M&A / Exit

The finish line and a new beginning.

An acquisition is the most complex transaction most founders will ever navigate. The LOI you sign defines your leverage for everything that follows. Understand the deal structure, the reps, the earnouts, and your QSBS eligibility before the process starts.

• Understand LOI terms before signing — especially exclusivity
• Evaluate rep and warranty insurance early
• Identify key employee retention needs for closing
• Understand earnout provisions and how they're triggered
• Tax implications: asset deal vs. stock deal
• QSBS eligibility check for founders and early employees