How to Keep Your Money (Session Length: 30 Minutes)

Course Description:

Selling your company may be the biggest financial event of your life—but without proper planning, taxes, fees, and deal structure decisions can significantly reduce what you actually take home. This focused 30-minute session is designed for founders, business owners, and entrepreneurs who want to protect their upside and walk away with more of their hard-earned wealth.

In this practical, high-impact session, you’ll learn the key financial, tax, and structural considerations that directly affect your net proceeds in a sale. We’ll break down common (and costly) mistakes owners make during negotiations, explore how deal structure impacts after-tax outcomes, and outline proactive strategies that should be implemented well before signing a letter of intent.

What You’ll Learn:

· The difference between purchase price and take-home proceeds

· How deal structure (asset vs. stock sale) impacts your net outcome

· Tax strategies that can significantly reduce your liability

· How earnouts, equity rollovers, and installment payments affect your wealth

· The role of timing, planning, and advisory teams in maximizing value

· Key questions to ask before you agree to terms

 

Ideal For:

Business owners, founders, partners, and executives preparing for a liquidity event within the next 1–5 years.