We create flexible arrangements with business owners who are serious about their succession. We provide an open environment for dialogue, so as to educate the stakeholders on various options available to them, enabling a smooth financing process and successful transaction.
SELLER PROMISSORY NOTE
The seller provides the buyer with an agreement to repay a percentage of the value over a period of time usually at an interest rate.
The seller agrees to a performance based metric by which a percentage of the value is paid, which can either be accretive or dilutive on the payment amount.
STOCK AS PAYMENT
The seller agrees to receive full or part payment in the form of the buyers company stock. The terms of an equity roll-over can be a solution to a deal.
OPTION CONTRACT FINANCING
VARIABLE FORM OF FINANCING
There are many ways to structure an agreement with a seller regarding the time, periods, amount, tranches, rate and premium of proceeds to the seller.
FUTURES CONTRACT FINANCING
FIXED FORM OF FINANCING
This is a form of contract which can lock in the price of an amount of stock, at a future date by which the contract would mature and expire with conditions attached.
SELLER CO-INVESTMENT FINANCING
DIRECT SELLER INVESTMENT
A simple but yet creative form of financing to get a deal consummated. As indicated the seller invests directly with the buyer to secure the cash consideration.proceeds.