Indemnification Caps, Baskets, and Survival Periods in a Business Sale: Topics to Review With Your Advisors
Indemnification terms decide how much purchase price a seller keeps after closing. Topics worth raising with your advisors before signing.
Ideas for sharper advisor conversations.
Read practical guides for business sales, real estate exits, equity liquidity, windfalls, and other moments where the right advisor questions matter.
tax planning
1031 exchange
business sale
advisor-coordination
exit planning
financial advisor
liquidity event
real estate
capital gains
equity compensation
Letter of Intent in a Business Sale: Topics to Clarify With Your Advisors Before Signing
A letter of intent looks preliminary and is anything but. The terms it sets anchor the final deal in ways that are hard to unwind later.
Escrow Holdback Periods After Selling a Business: Topics to Clarify With Your Advisors
Escrow holdbacks in a business sale set aside part of the purchase price to backstop post-close claims. Topics worth raising with your advisors well before signing.
Working Capital Targets at Closing: Topics to Review With Your Advisors Before a Business Sale
A working capital target sets the boundary between purchase price and post-close adjustment. These are the topics worth raising with your advisors well before closing.