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
Non-Compete and Non-Solicit Clauses in a Business Sale: Topics to Review With Your Advisors
The restrictive-covenant section of a purchase agreement can quietly determine what you can do professionally for years after closing. Here is what to raise with your advisors.
Reps and Warranties Insurance in a Business Sale, Topics to Review With Your Advisors
Reps and warranties insurance changes how seller indemnification works. Here are the topics to bring to your advisors when the term sheet mentions it.
Understanding Earnout Structures in a Business Sale
Earnouts allow buyers and sellers to bridge valuation gaps, but they transfer risk to the seller in ways that are not always obvious at signing. Here is what to review with advisors first.
What to Review Before Selling Your Business
Owners who slow down to review the right questions before a sale tend to walk away with better outcomes. Here is the checklist most advisors start with.
Coordinating Advisors During a Business Exit
Most business sale failures trace back not to a single bad decision but to advisors working in silos. Here is how to structure the team to avoid that.