The Importance of a Well-Defined Letter of Intent in Rollover Transactions

Selling your business through a rollover is complicated. Attorney Trevor Crow breaks this technical topic down into clear language as he explains how a rollover works, discusses major terms and documents involved, offers insights into the tactics and negotiating strategies employed by PE firms, explains what to expect, and highlights the critical element of understanding the economic provisions involved in a rollover. Listen to this discussion and maintain your negotiating leverage by knowing what to expect.

View the complete show notes for this episode.

Learn More:

• Earnouts When Selling or Buying a Business | Complete Guide
• Retirement Funds Financing When Buying or Selling a Business
• Small Business Acquisition Financing
• M&A Guide | The 4 Types of Buyers of Businesses

Additional Resources:

• Download a free pdf copy of The Art of The Exit: The Complete Guide to Selling Your Business.
• Purchase your copy now of A Beginner’s Guide to Business Valuation | The Exit Strategy Handbook | Closing the Deal | Acquired
• Planning to sell your business? Schedule a free consultation today.
• To suggest guests, topics, or questions for future podcast episodes, contact Morgan & Westfield.
• Contact Morgan & Westfield to request a free copy of Jacob Orosz's latest book, Food and Beverage M&A: An Insider's Guide to Selling a Food or Beverage Business.

Listen to Other Episodes:

• The Basics of Selling a Middle Market Company
• How to Use Your Retirement Account to Fund Your C Corp and Other Funding Options
• Selling Your Company to a Private Equity Firm vs. a Family Office