Structuring the Deal
- Employee/Shareholder buy-ins and exits
- Vendor finance realities
- Investment vehicles
- Risk vs Reward with leverage, including no-money down deals
Features my personal case studies where:
I launched an ineffective employee shareholder program, but learned how to do it right
I left a business that the owner wanted me to take over, and why
I borrowed $700,000 interest-free without a contract, just one email and a spreadsheet
I use entities like trusts and companies to protect myself and get tax-efficient
I learned the hard way what is the single most important document for a shareholder
… and more.
Ownership without recklessness.
Includes: The Ownership Entry Map, A clear breakdown of legitimate pathways into ownership.
We've focused on staying true to our values and making space for thoughtful, lasting work.