Most entrepreneurs think selling their $10 million business means $10 million in their bank account. The reality? You might only see $4.2 million after all fees, taxes, and adjustments. This episode breaks down exactly where every dollar goes in a business transaction so you can plan your exit strategy properly.
RECOMMENDED RESOURCES:
→ Get Jim's Dynamic Transaction Calculator HERE: entrepreneurship@dubos.me
→ Free Exit Ready Business Training: https://www.dubos.me/training
→ Take The Exit Ready Business Assessment: https://www.dubos.me/exit-assessment
📌 WHAT YOU'LL LEARN:
→ How money waterfalls through a business transaction
→ The difference between asset sales vs stock sales (it's huge)
→ Hidden fees that eat into your exit proceeds
→ Working capital adjustments and escrow requirements
→ Tax implications that can cost you millions
→ Why transaction structure matters more than sale price
🎯 WHO THIS IS FOR:
→ Business owners planning an exit in the next 3-5 years
→ Entrepreneurs who want to understand transaction mechanics
→ Anyone curious about where their sale proceeds actually go
→ Business owners who need realistic exit planning numbers
⏱️ CHAPTERS:
00:00 Introduction: Money Waterfall Calculator
01:26 Dynamic Calculator Walkthrough
02:36 Broker Fees and Legal Costs
03:20 Working Capital Adjustments
04:19 Rep and Warranty Insurance
05:01 Sales Tax Escrow Requirements
06:01 Net Proceeds Calculation
06:51 Earnout and Rollover Equity
08:19 Asset Sale vs Stock Sale Tax Impact
10:48 Final Cash at Close Numbers
12:16 Key Takeaways for Exit Planning
🎙️ About Jim DuBos & The DuBos Group:
Jim DuBos is a serial entrepreneur with 35+ years of experience building and scaling businesses. He's founded 10 companies, completed 7 successful exits, and managed 20+ acquisitions. Through The DuBos Group, Jim helps business owners create exit-ready companies and maximize transaction value through strategic planning and execution.
Connect with Jim DuBos:
→ Website: https://www.dubos.me
→ LinkedIn: https://www.linkedin.com/in/jamesdubos/
→ Email: Entrepreneurship@dubos.me
→ Free Exit Ready Business Training: https://www.dubos.me/training
→ Take The Exit Ready Business Assessment: https://www.dubos.me/exit-assessment
#BusinessExit #MergersAndAcquisitions #BusinessValuation #ExitPlanning #BusinessSale #Entrepreneurship #BusinessStrategy #TaxPlanning #BusinessOwner #ExitStrategy
Topics discussed: business exit planning, mergers and acquisitions, business sale process, transaction fees, working capital adjustments, rep and warranty insurance, sales tax escrow, asset sale vs stock sale, capital gains tax, business valuation, exit strategy, transaction calculator, broker fees, legal fees, accounting fees, rollover equity, earnout provisions, tax implications business sale, business owner exit planning, selling a business
