Deal Tetris: Piecing Together the Optimal Structure

Deal Tetris: Piecing Together the Optimal Structure

Learn about deal structures and how to make informed decisions that align with your financial goals and vision for the future.

By Morton Wealth

Date and time

Location

27200 Agoura Rd

27200 Agoura Road Agoura Hills, CA 91301

About this event

  • Event lasts 2 hours

Selling a business is more than just a transaction—it’s a strategic process that requires careful planning and understanding of deal structures to maximize your ROI while achieving stability and growth. Every deal is unique, like fitting together the perfect pieces of a puzzle. This event is designed to demystify deal structures, providing business owners with the insights they need to make informed decisions that align with their financial goals and vision for the future.

Moderated by Wealth Advisor Mike Rudow, the panel will explore essential components of deal structures, including earnouts, rollover equity, and seller notes. You’ll gain a working knowledge of what these terms mean, the pros and cons of each approach, and how they impact your personal financial planning.

This event will also dive into the cash flow and tax implications of various deal structures, helping you avoid common pitfalls and understand the long-term consequences of your decisions. Whether you’re focused on courting the right buyer or ensuring the financial stability of your business post-sale, this session will provide actionable insights and strategies to navigate the complexities of deal-making with confidence.

Organized by

FreeAug 7 · 5:00 PM PDT