Rollover Equity // Episode 34 of Dealmaking with LD скачать в хорошем качестве

Rollover Equity // Episode 34 of Dealmaking with LD

In this episode of Dealmaking with Laura DiFrancesco podcast, Laura discusses rollover equity in the context of recent SBA changes. She explains the differences between rollover and retained equity, the perspectives of buyers and sellers, and the implications of the new SBA requirements. The conversation also covers negotiation strategies for terms related to rollover equity and the importance of governance rights in these transactions. What You’ll Learn Understanding Rollover & Retained Equity // Learn what differentiates rollover equity in an asset purchase from retained equity in a stock purchase and why that distinction matters legally and financially. Buyer & Seller Perspectives // Explore how rollover equity can align incentives between parties, create tax benefits, and foster post-closing collaboration — but also the risks, from control limitations to financing complications. SBA Regulation Updates // Understand how new SBA rules now require sellers to personally guarantee loans when retaining equity, and how this changes the landscape of lower middle-market transactions. Deal Structuring & Negotiated Terms // Dive into common LOI provisions like purchase price allocation, lockup periods, drag-along and tag-along rights, and how to approach these terms with alignment and transparency. Strategic Use of Rollover Equity // Discover when seller rollover equity makes sense — how trust, shared vision, and long-term collaboration can turn this deal term into a powerful strategic advantage. Episode Highlights: 00:00 Intro 01:18 Introduction to Rollover Equity and SBA Changes 04:00 Understanding Rollover vs. Retained Equity 07:21 Pros and Cons of Rollover Equity for Sellers 09:49 Buyer Perspectives on Rollover Equity 10:30 DSL Advertisement 14:00 SBA Requirements and Their Impact 17:07 Structuring Rollover Equity Deals 19:17 Outro Resources Mentioned Entrepreneurship Through Acquisition: A Legal Guide to Buying a Small Business // https://lauradifrancesco.co/eta-landi... Share Your Review + Get the Free Pre-LOI Due Diligence Request List // Email etareview@lauradifrancesco.co Dean Street Law // https://www.deanstreetlaw.com/ & deanstreetlaw.com/links Entrepreneurship Through Acquisition: A Legal Guide to Buying a Small Business Ep 32 of DWLD //    • Entrepreneurship Through Acquisition: A Le...   Schedule your complimentary consultation with Dean Street Law today! Connect with Us Follow on Twitter: @LMDiFrancesco Follow on Instagram: @lauramdifrancesco and @deanstreetlaw Connect on LinkedIn: linkedin.com/in/lauradifrancesco Connect on TikTok: @dealmakingwithlaura Our Sister Brands Follow Flourish Coworking Space on Instagram: @flourishwestchester Follow Ethereal Farms on Instagram: @etherealfarms Check out my other podcast We Grow Together on Spotify and Apple Music Waywine Winery is a partner of restaurant Tulip Pasta & Wine Bar https://www.tulippasta.com/ Don't miss an episode of "Dealmaking with Laura DiFrancesco." Follow me on your favorite podcast platform and visit deanstreelaw.com to schedule a consultation today. Whether you're a seasoned entrepreneur or stepping into the world of mergers and acquisitions for the first time, let us guide you to success. Follow, rate, and review to help us reach more aspiring dealmakers like you! Credits Host // Laura DiFrancesco Executive Producer // Teagan Rowland Editor // Teagan Rowland #dealmaking #corporatelaw #lawyer #mergers #acquisition #rolloverequity #equity #retainedequity #buyer #SBAchanges #governancerights #seller #negotiation #smallbusiness #lawyer #transactions #buyerperspective #sellerperspective #SBAchanges2025