Creative Deal Structuring

Years ago, our first buyer... Told us they would buy a business at ANY PRICE offered Providing that he was able to create the STRUCTURE

Creating the deal structure How much is paid for the business How and when it is paid All the payment components including equity the interest rates used and the timing of the payments Plus other supporting items including contingencies

Successful transactions occur... When seller and buyer are clear on what they want to accomplish Both are open to innovative ways to get the deal done

Owner’s decision to sell... Driven by personal , financial and lifestyle goals Biggest motivators are retirement, gaining liquidity or even burnout

Some sellers… Want to grow their business and put more of their money at risk Want to be a part of a growing organization

Final structure of the deal... When all business issues are resolved When all targets are identified Contingencies are worked out Payment components are agreed upon

Payment components... Can be one or a combination of: CASH! Notes Earnout Stock

THIS IS ONLY A PARTIAL VIEW OF THE DOCUMENT.