buyers love them and sellers hate them.   From a buyers point of view, what could be better?  We are deferring a portion of the purchase price and transferring risk back onto the seller.  From the seller’s point of view…. what a load of horse-hockey!  

#ICYMI Dan Doran Published in Financial Advisor Mag

If you’re a financial advisor you’ve likely spent ample time with clients that are focused on the more liquid portions of their portfolio… and ignore the elephant in the room.  By ignoring their operating company as a component of their portfolio the entrepreneur is potentially jeopardizing their retirement. Check out Dan’s latest writing on the …

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Learning From the Smart Money: What VC’s Ask Startups (And Good Stuff Generally)

ICYMI – Article originally appeared in 2015…. updated and revised for 2018! While getting my daily dose of Quora this morning, someone posed the question “What are the Top 5 Questions a VC should ask a startup?”  Lots of good responses are in there, but Patrick Mathieson @ Toba Capital really had a great response.(Really …

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