Know Your Number: What It Means In a Business Sale & What You Actually Keep

Many business owners focus on what their business is worth and what they need to achieve a successful exit.

But the sale price is only part of the story.

Deal structure (such as an earnout and rollover equity), taxes, and timing of payments can materially change what you actually walk away with and whether your financial plan holds up after the transaction.

This workshop is designed for owners who want a clearer understanding of how these decisions come together in a real-world setting.

During this session we’ll explore:

Why the “headline number” can be misleading

A live case study showing how exit decisions play out in real time

How deal structure and taxes impact what you ultimately keep

Legal and strategic tradeoffs from a transaction attorney and business broker

Featuring:

Joe Seetoo Moderator

Ian Rennick Wealth Advisor

Greg Martin Business Broker

Rob Wynner Transaction Attorney

Know what’s Happening Next — before everyone else does.

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Host or Publisher Morton Wealth