Full of complexity and challenging to implement, the corporate carve-out form of divestiture is gaining interest in the M&A world. Eric Jones is an expert in carve-out deals, and he shares insights on what hurdles to watch for and how to prepare for a carve-out transaction. Eric discusses what a carve-out is, what makes them tricky, how they unlock shareholder value, the legal and operational issues, the importance of the transaction services agreement, and the role of diligence in making this type of M&A deal successful. View the complete show notes for this episode. Learn More: Why do Companies Acquire Other Businesses? M&A Reps & Warranties | A Complete Guide M&A Due Diligence Preparation 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. Listen to Other Episodes: The Practical Side of M&A They Don’t Teach in Law School The Good, The Bad & The Ugly of Growth by Acquisition Going Public? 3 Ways to Raise Funds    

CFP, Eric Jones, debunks the traditional vs. Roth strategy with Katie, discussing factors like social security benefits, tax implications for business owners, tax optimization strategies for retirement, and reasons for working past retirement age.